1,894 hedge funds and large institutions have $37.7B invested in 3M in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 708 increasing their positions, 805 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,894
Holders Change
-71
Holders Change %
-3.61%
% of All Funds
27.45%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
140
Increased
708
Reduced
805
Closed
190
Calls
$1.18B
Puts
$833M
Net Calls
+$343M
Net Calls Change
+$162M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1426
Calton & Associates
Florida
$287K -$133K -1,499 -32%
CCM
1427
Cox Capital Management
Massachusetts
$287K -$56.8K -641 -17%
VCM
1428
Virtue Capital Management
Tennessee
$286K -$124K -1,614 -30%
ZAM
1429
Zevin Asset Management
Massachusetts
$286K -$11.5K -130 -4%
AP
1430
Appleton Partners
Massachusetts
$285K -$62K -700 -18%
CBA
1431
Coastal Bridge Advisors
Connecticut
$285K +$1.6K +18 +0.6%
SAM
1432
SP Asset Management
California
$284K -$200K -2,256 -41%
SMA
1433
Sage Mountain Advisors
Georgia
$284K +$284K +3,204 New
SF
1434
Symphony Financial
Texas
$284K -$826K -9,320 -74%
AAIS
1435
ABN AMRO Investment Solutions
$283K
EWA
1436
EverSource Wealth Advisors
Alabama
$283K +$213K +2,638 +305%
RB
1437
Rodgers Brothers
Pennsylvania
$282K +$35.9K +405 +15%
KW
1438
KWB Wealth
California
$281K +$281K +3,174 New
LA
1439
Legacy Advisors
Pennsylvania
$281K +$6.12K +69 +2%
VP
1440
Verum Partners
North Carolina
$281K +$3.1K +35 +1%
PGAM
1441
Princeton Global Asset Management
New Jersey
$280K +$177 +2 +0.1%
ECAM
1442
East Coast Asset Management
Massachusetts
$279K
BIAS
1443
Beacon Investment Advisory Services
New Jersey
$278K -$51.8K -584 -16%
SMWM
1444
Silvia McColl Wealth Management
California
$278K +$16.7K +216 +6%
GWM
1445
Greenwich Wealth Management
Connecticut
$278K +$6.48K +73 +2%
GWA
1446
GGM Wealth Advisors
Maryland
$277K +$3.56K +46 +1%
CAM
1447
Cozad Asset Management
Illinois
$277K +$5.68K +64 +2%
IFWM
1448
Institute for Wealth Management
Colorado
$276K +$58.4K +658 +27%
HI
1449
Humankind Investments
New York
$276K +$31.5K +355 +13%
BFA
1450
Beaumont Financial Advisors
Massachusetts
$276K +$9.13K +103 +3%