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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
SFWC
2101
Strategic Family Wealth Counselors
New Jersey
-$230K -1,558 Closed
DR
2102
Davis Rea
Ontario, Canada
-$229K -1,555 Closed
VSWA
2103
Vontobel Swiss Wealth Advisors
Switzerland
-$229K -1,555 Closed
BSAM
2104
Blue Sky Asset Management
Colorado
-$229K -1,551 Closed
IC
2105
Inscription Capital
Texas
-$227K -1,542 Closed
SICM
2106
Sustainable Insight Capital Management
New York
-$227K -1,540 Closed
FIG
2107
FundX Investment Group
California
-$226K -1,534 Closed
BCMO
2108
Buckingham Capital Management (Ohio)
Ohio
-$226K -1,532 Closed
HHAM
2109
HITE Hedge Asset Management
Massachusetts
-$226K -1,531 Closed
WLIM
2110
White Lighthouse Investment Management
Massachusetts
-$225K -1,525 Closed
CFSG
2111
Community Financial Services Group
Vermont
-$224K -1,521 Closed
KMWM
2112
Keudell/Morrison Wealth Management
Oregon
-$224K -1,520 Closed
VST
2113
Van Strum & Towne
California
-$224K -1,517 Closed
FHC
2114
First Heartland Consultants
Missouri
-$223K -1,513 Closed
PBO
2115
Peoples Bank (Ohio)
Ohio
-$222K -1,507 Closed
PCM
2116
Perritt Capital Management
Illinois
-$222K -1,503 Closed
RWM
2117
Ritholtz Wealth Management
New York
-$221K -1,499 Closed
RBFC
2118
Roman Butler Fullerton & Co
Missouri
-$219K -1,484 Closed
SWM
2119
Shakespeare Wealth Management
Wisconsin
-$219K -1,483 Closed
MIAS
2120
Mason Investment Advisory Services
Virginia
-$218K -1,477 Closed
IFS
2121
Ifrah Financial Services
Arkansas
-$217K -1,472 Closed
JC
2122
Jentner Corp
Ohio
-$217K -1,472 Closed
AAS
2123
Annex Advisory Services
Wisconsin
-$213K -1,447 Closed
TWM
2124
Titus Wealth Management
California
-$213K -1,442 Closed
CIS
2125
Connors Investor Services
Pennsylvania
-$212K -1,435 Closed

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.