2,247 hedge funds and large institutions have $74.4B invested in 3M in 2021 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 954 increasing their positions, 774 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,247
Holders Change
+61
Holders Change %
+2.79%
% of All Funds
39.57%
Holding in Top 10
61
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+41.86%
% of All Funds
1.07%
New
194
Increased
954
Reduced
774
Closed
106
Calls
$996M
Puts
$867M
Net Calls
+$129M
Net Calls Change
+$344M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
1826
Summit Financial Group
West Virginia
$336K
MRCM
1827
M&R Capital Management
New Jersey
$334K -$67.6K -420 -17%
RHFI
1828
Reilly Herbert Faulkner III
$334K
ACP
1829
Aveo Capital Partners
Colorado
$334K +$334K +2,075 New
TF
1830
TRH Financial
Iowa
$333K -$4.36K -27 -1%
PO
1831
Private Ocean
California
$333K
AA
1832
Aufman Associates
Pennsylvania
$332K +$322 +2 +0.1%
CWA
1833
Cornerstone Wealth Advisors
Minnesota
$332K +$332K +2,063 New
SC
1834
Steph & Co
Wisconsin
$331K
AC
1835
Addison Capital
Pennsylvania
$330K -$15.5K -96 -4%
RWI
1836
Red Wave Investments
Pennsylvania
$330K
TLP
1837
Trinity Legacy Partners
Texas
$330K +$330K +1,985 New
EGWAG
1838
Elwood & Goetz Wealth Advisory Group
Georgia
$329K
JHP
1839
James Hambro & Partners
United Kingdom
$328K +$328K +2,033 New
SIC
1840
Sigma Investment Counselors
Michigan
$327K -$102K -631 -24%
IF
1841
Ironwood Financial
Arizona
$327K
EIG
1842
Ellenbecker Investment Group
Wisconsin
$326K -$18.2K -113 -5%
MCG
1843
McCollum Christoferson Group
New York
$325K
SF
1844
Symphony Financial
Texas
$325K +$72.4K +444 +29%
LC
1845
Lincoln Capital
Nebraska
$324K
AIC
1846
Archer Investment Corporation
Indiana
$323K +$70.7K +439 +28%
SBWIC
1847
Schaper Benz & Wise Investment Counsel
Wisconsin
$322K
PA
1848
Perennial Advisors
New York
$319K -$19.3K -120 -6%
QPWM
1849
Quadrant Private Wealth Management
Pennsylvania
$319K
KFA
1850
Kelleher Financial Advisors
New York
$318K