We are live on ! Find out more

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
LFG
1576
Larson Financial Group
Missouri
$311K +$2.89K +22 +0.8%
CWS
1577
Cypress Wealth Services
California
$311K +$50.6K +385 +16%
SHWM
1578
Silicon Hills Wealth Management
Texas
$309K +$356K +2,703 +38,614%
DA
1579
Doliver Advisors
Texas
$307K
TNA
1580
True North Advisors
Texas
$307K +$1.18K +9 +0.3%
SWM
1581
Sugarloaf Wealth Management
Georgia
$307K +$5K +38 +1%
PP
1582
PDS Planning
Ohio
$307K +$49.1K +373 +16%
CWM
1583
Campbell Wealth Management
Virginia
$304K -$9.08K -69 -3%
IIA
1584
ICW Investment Advisors
Arizona
$304K +$87.4K +664 +33%
IDA
1585
Intelligence Driven Advisers
California
$303K +$1.97K +15 +0.6%
QC
1586
Quadrature Capital
United Kingdom
$301K -$19.5M -148,018 -98%
EWA
1587
Exencial Wealth Advisors
Oklahoma
$301K +$78.3K +595 +29%
ACM
1588
Armbruster Capital Management
New York
$300K -$31.4K -239 -8%
LCM
1589
Liberty Capital Management
Michigan
$299K -$10.3K -78 -3%
BHWM
1590
Bay Harbor Wealth Management
Maryland
$299K -$1.58K -12 -0.5%
WRM
1591
Weybosset Research & Management
Rhode Island
$299K
PFGIA
1592
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$214K +1,624 +163%
NICM
1593
Neo Ivy Capital Management
New York
$297K +$343K +2,606 New
ATWA
1594
Arbor Trust Wealth Advisors
Michigan
$295K +$340K +2,585 New
PGWM
1595
Parisi Gray Wealth Management
New Jersey
$294K -$848K -6,448 -71%
BWA
1596
Burt Wealth Advisors
Maryland
$294K -$21.3K -162 -6%
PCMK
1597
Paragon Capital Management (Kansas)
Kansas
$294K -$3.81K -29 -1%
TCPWM
1598
Traverso Chambers Private Wealth Management
California
$294K
NFC
1599
Northeast Financial Consultants
Connecticut
$294K +$789 +6 +0.2%
WCM
1600
Windsor Capital Management
Arizona
$294K +$21.6K +164 +7%

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.