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3M
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Overview Fund Activity

1,954 hedge funds and large institutions have $73.4B invested in 3M in 2018 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 627 increasing their positions, 828 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,954
Holders Change
+61
Holders Change %
+3.22%
% of All Funds
43.61%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
2.48%
New
198
Increased
627
Reduced
828
Closed
117
Calls
$591M
Puts
$837M
Net Calls
-$246M
Net Calls Change
-$51.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$306M
2
BlackRock
BlackRock
New York
+$220M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$177M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$148M
5
Bessemer Group
Bessemer Group
New Jersey
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$319M
2
Morgan Stanley
Morgan Stanley
New York
-$268M
3
CWM
Cornerstone Wealth Management
Missouri
-$230M
4
American Century Companies
American Century Companies
Missouri
-$206M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
1201
Wilbanks Smith & Thomas Asset Management
Virginia
$876K -$6.22K -39 -0.7%
BSPF
1202
British Steel Pension Fund
United Kingdom
$876K +$876K +4,969 New
KLWA
1203
Kelly Lawrence W & Associates
California
$875K -$1.14M -7,137 -57%
HIC
1204
Holderness Investments Company
North Carolina
$870K +$20.1K +126 +2%
CA
1205
Cornerstone Advisory
Maryland
$869K – – –
GC
1206
Garde Capital
Washington
$869K – – –
RCM
1207
RB Capital Management
Nevada
$869K +$2.07K +13 +0.2%
SFG
1208
SevenBridge Financial Group
Pennsylvania
$866K -$2.71K -17 -0.3%
VFA
1209
Valeo Financial Advisors
Indiana
$865K -$125K -782 -13%
RWP
1210
RWA Wealth Partners
Massachusetts
$864K -$21.3K -134 -2%
MWP
1211
Moller Wealth Partners
$861K +$515K +3,204 +149%
WC
1212
Whitney & Co
New York
$857K -$79.5K -475 -8%
BP
1213
Ballentine Partners
Massachusetts
$855K -$374K -2,349 -30%
FPFS
1214
First Personal Financial Services
North Carolina
$855K +$9.56K +60 +1%
FNBOMD
1215
First National Bank of Mount Dora
Florida
$854K -$153K -959 -15%
CAM
1216
Cresset Asset Management
Illinois
$854K +$854K +5,359 New
RCA
1217
Rowland Carmichael Advisors
Arizona
$843K -$41.1K -258 -5%
Carson Wealth (CWM LLC)
1218
Carson Wealth (CWM LLC)
Nebraska
$837K +$47.6K +299 +6%
PL
1219
Perpetual Ltd
Australia
$836K – – –
LFAS
1220
Level Four Advisory Services
Texas
$836K +$14.5K +91 +2%
CCA
1221
Conestoga Capital Advisors
Pennsylvania
$835K -$150K -938 -15%
OCG
1222
Opus Capital Group
Ohio
$822K -$23.9K -150 -3%
SA
1223
Sicart Associates
New York
$811K – – –
CG
1224
Colony Group
Massachusetts
$810K -$32K -201 -4%
CBFP
1225
Cedar Brook Financial Partners
Ohio
$809K +$809K +5,077 New
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