1,965 hedge funds and large institutions have $40.1B invested in 3M in 2023 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 569 increasing their positions, 893 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,965
Holders Change
+144
Holders Change %
+7.91%
% of All Funds
28.8%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.34%
New
282
Increased
569
Reduced
893
Closed
114
Calls
$1.01B
Puts
$826M
Net Calls
+$181M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1251
Claret Asset Management
Quebec, Canada
$421K -$25.7K -281 -6%
SP
1252
Symmetry Partners
Connecticut
$421K +$421K +4,593 New
ASFA
1253
All Season Financial Advisors
Colorado
$420K +$420K +4,595 New
BFA
1254
Beacon Financial Advisory
Ohio
$419K -$75.6K -827 -15%
SN
1255
Sittner & Nelson
Oregon
$419K -$133K -1,455 -24%
MIM
1256
MTM Investment Management
South Carolina
$418K -$25.5K -279 -6%
SCM
1257
Shelton Capital Management
Colorado
$417K -$23.7K -259 -5%
NWA
1258
New World Advisors
Massachusetts
$417K
CFO
1259
CVA Family Office
Colorado
$416K +$6.67K +73 +2%
OC
1260
Oakworth Capital
Alabama
$416K -$48.8K -534 -11%
AF
1261
Arrow Financial
New York
$415K
HPIA
1262
Hamilton Point Investment Advisors
North Carolina
$414K
KCPG
1263
Kavar Capital Partners Group
Kansas
$413K +$413K +4,516 New
PTC
1264
Petrus Trust Company
Texas
$410K -$610K -6,672 -60%
GWSG
1265
GPS Wealth Strategies Group
Colorado
$408K -$128K -1,395 -24%
GXJ
1266
Global X Japan
Japan
$407K +$407K +4,450 New
RDWM
1267
Red Door Wealth Management
Tennessee
$406K -$26.4K -289 -6%
FL
1268
FreeGulliver LLC
Louisiana
$405K +$405K +4,428 New
MIS
1269
Morningstar Investment Services
Illinois
$403K +$403K +4,394 New
VHAM
1270
Van Hulzen Asset Management
California
$402K -$25K -274 -6%
NFG
1271
Nations Financial Group
Iowa
$402K
HWP
1272
Highline Wealth Partners
California
$401K
AUB
1273
Atlantic Union Bankshares
Virginia
$401K +$37K +405 +10%
TPWM
1274
Twelve Points Wealth Management
Massachusetts
$400K -$141K -1,545 -26%
AG
1275
Ascent Group
Virginia
$400K -$44K -556 -10%