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1,958 hedge funds and large institutions have $52.2B invested in 3M in 2020 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 816 increasing their positions, 792 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 792

1.84% less ownership

Funds ownership: 81.84%80% (-1.8%)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

4% less funds holding

Funds holding: 2,0391,958 (-81)

25% less capital invested

Capital invested by funds: $69.4B → $52.2B (-$17.2B)

26% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 207

31% less call options, than puts

Call options by funds: $920M | Put options by funds: $1.33B

Holders
1,958
Holders Change
-81
Holders Change %
-3.97%
% of All Funds
43.14%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.23%
New
153
Increased
816
Reduced
792
Closed
207
Calls
$920M
Puts
$1.33B
Net Calls
-$413M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1501
WoodTrust Financial
Wisconsin
$355K
SMFS
1502
Squar Milner Financial Services
California
$355K +$76.6K +582 +23%
VWM
1503
Venturi Wealth Management
Texas
$355K +$163K +1,237 +66%
SSG
1504
Summit Securities Group
New York
$355K +$409K +3,110 New
WPP
1505
Whalerock Point Partners
Rhode Island
$354K +$56.2K +427 +16%
MRCM
1506
M&R Capital Management
New Jersey
$353K -$51K -388 -11%
LC
1507
LCNB Corp
Ohio
$353K +$89.8K +683 +28%
PTB
1508
Pioneer Trust Bank
Oregon
$351K
KFI
1509
Key Financial Inc
Pennsylvania
$350K
CS
1510
Capital Square
Tennessee
$350K +$23.3K +177 +6%
AI
1511
ArchPoint Investors
Florida
$350K +$404K +3,068 New
CP
1512
Covenant Partners
Tennessee
$350K +$404K +3,068 New
FCM
1513
Firestone Capital Management
Florida
$348K +$1.97K +15 +0.5%
CWM
1514
Connecticut Wealth Management
Connecticut
$347K +$395 +3 +0.1%
WOC
1515
West Oak Capital
California
$347K +$65.3K +496 +20%
CRIG
1516
Charter Research & Investment Group
Connecticut
$346K
GWCM
1517
Godshalk Welsh Capital Management
Pennsylvania
$346K
SPP
1518
Single Point Partners
Massachusetts
$346K +$65.3K +496 +20%
HFG
1519
Heron Financial Group
New York
$345K -$21.2K -161 -6%
CA
1520
Callahan Advisors
Texas
$345K -$6.71K -51 -2%
JCM
1521
Janney Capital Management
Pennsylvania
$345K +$2.24K +17 +0.6%
ECM
1522
EagleClaw Capital Management
Massachusetts
$345K +$46.3K +352 +13%
LL
1523
LPWM LLC
Minnesota
$344K -$40K -304 -9%
SCM
1524
SOL Capital Management
Maryland
$344K
HPWM
1525
Highland Private Wealth Management
Washington
$343K -$40.4K -307 -9%

MMM Hedge Fund Activity: Q1 2020 in Review

1,958 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2020, worth a combined $52.2B — down 25% from $69.4B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of MMM and 153 opened new positions — a net loss of 54 holders — while 792 trimmed existing stakes and 816 added.

The largest buyer was Flossbach Von Storch, adding an estimated $306M. The largest seller was Franklin Resources, cutting an estimated $707M.

  • 1,958 institutional investors held 3M (MMM) as of Q1 2020, down from 2,039 in Q4 2019.
  • Funds reported $52.2B of 3M stock for Q1 2020, down 25% quarter-over-quarter.
  • 153 funds opened new 3M positions in Q1 2020 and 207 closed out, a net change of -54 holders.
  • The largest 3M buyer in Q1 2020 was Flossbach Von Storch, an estimated $306M added.
  • The largest 3M seller in Q1 2020 was Franklin Resources, an estimated $707M sold.

Based on aggregated 13F filings for Q1 2020.