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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 %
BHC
1401
Bowen Hanes & Co
Florida
$274K +$274K +3,502 New
DM
1402
Diker Management
New York
$274K – – –
AHB
1403
Abner Herrman & Brock
New Jersey
$274K – – –
GWA
1404
GGM Wealth Advisors
Maryland
$273K +$3.29K +42 +1%
TIMH
1405
Tilt Investment Management Holdings
New York
$272K – – –
NEWAS
1406
N.E.W. Advisory Services
Wisconsin
$272K +$10.3K +132 +4%
CWM
1407
Chesapeake Wealth Management
Virginia
$271K – – –
CT
1408
Columbia Trust
Oregon
$271K – – –
GA
1409
Gateway Advisory
New Jersey
$271K – – –
CS
1410
Comerica Securities
Michigan
$271K +$2.66K +34 +1%
RCWM
1411
Royal Capital Wealth Management
Indiana
$270K -$14.3K -183 -5%
LC
1412
Lindbrook Capital
California
$268K +$15K +192 +6%
TCPWM
1413
Traverso Chambers Private Wealth Management
California
$267K – – –
IWA
1414
Inspirion Wealth Advisors
Illinois
$267K -$39.3K -502 -13%
FCM
1415
Firestone Capital Management
Florida
$267K – – –
GWCM
1416
Godshalk Welsh Capital Management
Pennsylvania
$265K +$35.1K +449 +15%
AOWM
1417
Alpha Omega Wealth Management
Virginia
$265K +$22.5K +287 +9%
HPM
1418
Hoxton Planning & Management
West Virginia
$265K +$54.2K +693 +26%
GTAM
1419
Global Trust Asset Management
Florida
$265K -$3.13K -40 -1%
HVIA
1420
Hudson Valley Investment Advisors
New York
$264K -$103K -1,317 -28%
HWA
1421
Heritage Wealth Advisors
Virginia
$264K -$23.4K -299 -8%
FCA
1422
Fortis Capital Advisors
Kansas
$262K – – –
MWM
1423
Merriman Wealth Management
Washington
$262K -$705 -9 -0.3%
CYG
1424
Clean Yield Group
Vermont
$262K +$24.8K +328 +10%
IGWM
1425
ICA Group Wealth Management
Colorado
$261K +$45.4K +580 +21%
55 56
57
58 59