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2,194 hedge funds and large institutions have $66.7B invested in 3M in 2020 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 845 increasing their positions, 772 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 87

11% more capital invested

Capital invested by funds: $60.3B → $66.7B (+$6.47B)

8% more funds holding

Funds holding: 2,0272,194 (+167)

9% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 772

0.89% more ownership

Funds ownership: 78.32%79.21% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

23% less call options, than puts

Call options by funds: $751M | Put options by funds: $971M

Holders
2,194
Holders Change
+167
Holders Change %
+8.24%
% of All Funds
38.82%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.76%
New
284
Increased
845
Reduced
772
Closed
87
Calls
$751M
Puts
$971M
Net Calls
-$220M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2001
Selective Wealth Management
Virginia
$194K +$33.9K +239 +22%
SWA
2002
Sutton Wealth Advisors
Florida
$193K +$2.41K +17 +1%
RIM
2003
Rockbridge Investment Management
New York
$193K +$65K +458 +53%
CT
2004
Clearstead Trust
Maine
$192K
AWM
2005
Accel Wealth Management
Iowa
$192K +$186K +1,312 New
SCM
2006
Silvant Capital Management
Georgia
$191K
LWA
2007
Lenox Wealth Advisors
New York
$188K +$3.83K +27 +2%
SWA
2008
SOA Wealth Advisors
New York
$188K +$177K +1,245 New
BWM
2009
Baystate Wealth Management
Massachusetts
$186K -$12.9K -91 -7%
BSSFA
2010
Baron Silver Stevens Financial Advisors
Florida
$183K +$178K +1,253 New
APC
2011
Aspire Private Capital
North Carolina
$182K -$6.67K -47 -4%
OSNBOA
2012
Old Second National Bank of Aurora
Illinois
$177K
BCM
2013
Blume Capital Management
California
$175K
LAM
2014
Lountzis Asset Management
Pennsylvania
$175K
PFGIA
2015
Patriot Financial Group Insurance Agency
Massachusetts
$172K +$34.1K +240 +26%
TC
2016
Trust Company
Kansas
$168K -$20.2K -142 -11%
LAS
2017
Lloyd Advisory Services
Georgia
$167K -$2.56K -18 -2%
NL
2018
NVWM LLC
Pennsylvania
$163K -$39.3K -277 -20%
M
2019
Mirova
France
$163K +$72.8K +513 +84%
CAL
2020
Capital Advisors Ltd
Ohio
$157K +$142 +1 +0.1%
ARMC
2021
American Research & Management Company
Massachusetts
$154K -$7.52K -53 -5%
FEG
2022
Financial Enhancement Group
Indiana
$151K -$1.7K -12 -1%
KCM
2023
Kathmere Capital Management
Pennsylvania
$150K
MLFP
2024
MPS Loria Financial Planners
Illinois
$149K +$11.6K +82 +9%
AIM
2025
ARK Investment Management
Florida
$148K +$79.2K +558 +123%

MMM Hedge Fund Activity: Q4 2020 in Review

2,194 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q4 2020, worth a combined $66.7B — up 11% from $60.3B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new MMM positions and 87 closed out — a net gain of 197 holders — while 845 added to existing stakes and 772 trimmed.

The largest buyer was BlackRock, adding an estimated $394M. The largest seller was Norges Bank, cutting an estimated $278M.

  • 2,194 institutional investors held 3M (MMM) as of Q4 2020, up from 2,027 in Q3 2020.
  • Funds reported $66.7B of 3M stock for Q4 2020, up 11% quarter-over-quarter.
  • 284 funds opened new 3M positions in Q4 2020 and 87 closed out, a net change of +197 holders.
  • The largest 3M buyer in Q4 2020 was BlackRock, an estimated $394M added.
  • The largest 3M seller in Q4 2020 was Norges Bank, an estimated $278M sold.

Based on aggregated 13F filings for Q4 2020.