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1,649 hedge funds and large institutions have $69.1B invested in 3M in 2016 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 524 increasing their positions, 761 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 36

2% more funds holding

Funds holding: 1,6231,649 (+26)

0.87% less ownership

Funds ownership: 79.7%78.83% (-0.87%)

2% less capital invested

Capital invested by funds: $70.7B → $69.1B (-$1.54B)

1% less funds holding in top 10

Funds holding in top 10: 136134 (-2)

31% less repeat investments, than reductions

Existing positions increased: 524 | Existing positions reduced: 761

33% less call options, than puts

Call options by funds: $601M | Put options by funds: $896M

Holders
1,649
Holders Change
+26
Holders Change %
+1.6%
% of All Funds
44%
Holding in Top 10
134
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.47%
% of All Funds
3.58%
New
80
Increased
524
Reduced
761
Closed
36
Calls
$601M
Puts
$896M
Net Calls
-$295M
Net Calls Change
-$54.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AFIA
1626
America First Investment Advisors
Nebraska
$23K
IPC
1627
Independent Portfolio Consultants
Florida
$21K -$9.71K -65 -31%
CFS
1628
Commonwealth Financial Services
West Virginia
$21K
CF
1629
CenterStar Fund
Illinois
$20K
GWA
1630
Guidant Wealth Advisors
Illinois
$20K +$20.6K +138 New
HW
1631
Hedeker Wealth
Illinois
$19.8K -$1.42M -9,513 -69%
AA
1632
AlphaMark Advisors
Kentucky
$19K
PCM
1633
Penserra Capital Management
California
$19K +$7.91K +53 +66%
AWMS
1634
Advocacy Wealth Management Services
Georgia
$18K -$17.8K -119 -50%
IR
1635
Invictus RG
Bermuda
$15K +$7.17K +48 +94%
RBC
1636
Roble Belko & Company
Pennsylvania
$15K +$14.9K +100 New
WAS
1637
WESPAC Advisors SoCal
California
$15K
CIM
1638
CenturyLink Investment Management
Colorado
$14K -$103K -692 -88%
LWA
1639
Lenox Wealth Advisors
New York
$14K +$3.58K +24 +33%
NC
1640
NewSquare Capital
Pennsylvania
$13K
LWM
1641
LBA Wealth Management
Florida
$12K -$9.85K -66 -46%
HCM
1642
Herndon Capital Management
Georgia
$10K
IF
1643
Ironwood Financial
Arizona
$9K
PSC
1644
Prentiss Smith & Co
Vermont
$5K
AIS
1645
Accurate Investment Solutions
Pennsylvania
$4K
CIM
1646
Contravisory Investment Management
Massachusetts
$3K -$2.09K -14 -38%
FMP
1647
Financial Management Professionals
Texas
$2K -$5.82K -39 -74%
SBL
1648
Sargent Bickham Lagudis
Colorado
$1.44K +$16.4K +110 +1%
JIR
1649
James Investment Research
Ohio
$1K
PVH
1650
Psagot Value Holdings
Israel
$1K

MMM Hedge Fund Activity: Q3 2016 in Review

1,649 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q3 2016, worth a combined $69.1B — down 2.2% from $70.7B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new MMM positions and 36 closed out — a net gain of 44 holders — while 524 added to existing stakes and 761 trimmed.

The largest buyer was Vanguard Group, adding an estimated $176M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $308M sold.

  • 1,649 institutional investors held 3M (MMM) as of Q3 2016, up from 1,623 in Q2 2016.
  • Funds reported $69.1B of 3M stock for Q3 2016, down 2.2% quarter-over-quarter.
  • 80 funds opened new 3M positions in Q3 2016 and 36 closed out, a net change of +44 holders.
  • The largest 3M buyer in Q3 2016 was Vanguard Group, an estimated $176M added.
  • The largest 3M seller in Q3 2016 was Fiduciary Management Inc, an estimated $308M sold.

Based on aggregated 13F filings for Q3 2016.