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3M
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Overview Fund Activity

1,954 hedge funds and large institutions have $73.4B invested in 3M in 2018 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 627 increasing their positions, 828 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,954
Holders Change
+61
Holders Change %
+3.22%
% of All Funds
43.61%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
2.48%
New
198
Increased
627
Reduced
828
Closed
117
Calls
$591M
Puts
$837M
Net Calls
-$246M
Net Calls Change
-$51.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$306M
2
BlackRock
BlackRock
New York
+$220M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$177M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$148M
5
Bessemer Group
Bessemer Group
New Jersey
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$319M
2
Morgan Stanley
Morgan Stanley
New York
-$268M
3
CWM
Cornerstone Wealth Management
Missouri
-$230M
4
American Century Companies
American Century Companies
Missouri
-$206M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1326
GSB Wealth Management
Connecticut
$619K – – –
TFO
1327
Tarbox Family Office
California
$619K +$1.75K +11 +0.3%
FAIM
1328
Financial Advocates Investment Management
Washington
$614K -$83.6K -525 -12%
FA
1329
Financial Advisors
Massachusetts
$614K +$614K +3,852 New
SGAM
1330
Steinberg Global Asset Management
Florida
$612K -$76.1K -478 -11%
CL
1331
CPWM LLC
Washington
$612K -$6.69K -42 -1%
SBWM
1332
Sunflower Bank Wealth Management
Arizona
$611K – – –
VNA
1333
Valley National Advisers
Pennsylvania
$607K +$253K +1,588 +72%
BDF
1334
Balasa Dinverno & Foltz
$605K -$86.8K -545 -13%
NB
1335
Nicolet Bankshares
Wisconsin
$602K +$26.8K +168 +5%
BPWA
1336
Beacon Pointe Wealth Advisors
California
$601K +$601K +3,764 New
BWM
1337
Buckley Wealth Management
Nevada
$600K -$15.1K -95 -2%
CPA
1338
Clear Perspective Advisors
Illinois
$592K +$357K +2,148 +152%
CIM
1339
CIM Investment Management
Pennsylvania
$589K -$22.8K -143 -4%
QCIG
1340
Quad-Cities Investment Group
Iowa
$588K +$159 +1 +0%
GLLW
1341
Graves Light Lenhart Wealth
Virginia
$588K +$588K +3,693 New
EM
1342
Excalibur Management
Massachusetts
$583K – – –
FDCC
1343
Foster Dykema Cabot & Co
Massachusetts
$583K – – –
JWBC
1344
J.W. Burns & Co
New York
$583K +$1.59K +10 +0.3%
WCM
1345
Weatherstone Capital Management
Colorado
$583K +$26.3K +165 +5%
CWM
1346
Chesapeake Wealth Management
Virginia
$582K +$13.5K +85 +2%
PG
1347
Pendal Group
Australia
$582K +$67.8K +468 +13%
Kovitz Investment Group Partners
1348
Kovitz Investment Group Partners
Illinois
$581K -$47.6K -299 -8%
MCTIC
1349
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$581K – – –
SWMG
1350
Strategic Wealth Management Group
Maryland
$581K +$581K +3,644 New
52 53
54
55 56