MMM icon

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 %
HFM
1701
Hartford Financial Management
Connecticut
$41.2K – – –
CBT
1702
Central Bank & Trust
Kentucky
$39.8K – – –
AWA
1703
Artemis Wealth Advisors
New York
$39.6K +$3.76K +48 +10%
AFG
1704
Albion Financial Group
Utah
$38.9K -$352K -4,489 -90%
OP
1705
ORG Partners
Indiana
$38.6K -$422K -5,389 -92%
CMA
1706
Cedar Mountain Advisors
Oregon
$37.8K -$8.61K -110 -19%
AWA
1707
Authentikos Wealth Advisory
California
$37.4K +$37.4K +478 New
BFP
1708
Briaud Financial Planning
Texas
$35K +$35K +453 New
CSWM
1709
Cassady Schiller Wealth Management
Ohio
$34.7K -$18.7K -239 -35%
CMP
1710
Coston McIsaac & Partners
Maine
$34K -$3.28M -43,268 -99%
TIM
1711
Tortoise Investment Management
New York
$33.5K -$2.35K -30 -7%
MCA
1712
Maryland Capital Advisors
Maryland
$32.8K – – –
KHC
1713
Koesten Hirschmann & Crabtree
Kansas
$30.9K – – –
KFS
1714
Kelly Financial Services
Massachusetts
$30.6K – – –
AWM
1715
Abound Wealth Management
Tennessee
$30.5K -$547 -7 -2%
BWM
1716
Baystate Wealth Management
Massachusetts
$30.4K -$2.27K -29 -7%
BSWA
1717
Bromfield Sneider Wealth Advisors
Massachusetts
$29.3K – – –
DFA
1718
DHJJ Financial Advisors
Illinois
$28.1K +$28.1K +359 New
APC
1719
Aspire Private Capital
North Carolina
$26.8K -$314 -4 -1%
TCPG
1720
Trivant Custom Portfolio Group
California
$26.2K -$7.2K -92 -22%
NL
1721
NVWM LLC
Pennsylvania
$25.7K – – –
CIA
1722
Cape Investment Advisory
Georgia
$25.4K +$78 +1 +0.3%
SOW
1723
State of Wyoming
Wyoming
$25.4K -$345K -4,409 -93%
CCMI
1724
Creative Capital Management Investments
California
$25.3K – – –
MWA
1725
Miller Wealth Advisors
Colorado
$25.2K – – –
67 68
69
70 71