1,931 hedge funds and large institutions have $87.1B invested in 3M in 2018 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 680 increasing their positions, 867 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,931
Holders Change
-20
Holders Change %
-1.03%
% of All Funds
44.32%
Holding in Top 10
149
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.59%
% of All Funds
3.42%
New
103
Increased
680
Reduced
867
Closed
98
Calls
$526M
Puts
$1.08B
Net Calls
-$555M
Net Calls Change
+$807M
Name Holding Trade Value Shares
Change
Shares
Change %
JPG
2001
Jordan Park Group
California
-$220K -1,119 Closed
BO
2002
BRR OpCo
Ohio
-$218K -1,109 Closed
LA
2003
LVW Advisors
New York
-$216K -1,099 Closed
EVM
2004
Evelyn V. Moreno
-$212K -1,076 Closed
SL
2005
Summitry LLC
California
-$212K -1,076 Closed
WA
2006
WP Advisors
California
-$210K -1,069 Closed
BFPW
2007
BOK Financial Private Wealth
Colorado
-$209K -1,064 Closed
WP
2008
WealthSource Partners
California
-$208K -1,057 Closed
PAMG
2009
Patton Albertson Miller Group
Tennessee
-$205K -1,041 Closed
SIM
2010
Sadoff Investment Management
Wisconsin
-$202K -1,027 Closed
BP
2011
BBR Partners
New York
-$202K -1,025 Closed
GIM
2012
Greylin Investment Management
Virginia
-$201K -1,020 Closed
BL
2013
Balentine LLC
Georgia
-$179K -910 Closed
RPG
2014
Risk Paradigm Group
Texas
-$167K -849 Closed
NIT
2015
NumerixS Investment Technologies
British Columbia, Canada
-$165K -837 Closed
FFG
2016
Ford Financial Group
California
-$143K -718 Closed
AIP
2017
Almanack Investment Partners
Pennsylvania
-$139K -709 Closed
BCM
2018
Brasada Capital Management
Texas
-$94K -478 Closed
SAM
2019
Solaris Asset Management
New York
-$94K -478 Closed
IWP
2020
Icon Wealth Partners
Texas
-$92K -468 Closed
RPC
2021
Rossmore Private Capital
Connecticut
-$82.6K -420 Closed
IAM
2022
Integre Asset Management
New York
-$81K -411 Closed
CCA
2023
Catalyst Capital Advisors
New York
-$60K -305 Closed
CI Investments Inc
2024
CI Investments Inc
Ontario, Canada
-$19K -94 Closed
SPI
2025
Santori & Peters Inc
Pennsylvania
-$15K -84 Closed