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1,417 hedge funds and large institutions have $61.4B invested in 3M in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 483 increasing their positions, 666 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

0% less funds holding

Funds holding: 1,4241,417 (-7)

0.61% less ownership

Funds ownership: 82.22%81.61% (-0.61%)

4% less capital invested

Capital invested by funds: $64.1B → $61.4B (-$2.7B)

6% less call options, than puts

Call options by funds: $675M | Put options by funds: $721M

14% less funds holding in top 10

Funds holding in top 10: 133115 (-18)

27% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 666

Holders
1,417
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
40.92%
Holding in Top 10
115
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-13.53%
% of All Funds
3.32%
New
70
Increased
483
Reduced
666
Closed
62
Calls
$675M
Puts
$721M
Net Calls
-$45.5M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1226
Blue Bell Private Wealth Management
Pennsylvania
$359K
MSR
1227
Main Street Research
Connecticut
$357K -$59.8K -538 -15%
UR
1228
USCA RIA
Texas
$356K +$2.44K +22 +0.7%
SFG
1229
Sather Financial Group
Texas
$354K +$1.33K +12 +0.4%
AA
1230
Apriem Advisors
California
$353K -$13.2K -119 -4%
BCM
1231
Boltwood Capital Management
California
$353K
HI
1232
Hudock Inc
Pennsylvania
$352K +$444 +4 +0.1%
SA
1233
SRH Advisors
Kansas
$346K
PL
1234
Plancorp LLC
Missouri
$346K +$26.5K +239 +8%
EIP
1235
Epoch Investment Partners
New York
$342K -$4K -36 -1%
MRCM
1236
M&R Capital Management
New Jersey
$342K +$6.67K +60 +2%
SNBOSCI
1237
Security National Bank of Sioux City Iowa
Iowa
$341K +$5.33K +48 +2%
BGDI
1238
BW Gestao de Investimentos
Brazil
$339K
TCMG
1239
TSP Capital Management Group
New Jersey
$339K
FANJ
1240
Financial Architects (New Jersey)
New Jersey
$336K +$12K +108 +4%
RIG
1241
Roosevelt Investment Group
New York
$335K -$908K -8,175 -73%
MWM
1242
Modera Wealth Management
New Jersey
$335K -$21.1K -190 -6%
CC
1243
Cadinha & Co
Hawaii
$332K
SNBOSD
1244
Security National Bank of So Dak
Iowa
$330K
OC
1245
Oarsman Capital
Wisconsin
$328K +$6.78K +61 +2%
NFGCM
1246
Norman Fields Gottscho Capital Management
New York
$326K
MAM
1247
Marquette Asset Management
Minnesota
$324K -$13.3K -120 -4%
RIG
1248
Renaissance Investment Group
Massachusetts
$324K -$6.67K -60 -2%
BFG
1249
Beacon Financial Group
Texas
$322K -$8.89K -80 -3%
TAM
1250
Tealwood Asset Management
Minnesota
$321K -$167K -1,499 -35%

MMM Hedge Fund Activity: Q1 2014 in Review

1,417 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2014, worth a combined $61.4B — down 4.2% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MMM positions and 62 closed out — a net gain of 8 holders — while 483 added to existing stakes and 666 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $96.4M. The largest seller was State Street, cutting an estimated $275M.

  • 1,417 institutional investors held 3M (MMM) as of Q1 2014, down from 1,424 in Q4 2013.
  • Funds reported $61.4B of 3M stock for Q1 2014, down 4.2% quarter-over-quarter.
  • 70 funds opened new 3M positions in Q1 2014 and 62 closed out, a net change of +8 holders.
  • The largest 3M buyer in Q1 2014 was Janus Henderson Investors US, an estimated $96.4M added.
  • The largest 3M seller in Q1 2014 was State Street, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2014.