MMM icon

3M
MMM

Overview Fund Activity

1,988 hedge funds and large institutions have $59B invested in 3M in 2020 Q2 according to their latest regulatory filings, with 151 funds opening new positions, 764 increasing their positions, 800 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+36
Holders Change %
+1.84%
% of All Funds
40.86%
Holding in Top 10
49
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.5%
% of All Funds
1.01%
New
151
Increased
764
Reduced
800
Closed
101
Calls
$936M
Puts
$1.11B
Net Calls
-$170M
Net Calls Change
+$243M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$684M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$147M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$142M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$103M
5
First Trust Advisors
First Trust Advisors
Illinois
+$98M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$919M
2
BlackRock
BlackRock
New York
-$525M
3
Osaic Holdings
Osaic Holdings
Arizona
-$335M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$188M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1176
Optimal Asset Management
California
$833K +$833K +6,383 New
MW
1177
Marcum Wealth
Ohio
$829K +$204K +1,562 +33%
KFGK
1178
Keystone Financial Group (Kentucky)
Kentucky
$828K +$35.5K +272 +4%
SSG
1179
Summit Securities Group
New York
$827K +$421K +3,229 +104%
EWM
1180
Empirical Wealth Management
Washington
$825K +$130 +1 +0%
PVH
1181
Psagot Value Holdings
Israel
$824K +$297K +2,273 +56%
MWM
1182
Mattern Wealth Management
Kansas
$822K -$22.2K -170 -3%
TSWM
1183
Triangle Securities Wealth Management
North Carolina
$821K -$3K -23 -0.4%
PPSG
1184
Princeton Portfolio Strategies Group
New Jersey
$811K – – –
TAM
1185
Trillium Asset Management
Massachusetts
$811K +$8.48K +65 +1%
OPS
1186
Orion Portfolio Solutions
Nebraska
$801K +$80K +614 +11%
MLL
1187
Moody Lynn & Lieberson
Massachusetts
$798K – – –
AT
1188
Arden Trust
Delaware
$797K -$46K -353 -5%
CPIG
1189
Chicago Partners Investment Group
Illinois
$791K +$10.2K +75 +1%
SFP
1190
Shepherd Financial Partners
Massachusetts
$791K +$22.7K +174 +3%
PBC
1191
Pavion Blue Capital
California
$788K +$119K +915 +18%
HCM
1192
Harvey Capital Management
Florida
$786K – – –
DBRC
1193
D.B. Root & Company
Pennsylvania
$786K +$786K +6,027 New
TA
1194
Tiedemann Advisors
New York
$784K -$132K -1,010 -14%
FP
1195
Fiduciary Planning
Florida
$783K +$126 +1 +0%
EFS
1196
Essex Financial Services
Connecticut
$783K +$23.5K +180 +3%
GA
1197
Greenhaven Associates
New York
$780K -$1.22M -9,329 -61%
LCM
1198
Logan Capital Management
Pennsylvania
$779K – – –
BWL
1199
Bogart Wealth LLC
Virginia
$779K +$85.2K +653 +12%
HCMT
1200
Highland Capital Management (Tennessee)
Tennessee
$779K +$779K +5,975 New
46 47
48
49 50