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1,958 hedge funds and large institutions have $52.2B invested in 3M in 2020 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 816 increasing their positions, 792 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 792

1.84% less ownership

Funds ownership: 81.84%80% (-1.8%)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

4% less funds holding

Funds holding: 2,0391,958 (-81)

25% less capital invested

Capital invested by funds: $69.4B → $52.2B (-$17.2B)

26% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 207

31% less call options, than puts

Call options by funds: $920M | Put options by funds: $1.33B

Holders
1,958
Holders Change
-81
Holders Change %
-3.97%
% of All Funds
43.14%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.23%
New
153
Increased
816
Reduced
792
Closed
207
Calls
$920M
Puts
$1.33B
Net Calls
-$413M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
1901
Weaver Consulting Group
California
$26K +$132 +1 +0.4%
EWP
1902
Engrave Wealth Partners
Texas
$25K -$5.26K -40 -15%
JAM
1903
JCIC Asset Management
Ontario, Canada
$25K +$4.34K +33 +18%
EWA
1904
Evolution Wealth Advisors
Florida
$24K +$21.8K +166 +386%
BBA
1905
Braun-Bostich & Associates
Pennsylvania
$23K
BAMG
1906
Brand Asset Management Group
Missouri
$22K -$4.08K -31 -14%
POIA
1907
Pin Oak Investment Advisors
Texas
$22K
CFO
1908
CVA Family Office
Colorado
$22K +$25.8K +196 New
CFG
1909
Capstone Financial Group
Oklahoma
$21K
NCM
1910
New Capital Management
Texas
$21K
SC
1911
Solstein Capital
California
$21K +$4.47K +34 +23%
BAM
1912
Bellevue Asset Management
Washington
$21K +$7.89K +60 +54%
LSA
1913
Lion Street Advisors
Texas
$21K +$24.2K +184 New
AC
1914
AlphaCore Capital
California
$20K +$23K +175 New
BCM
1915
Bourgeon Capital Management
Connecticut
$17K
IRC
1916
Investors Research Corp
Georgia
$16K
HWA
1917
HHM Wealth Advisors
Tennessee
$16K +$18.3K +139 New
HF
1918
Halpern Financial
Virginia
$15.2K
GI
1919
GS Investments
Minnesota
$15K -$300K -2,278 -95%
WCM
1920
Wealthcare Capital Management
Virginia
$15K -$2.24K -17 -11%
LD
1921
Lipe & Dalton
New York
$15K
AWM
1922
AllSquare Wealth Management
New York
$14K
AFIA
1923
America First Investment Advisors
Nebraska
$14K
DWA
1924
Dougherty Wealth Advisers
Minnesota
$14K
ICM
1925
Islay Capital Management
Texas
$14K

MMM Hedge Fund Activity: Q1 2020 in Review

1,958 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2020, worth a combined $52.2B — down 25% from $69.4B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of MMM and 153 opened new positions — a net loss of 54 holders — while 792 trimmed existing stakes and 816 added.

The largest buyer was Flossbach Von Storch, adding an estimated $306M. The largest seller was Franklin Resources, cutting an estimated $707M.

  • 1,958 institutional investors held 3M (MMM) as of Q1 2020, down from 2,039 in Q4 2019.
  • Funds reported $52.2B of 3M stock for Q1 2020, down 25% quarter-over-quarter.
  • 153 funds opened new 3M positions in Q1 2020 and 207 closed out, a net change of -54 holders.
  • The largest 3M buyer in Q1 2020 was Flossbach Von Storch, an estimated $306M added.
  • The largest 3M seller in Q1 2020 was Franklin Resources, an estimated $707M sold.

Based on aggregated 13F filings for Q1 2020.