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3M
MMM

Overview Fund Activity

1,954 hedge funds and large institutions have $73.4B invested in 3M in 2018 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 627 increasing their positions, 828 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,954
Holders Change
+61
Holders Change %
+3.22%
% of All Funds
43.61%
Holding in Top 10
111
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11%
% of All Funds
2.48%
New
198
Increased
627
Reduced
828
Closed
117
Calls
$591M
Puts
$837M
Net Calls
-$246M
Net Calls Change
-$51.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$306M
2
BlackRock
BlackRock
New York
+$220M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$177M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$148M
5
Bessemer Group
Bessemer Group
New Jersey
+$106M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$319M
2
Morgan Stanley
Morgan Stanley
New York
-$268M
3
CWM
Cornerstone Wealth Management
Missouri
-$230M
4
American Century Companies
American Century Companies
Missouri
-$206M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1901
WealthBridge Capital Management
Ohio
$29K +$29K +183 New
SIAS
1902
Shine Investment Advisory Services
Colorado
$27K – – –
OAJ
1903
Ogorek Anthony Joseph
New York
$26K – – –
AA
1904
AlphaMark Advisors
Kentucky
$21K – – –
RA
1905
Rational Advisors
New York
$21K +$21K +132 New
AFIA
1906
America First Investment Advisors
Nebraska
$20K – – –
CWM
1907
Catamount Wealth Management
Connecticut
$20K +$10K +60 +100%
DWA
1908
Dougherty Wealth Advisers
Minnesota
$20K +$20K +120 New
NSG
1909
Nalls Sherbakoff Group
Tennessee
$20K +$20K +123 New
KL
1910
KWMG LLC
Kansas
$19K – – –
WCM
1911
Wealthcare Capital Management
Virginia
$18K – – –
ME
1912
McIlrath & Eck
Washington
$16K – – –
LWS
1913
Lucia Wealth Services
California
$15K -$186K -1,141 -93%
RFWA
1914
RPg Family Wealth Advisory
Massachusetts
$14.3K – – –
GCM
1915
Gables Capital Management
Florida
$13K – – –
CFG
1916
CKW Financial Group
Hawaii
$13K +$13K +84 New
GWA
1917
Guidant Wealth Advisors
Illinois
$12K -$18.3K -119 -60%
SIS
1918
Sound Income Strategies
Florida
$12K +$4.62K +30 +63%
UB
1919
UMB Bank
Missouri
$11.8K -$658 -4,131 -5%
CJA
1920
C-J Advisory
California
$11K – – –
SCA
1921
Stuart Chaussee & Associates
California
$11K – – –
LC
1922
Lavaca Capital
Texas
$11K +$11K +67 New
IF
1923
Ironwood Financial
Arizona
$10K – – –
AWMS
1924
Advocacy Wealth Management Services
Georgia
$10K – – –
CFN
1925
Cordasco Financial Network
Florida
$10K – – –
75 76
77
78 79