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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 %
LFA
1601
LGT Financial Advisors
Texas
$145K +$145K +1,855 New
CCM
1602
Copeland Capital Management
Pennsylvania
$140K – – –
KFA
1603
Kelleher Financial Advisors
New York
$140K -$5.48K -70 -4%
PO
1604
Private Ocean
California
$139K – – –
M
1605
MOTCO
Texas
$139K +$21.1K +270 +18%
MHR
1606
Matthew Hamilton Rosenberg
$137K +$56.2K +718 +69%
SC
1607
Steph & Co
Wisconsin
$136K – – –
GI
1608
Gradient Investments
Minnesota
$135K -$32.5K -415 -19%
DAM
1609
Delta Asset Management
Tennessee
$134K – – –
AA
1610
Alta Advisers
United Kingdom
$131K – – –
VC
1611
Vestor Capital
Illinois
$130K -$5.73K -73 -4%
TPCW
1612
TD Private Client Wealth
New York
$127K +$33.7K +431 +36%
SCM
1613
Silvant Capital Management
Georgia
$126K – – –
OA
1614
Operose Advisors
Wisconsin
$123K +$48.2K +616 +64%
BCM
1615
Blume Capital Management
California
$122K – – –
HDIM
1616
Hanson & Doremus Investment Management
Vermont
$120K -$2.34K -30 -2%
AAG
1617
Armstrong Advisory Group
Massachusetts
$120K +$8.22K +105 +7%
APW
1618
Acima Private Wealth
Virginia
$119K – – –
AGWCA
1619
Annis Gardner Whiting Capital Advisors
Florida
$119K +$119K +1,524 New
BWAM
1620
Boyd Watterson Asset Management
Ohio
$119K -$3.29K -42 -3%
CAL
1621
Capital Advisors Ltd
Ohio
$115K -$5.48K -70 -5%
CWM
1622
Compass Wealth Management
Connecticut
$113K -$38K -486 -25%
FCG
1623
Financial Connections Group
California
$113K – – –
Loomis, Sayles & Company
1624
Loomis, Sayles & Company
Massachusetts
$112K +$9.68K +124 +9%
AI
1625
AXS Investments
New York
$111K -$24K -306 -18%
63 64
65
66 67