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
HIC
1251
Holderness Investments Company
North Carolina
$611K +$59.5K +452 +9%
PMFA
1252
Plante Moran Financial Advisors
Michigan
$610K +$189K +1,437 +37%
SWM
1253
Stockman Wealth Management
Montana
$607K -$58.9K -448 -8%
BWL
1254
Bogart Wealth LLC
Virginia
$607K +$94.1K +715 +16%
AFC
1255
AFT Forsyth & Company
Florida
$605K -$94.5K -718 -12%
EWM
1256
Evermay Wealth Management
Virginia
$603K +$160K +1,214 +30%
CS
1257
Cannell & Spears
New York
$602K -$116K -884 -14%
PB
1258
Pinnacle Bancorp
Nebraska
$601K -$74.9K -569 -10%
JWM
1259
JGP Wealth Management
Oregon
$600K -$2.65M -20,135 -81%
FA
1260
FCG Advisors
New Jersey
$599K +$30.3K +230 +5%
MAM
1261
Meeder Asset Management
Ohio
$599K +$161K +1,227 +30%
MYAM
1262
Meiji Yasuda Asset Management
Japan
$598K -$826K -6,279 -55%
DA
1263
Detalus Advisors
Missouri
$598K -$8.68K -66 -1%
PA
1264
Probity Advisors
Texas
$597K -$41.8K -318 -6%
CL
1265
CPWM LLC
Washington
$596K +$40.1K +305 +6%
HCMNY
1266
Howard Capital Management (New York)
New York
$595K +$789 +6 +0.1%
TNBTD
1267
Trustmark National Bank Trust Department
Mississippi
$593K +$45.3K +344 +7%
CHC
1268
City Holding Co
West Virginia
$591K -$2.4M -18,265 -78%
ANBT
1269
American National Bank & Trust
Texas
$591K +$219K +1,663 +47%
PK
1270
Pflug Koory
Nebraska
$591K +$493K +3,744 +261%
CCA
1271
Cobblestone Capital Advisors
New York
$590K -$60.4K -459 -8%
FA
1272
Fagan Associates
New York
$590K +$13.6K +103 +2%
AAM
1273
Aureus Asset Management
Massachusetts
$588K -$228K -1,734 -25%
IA
1274
IFP Advisors
Florida
$588K +$232K +1,767 +53%
PBC
1275
Pavion Blue Capital
California
$585K +$674K +5,125 New

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.