1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIG
1326
Zuckerman Investment Group
Illinois
$378K
SB
1327
Simmons Bank
Arkansas
$378K -$49.9K -568 -12%
CB
1328
Cadence Bank
Mississippi
$377K -$101K -1,149 -21%
FWM
1329
FFT Wealth Management
Pennsylvania
$377K +$112K +1,280 +43%
LF
1330
Lantz Financial
Illinois
$376K +$156K +1,770 +71%
SLF
1331
Sun Life Financial
Ontario, Canada
$376K
AWE
1332
Avidian Wealth Enterprises
Texas
$375K -$60.1K -684 -14%
WAS
1333
Winch Advisory Services
Wisconsin
$374K -$352 -4 -0.1%
CCFM
1334
Clear Creek Financial Management
Washington
$373K +$26.3K +299 +8%
I
1335
InceptionR
California
$373K -$282K -3,208 -43%
PB
1336
Pinnacle Bancorp
Nebraska
$373K
MSA
1337
Marino Stram & Associates
Massachusetts
$372K -$15K -171 -4%
BAM
1338
Berkshire Asset Management
Pennsylvania
$371K +$371K +4,219 New
MCC
1339
Money Concepts Capital
Florida
$371K -$1.06M -12,016 -74%
EWA
1340
Encompass Wealth Advisors
Oregon
$370K +$176 +2 +0%
DCM
1341
Donaldson Capital Management
Indiana
$369K -$59.6K -678 -14%
HWA
1342
Heritage Wealth Advisors
Virginia
$369K +$5.98K +68 +2%
WC
1343
Whitney & Co
New York
$368K +$88 +1 +0%
QPWM
1344
Quadrant Private Wealth Management
Pennsylvania
$367K -$1.49K -17 -0.4%
IF
1345
Insight Folios
North Carolina
$366K +$28.7K +326 +8%
NEWAS
1346
N.E.W. Advisory Services
Wisconsin
$366K -$43.5K -495 -11%
PWM
1347
Paulson Wealth Management
Illinois
$366K +$26.3K +299 +8%
NAM
1348
NTV Asset Management
West Virginia
$366K
PAM
1349
Peak Asset Management
Colorado
$366K +$176 +2 +0%
WDG
1350
Wealth Dimensions Group
Ohio
$365K +$1.67K +19 +0.5%