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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 %
RA
1276
RFG Advisory
Alabama
$348K -$11.6K -148 -3%
BFAG
1277
Blackston Financial Advisory Group
Florida
$348K +$18.2K +233 +6%
TA
1278
Tiedemann Advisors
New York
$346K -$11.7K -149 -3%
WKSWA
1279
White Knight Strategic Wealth Advisors
New Jersey
$346K +$1.41K +18 +0.4%
NFG
1280
Nations Financial Group
Iowa
$344K -$15.6K -199 -4%
HWP
1281
Highline Wealth Partners
California
$344K – – –
AFT
1282
Alpha Family Trust
California
$343K +$343K +4,377 New
MCM
1283
MV Capital Management
Maryland
$342K +$9.78K +125 +3%
RCAG
1284
Rehmann Capital Advisory Group
Michigan
$341K +$7.67K +98 +2%
GAG
1285
GM Advisory Group
New York
$340K +$110K +1,411 +48%
SIAP
1286
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$338K -$14K -179 -4%
PB
1287
Pinnacle Bancorp
Nebraska
$338K – – –
MC
1288
Mathes Company
New York
$337K +$337K +4,300 New
AIM
1289
Aspen Investment Management
Michigan
$337K +$337K +4,307 New
QP
1290
Quilter Plc
United Kingdom
$336K – – –
PFGIA
1291
Patriot Financial Group Insurance Agency
Massachusetts
$335K +$148K +1,886 +79%
MMA
1292
Miracle Mile Advisors
California
$334K -$61.3K -783 -15%
OWA
1293
One Wealth Advisors
California
$334K +$131K +1,678 +65%
RW
1294
Rede Wealth
Virginia
$333K -$56.7K -724 -15%
WAM
1295
Weatherly Asset Management
California
$332K -$14K -179 -4%
GLLW
1296
Graves Light Lenhart Wealth
Virginia
$332K – – –
RWM
1297
Revisor Wealth Management
Ohio
$330K +$705 +9 +0.2%
OWP
1298
Obermeyer Wealth Partners
Colorado
$330K -$21K -268 -6%
ZIG
1299
Zullo Investment Group
Pennsylvania
$329K +$16.9K +216 +5%
WAS
1300
Winch Advisory Services
Wisconsin
$329K -$3.6K -46 -1%
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