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
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1801
SkyView Investment Advisors
New Jersey
$3K +$3K +32 New
WIM
1802
Westside Investment Management
California
$2.9K
LWA
1803
Lowe Wealth Advisors
Maryland
$2.34K
BCM
1804
Bourgeon Capital Management
Connecticut
$2.34K
FCMT
1805
Founders Capital Management (Texas)
Texas
$2.15K
KFP
1806
KB Financial Partners
New Jersey
$2K
VF
1807
VitalStone Financial
Texas
$2K +$2K +31 New
FAM
1808
Flaharty Asset Management
Florida
$1.59K +$1.59K +20 New
HI
1809
Hoey Investments
Pennsylvania
$1.41K
DF
1810
DecisionPoint Financial
Arizona
$1.41K +$1.41K +18 New
GI
1811
GS Investments
Minnesota
$1.4K
AP
1812
Arlington Partners
Alabama
$1.22K -$66.7K -877 -98%
AT
1813
Arlington Trust
Alabama
$1.22K +$1.22K +16 New
TWD
1814
True Wealth Design
Ohio
$1.03K
OAJ
1815
Ogorek Anthony Joseph
New York
$1K
HBW
1816
Hazlett, Burt & Watson
West Virginia
$1K +$1K +13 New
NMG
1817
New Millennium Group
Utah
$996 +$77 +1 +8%
IRAG
1818
Investment Research & Advisory Group
Georgia
$749 +$749 +10 New
CPG
1819
Cornerstone Planning Group
New Jersey
$749 +$749 +10 New
DWA
1820
Delos Wealth Advisors
Texas
$641
TWP
1821
TFO Wealth Partners
Ohio
$601
GWSA
1822
Global Wealth Strategies & Associates
Colorado
$562 +$562 +7 New
SPWM
1823
Spartan Planning & Wealth Management
North Carolina
$187 +$187 +2 New
BGIM
1824
Brandywine Global Investment Management
Pennsylvania
-$45.7M -545,663 Closed
Janney Montgomery Scott
1825
Janney Montgomery Scott
Pennsylvania
-$36.6M -436,808 Closed