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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
CCS
1376
Crosspoint Capital Strategies
California
$60K
BCMIO
1377
Beacon Capital Management Inc (Ohio)
Ohio
$55K +$666 +6 +1%
SAM
1378
Solaris Asset Management
New York
$54K
NCM
1379
Nelson Capital Management
California
$52K +$10.6K +95 +26%
CAW
1380
Cornerstone Advisors (Washington)
Washington
$52K +$41.9K +377 +454%
PCM
1381
Prelude Capital Management
New York
$51K +$50.3K +453 New
CBT
1382
Central Bank & Trust
Kentucky
$47K
MIP
1383
Mondrian Investment Partners
United Kingdom
$41K -$20.6M -185,021 -100%
EWM
1384
Elite Wealth Management
Washington
$41K -$45.4K -409 -53%
AFIA
1385
America First Investment Advisors
Nebraska
$41K +$2.11K +19 +6%
CFN
1386
Cordasco Financial Network
Florida
$41K +$39.9K +359 New
ICM
1387
ICC Capital Management
Florida
$41K +$39.9K +359 New
TFA
1388
Transamerica Financial Advisors
Florida
$36K
PFG
1389
Piershale Financial Group
Illinois
$29K +$222 +2 +0.8%
BC
1390
Blackhill Capital
New Jersey
$27K -$6.67K -60 -20%
CFG
1391
CKW Financial Group
Hawaii
$27K
LFR
1392
Lehman Financial Resources
Pennsylvania
$27K
PWAG
1393
Polaris Wealth Advisory Group
California
$27K
CFSG
1394
Community Financial Services Group
Vermont
$27K +$26.5K +239 New
TF
1395
Trutina Financial
Washington
$27K +$26.5K +239 New
S
1396
SignatureFD
Georgia
$26K -$14.2K -128 -36%
CG
1397
Colony Group
Massachusetts
$24K +$10.9K +98 +85%
GXMC
1398
Global X Management Company
New York
$23K -$7.55K -68 -25%
MUMSS
1399
Mitsubishi UFJ Morgan Stanley Securities
Japan
$22K -$16K -144 -43%
NC
1400
Nicholas Company
Wisconsin
$20K

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.