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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 %
FBC
1426
Fairfield, Bush & Co
Connecticut
$261K -$187K -2,386 -42%
RL
1427
Rogco LP
Oklahoma
$261K +$261K +3,330 New
SP
1428
Successful Portfolios
Florida
$261K – – –
AWM
1429
Axxcess Wealth Management
California
$260K +$62.3K +796 +31%
PSIWM
1430
Paradigm Strategies in Wealth Management
Minnesota
$260K -$59.2K -756 -19%
MFC
1431
Mechanics Financial Corp
Ohio
$258K – – –
LL
1432
LPWM LLC
Minnesota
$258K -$4.07K -54 -2%
DAS
1433
Dynamic Advisor Solutions
Arizona
$258K -$142K -1,812 -35%
QL
1434
Quarry LP
New York
$258K +$242K +3,088 +1,485%
MGAM
1435
McGowan Group Asset Management
Texas
$258K -$82.4K -1,052 -24%
GAB
1436
German American Bancorp
Indiana
$255K – – –
BSA
1437
Bull Street Advisors
Georgia
$255K +$21.5K +275 +9%
AG
1438
Advocate Group
Minnesota
$255K -$149K -1,900 -37%
BIA
1439
Bigelow Investment Advisors
Maine
$254K -$8.93K -114 -3%
NAM
1440
NTV Asset Management
West Virginia
$253K – – –
ADMI
1441
Albert D. Mason Inc
Massachusetts
$253K – – –
TA
1442
TKG Advisors
Indiana
$253K +$9.32K +119 +4%
AA
1443
AJ Advisors
Tennessee
$252K -$9.78K -125 -4%
ZAM
1444
Zevin Asset Management
Massachusetts
$252K – – –
WTA
1445
Washington Trust Advisors
Massachusetts
$252K -$27.2K -348 -10%
DDC
1446
DF Dent & Co
Maryland
$252K -$313K -4,001 -55%
DA
1447
Detalus Advisors
Missouri
$251K -$122K -1,553 -33%
CCA
1448
Cobblestone Capital Advisors
New York
$251K +$9.32K +119 +4%
HWM
1449
Horizon Wealth Management
Illinois
$250K +$2.43K +31 +1%
OFS
1450
OneAscent Financial Services
Alabama
$249K +$249K +3,185 New
56 57
58
59 60