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2,254 hedge funds and large institutions have $74.5B invested in 3M in 2021 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 957 increasing their positions, 776 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 106

42% more funds holding in top 10

Funds holding in top 10: 4361 (+18)

23% more repeat investments, than reductions

Existing positions increased: 957 | Existing positions reduced: 776

15% more call options, than puts

Call options by funds: $996M | Put options by funds: $867M

12% more capital invested

Capital invested by funds: $66.7B → $74.5B (+$7.76B)

3% more funds holding

Funds holding: 2,1932,254 (+61)

1.46% more ownership

Funds ownership: 79.21%80.67% (+1.5%)

Holders
2,254
Holders Change
+61
Holders Change %
+2.78%
% of All Funds
39.58%
Holding in Top 10
61
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+41.86%
% of All Funds
1.07%
New
194
Increased
957
Reduced
776
Closed
106
Calls
$996M
Puts
$867M
Net Calls
+$129M
Net Calls Change
+$349M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
2201
FormulaFolio Investments
Michigan
$24K -$4.14M -27,668 -100%
BCM
2202
Bourgeon Capital Management
Connecticut
$24K
HWA
2203
HHM Wealth Advisors
Tennessee
$23K
IRC
2204
Investors Research Corp
Georgia
$23K
EAM
2205
Eukles Asset Management
Ohio
$23K +$1.5K +10 +7%
BCPWM
2206
Bradley & Co Private Wealth Management
Florida
$23K +$21K +140 New
Loomis, Sayles & Company
2207
Loomis, Sayles & Company
Massachusetts
$22K +$20.4K +136 New
CMBA
2208
C.M. Bidwell & Associates
Hawaii
$22K +$20.7K +138 New
RA
2209
Resolute Advisors
California
$22K +$27.2K +182 New
HF
2210
Halpern Financial
Virginia
$21.4K
NCM
2211
New Capital Management
Texas
$21K -$2.69K -18 -12%
GI
2212
GS Investments
Minnesota
$21K
AFIA
2213
America First Investment Advisors
Nebraska
$20K
AWM
2214
AllSquare Wealth Management
New York
$19K
AW
2215
Avion Wealth
Texas
$19K
CPWM
2216
Cypress Point Wealth Management
Texas
$19K
LB
2217
Legacy Bridge
Iowa
$19K
RDFA
2218
Ritter Daniher Financial Advisory
Ohio
$19K
GAM
2219
Grandview Asset Management
Pennsylvania
$19K +$18.1K +121 New
KFP
2220
KB Financial Partners
New Jersey
$18K +$17.2K +115 New
CPFP
2221
Clear Perspectives Financial Planning
Ohio
$17K
HFM
2222
Harvest Fund Management
China
$15K -$35.5K -237 -71%
FA
2223
Financial Avengers
California
$15K -$12.1K -81 -46%
EIP
2224
Ellis Investment Partners
Pennsylvania
$15K -$1.05K -7 -7%
KC
2225
Knuff & Co
California
$15K

MMM Hedge Fund Activity: Q1 2021 in Review

2,254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in 3M (MMM) for Q1 2021, worth a combined $74.5B — up 12% from $66.7B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new MMM positions and 106 closed out — a net gain of 88 holders — while 957 added to existing stakes and 776 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $423M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $290M sold.

  • 2,254 institutional investors held 3M (MMM) as of Q1 2021, up from 2,193 in Q4 2020.
  • Funds reported $74.5B of 3M stock for Q1 2021, up 12% quarter-over-quarter.
  • 194 funds opened new 3M positions in Q1 2021 and 106 closed out, a net change of +88 holders.
  • The largest 3M buyer in Q1 2021 was Financial Perspectives, an estimated $423M added.
  • The largest 3M seller in Q1 2021 was First Eagle Investment Management, an estimated $290M sold.

Based on aggregated 13F filings for Q1 2021.