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3M
MMM

Overview Fund Activity

1,821 hedge funds and large institutions have $33.4B invested in 3M in 2023 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 648 increasing their positions, 780 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,821
Holders Change
-44
Holders Change %
-2.36%
% of All Funds
29.03%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.24%
New
134
Increased
648
Reduced
780
Closed
156
Calls
$840M
Puts
$970M
Net Calls
-$130M
Net Calls Change
+$122M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$339M
2
State Street
State Street
Massachusetts
+$178M
3
Citadel Advisors
Citadel Advisors
Florida
+$86M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$74.6M
5
FGAM
Financial Gravity Asset Management
Texas
+$72.2M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$607M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$310M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$244M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$117M
5
Marshall Wace
Marshall Wace
United Kingdom
-$90.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWM
1251
Schrum Private Wealth Management
Florida
$365K -$8.3K -106 -2%
ZIG
1252
Zuckerman Investment Group
Illinois
$364K – – –
FFM
1253
Forum Financial Management
Illinois
$363K -$91.8K -1,173 -20%
CHJWM
1254
Carlton Hofferkamp & Jenks Wealth Management
Texas
$361K -$114K -1,526 -24%
JF
1255
Joule Financial
Kentucky
$361K +$30.9K +395 +9%
EA
1256
Emerald Advisors
Washington
$360K -$16.2K -207 -4%
CSB
1257
City State Bank
Iowa
$360K +$160K +2,045 +80%
9WM
1258
9258 Wealth Management
Ohio
$357K +$15.7K +201 +5%
NWA
1259
New World Advisors
Massachusetts
$357K – – –
FTWA
1260
Fifth Third Wealth Advisors
Ohio
$357K +$1.33K +17 +0.4%
EB
1261
Exchange Bank
California
$356K – – –
CAM
1262
CPA Asset Management
Florida
$356K – – –
AF
1263
Arrow Financial
New York
$355K -$3.37K -43 -0.9%
CF
1264
Centaurus Financial
California
$355K +$6.96K +89 +2%
TW
1265
Transform Wealth
Colorado
$355K -$319K -4,081 -47%
HPIA
1266
Hamilton Point Investment Advisors
North Carolina
$355K – – –
ATC
1267
Adirondack Trust Company
New York
$354K -$42.2K -539 -11%
BFM
1268
Boothbay Fund Management
New York
$353K +$3.68K +47 +1%
SIG
1269
Sargent Investment Group
Maryland
$352K +$33.3K +426 +10%
WFS
1270
Widmann Financial Services
Maryland
$351K +$12.6K +161 +4%
CFO
1271
CVA Family Office
Colorado
$351K +$5.01K +64 +1%
SW
1272
Simplicity Wealth
New Jersey
$351K +$13.3K +170 +4%
LC
1273
LCNB Corp
Ohio
$350K -$19.6K -250 -5%
QCG
1274
Quadrant Capital Group
Ohio
$350K -$25.5K -326 -7%
CPIA
1275
Cornell Pochily Investment Advisors
New York
$349K -$142K -1,810 -29%
49 50
51
52 53