We are live on ! Find out more

1,958 hedge funds and large institutions have $52.2B invested in 3M in 2020 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 816 increasing their positions, 792 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 792

1.84% less ownership

Funds ownership: 81.84%80% (-1.8%)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

4% less funds holding

Funds holding: 2,0391,958 (-81)

25% less capital invested

Capital invested by funds: $69.4B → $52.2B (-$17.2B)

26% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 207

31% less call options, than puts

Call options by funds: $920M | Put options by funds: $1.33B

Holders
1,958
Holders Change
-81
Holders Change %
-3.97%
% of All Funds
43.14%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.23%
New
153
Increased
816
Reduced
792
Closed
207
Calls
$920M
Puts
$1.33B
Net Calls
-$413M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1176
Mattern Wealth Management
Kansas
$739K +$395K +3,002 +87%
PG
1177
Patten Group
Tennessee
$738K -$506K -3,846 -37%
AT
1178
Arden Trust
Delaware
$738K -$260K -1,978 -23%
APA
1179
American Portfolios Advisors
New York
$733K +$26.2K +199 +3%
CFA
1180
CWS Financial Advisors
Michigan
$732K
BRWA
1181
B. Riley Wealth Advisors
Florida
$729K -$812K -6,176 -49%
MWM
1182
Mission Wealth Management
California
$726K -$107K -816 -11%
EWM
1183
Empirical Wealth Management
Washington
$722K +$126K +958 +18%
TSWM
1184
Triangle Securities Wealth Management
North Carolina
$721K -$31.8K -242 -4%
ESB
1185
Essex Savings Bank
Connecticut
$718K -$86.7K -659 -9%
IFG
1186
Independent Financial Group
California
$711K +$819K +6,229 New
TFA
1187
Toth Financial Advisory
Virginia
$710K -$63.1K -480 -7%
FP
1188
Fiduciary Planning
Florida
$710K -$1.71K -13 -0.2%
PPSG
1189
Princeton Portfolio Strategies Group
New Jersey
$709K -$23.7K -180 -3%
CC
1190
Cognios Capital
Kansas
$707K +$658 +5 +0.1%
BCM
1191
Brooktree Capital Management
Michigan
$704K -$46.7K -355 -5%
CGL
1192
Clarius Group LLC
Washington
$703K +$248K +1,887 +44%
LTI
1193
Laffer Tengler Investments
Tennessee
$703K +$84.3K +641 +12%
TAM
1194
Trillium Asset Management
Massachusetts
$702K
CPIG
1195
Chicago Partners Investment Group
Illinois
$701K +$1.84K +14 +0.2%
PWW
1196
Pettyjohn Wood & White
Virginia
$697K -$466K -3,546 -37%
CAM
1197
CenterStar Asset Management
Illinois
$695K
KFGK
1198
Keystone Financial Group (Kentucky)
Kentucky
$694K +$476K +3,617 +147%
NFG
1199
Next Financial Group
Texas
$693K +$182K +1,386 +30%
CB
1200
CNB Bank
Pennsylvania
$692K +$175K +1,327 +28%

MMM Hedge Fund Activity: Q1 2020 in Review

1,958 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2020, worth a combined $52.2B — down 25% from $69.4B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of MMM and 153 opened new positions — a net loss of 54 holders — while 792 trimmed existing stakes and 816 added.

The largest buyer was Flossbach Von Storch, adding an estimated $306M. The largest seller was Franklin Resources, cutting an estimated $707M.

  • 1,958 institutional investors held 3M (MMM) as of Q1 2020, down from 2,039 in Q4 2019.
  • Funds reported $52.2B of 3M stock for Q1 2020, down 25% quarter-over-quarter.
  • 153 funds opened new 3M positions in Q1 2020 and 207 closed out, a net change of -54 holders.
  • The largest 3M buyer in Q1 2020 was Flossbach Von Storch, an estimated $306M added.
  • The largest 3M seller in Q1 2020 was Franklin Resources, an estimated $707M sold.

Based on aggregated 13F filings for Q1 2020.