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1,417 hedge funds and large institutions have $61.4B invested in 3M in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 483 increasing their positions, 666 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 62

0% less funds holding

Funds holding: 1,4241,417 (-7)

0.61% less ownership

Funds ownership: 82.22%81.61% (-0.61%)

4% less capital invested

Capital invested by funds: $64.1B → $61.4B (-$2.7B)

6% less call options, than puts

Call options by funds: $675M | Put options by funds: $721M

14% less funds holding in top 10

Funds holding in top 10: 133115 (-18)

27% less repeat investments, than reductions

Existing positions increased: 483 | Existing positions reduced: 666

Holders
1,417
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
40.92%
Holding in Top 10
115
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-13.53%
% of All Funds
3.32%
New
70
Increased
483
Reduced
666
Closed
62
Calls
$675M
Puts
$721M
Net Calls
-$45.5M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
1351
Perkins Coie Trust Company
Washington
$147K
ACM
1352
Antonetti Capital Management
Florida
$145K -$37.2K -335 -21%
MMG
1353
Monetary Management Group
Missouri
$142K
VNB
1354
Valley National Bancorp
New York
$129K
TIM
1355
Tortoise Investment Management
New York
$124K
OSAM
1356
O'Shaughnessy Asset Management
Connecticut
$124K +$66.4K +598 +121%
KPCM
1357
Kings Point Capital Management
New York
$121K +$23.2K +209 +24%
LWM
1358
Lenox Wealth Management
Ohio
$119K
BRWM
1359
B. Riley Wealth Management
Tennessee
$119K +$117K +1,052 New
WA
1360
WealthTrust-Arizona
Arizona
$112K +$13.6K +122 +14%
AWM
1361
Avior Wealth Management
Nebraska
$110K +$108K +969 New
QAM
1362
QCI Asset Management
New York
$107K -$5.33K -48 -5%
DOA
1363
D'Orazio & Associates
Virginia
$95K
PIM
1364
Parasol Investment Management
Illinois
$94K +$20K +180 +28%
MAS
1365
Madden Advisory Services
Florida
$93K +$69.5K +626 +318%
Manulife (Manufacturers Life Insurance)
1366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.2K +$431K +3,876 +0.5%
HFM
1367
Hartford Financial Management
Connecticut
$85K
NIM
1368
NuWave Investment Management
New Jersey
$84K -$64K -576 -44%
CAL
1369
Capital Advisors Ltd
Ohio
$81K
RI
1370
Redwood Investments
Massachusetts
$81K
PAS
1371
Partnervest Advisory Services
California
$79K +$6.78K +61 +10%
RFA
1372
Reilly Financial Advisors
California
$76K
PIA
1373
Piedmont Investment Advisors
North Carolina
$72.4K
PFO
1374
Pathstone Family Office
New Jersey
$71K
GGPS
1375
Gary Goldberg Planning Services
New York
$67K -$18.9K -170 -22%

MMM Hedge Fund Activity: Q1 2014 in Review

1,417 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2014, worth a combined $61.4B — down 4.2% from $64.1B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MMM positions and 62 closed out — a net gain of 8 holders — while 483 added to existing stakes and 666 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $96.4M. The largest seller was State Street, cutting an estimated $275M.

  • 1,417 institutional investors held 3M (MMM) as of Q1 2014, down from 1,424 in Q4 2013.
  • Funds reported $61.4B of 3M stock for Q1 2014, down 4.2% quarter-over-quarter.
  • 70 funds opened new 3M positions in Q1 2014 and 62 closed out, a net change of +8 holders.
  • The largest 3M buyer in Q1 2014 was Janus Henderson Investors US, an estimated $96.4M added.
  • The largest 3M seller in Q1 2014 was State Street, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2014.