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Freeport-McMoran
FCX

860 hedge funds and large institutions have $17.5B invested in Freeport-McMoran in 2014 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 284 increasing their positions, 391 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% less ownership

Funds ownership: 72.9% → 72.28% (-0.63%)

6% less funds holding

Funds holding: 917 → 860 (-57)

27% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 391

29% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 149

29% less capital invested

Capital invested by funds: $24.7B → $17.5B (-$7.21B)

32% less call options, than puts

Call options by funds: $539M | Put options by funds: $791M

38% less funds holding in top 10

Funds holding in top 10: 21 → 13 (-8)

Holders
860
Holders Change
-57
Holders Change %
-6.22%
% of All Funds
22.93%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.35%
New
106
Increased
284
Reduced
391
Closed
149
Calls
$539M
Puts
$791M
Net Calls
-$253M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$209M
2
Franklin Resources
Franklin Resources
California
+$144M
3
GTP
Global Thematic Partners
New York
+$128M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$105M
5
Two Sigma Investments
Two Sigma Investments
New York
+$102M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$543M
2
WRF
Waddell & Reed Financial
Kansas
-$272M
3
BG
BlackRock Group
United Kingdom
-$166M
4
MAM
Marketfield Asset Management
New York
-$166M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCT
251
TIAA CREF Trust
Missouri
$4.95M -$500K -18,117 -8%
AWCI
252
Alpine Woods Capital Investors
New York
$4.92M – – –
MIM
253
Montgomery Investment Management
Maryland
$4.85M +$2.22M +80,526 +63%
FP
254
Foundry Partners
Minnesota
$4.73M +$1.38M +49,913 +33%
PI
255
Placemark Investments
Illinois
$4.72M +$97.8K +3,542 +2%
SMDAM
256
Sumitomo Mitsui DS Asset Management
Japan
$4.72M -$1.16M -41,951 -17%
ICM
257
Ionic Capital Management
New York
$4.7M +$5.56M +201,273 New
WBC
258
Westpac Banking Corp
Australia
$4.7M -$104K -3,752 -2%
CL
259
CFS LLC
Oklahoma
$4.66M -$494K -17,882 -8%
TCM
260
Tran Capital Management
California
$4.63M +$344K +12,475 +7%
Millennium Management
261
Millennium Management
New York
$4.63M -$5.9M -213,761 -52%
CCA
262
Canyon Capital Advisors
Texas
$4.51M +$2.51M +90,914 +89%
NCA
263
New Century Advisors
Maryland
$4.47M +$5.28M +191,350 New
CA
264
Commerzbank Aktiengesellschaft
Germany
$4.46M -$3.98M -144,088 -43%
DADC
265
D.A. Davidson & Co
Montana
$4.46M +$2.96M +107,145 +128%
VKH
266
Virtu KCG Holdings
New York
$4.43M +$2.01M +72,879 +62%
KPCM
267
Kings Point Capital Management
New York
$4.38M +$420K +15,232 +9%
PA
268
Profund Advisors
Maryland
$4.34M -$2.35M -85,300 -31%
URS
269
Utah Retirement Systems
Utah
$4.2M – – –
TCMG
270
TSP Capital Management Group
New Jersey
$4.19M – – –
AG
271
Aperio Group
California
$4.15M -$2.43M -87,954 -33%
CA
272
Cetera Advisors
Colorado
$4.14M -$319K -11,566 -6%
Asset Management One
273
Asset Management One
Japan
$4.13M -$9.14K -331 -0.2%
Calamos Advisors
274
Calamos Advisors
Illinois
$4.12M -$2.9M -105,047 -37%
Capital Fund Management (CFM)
275
Capital Fund Management (CFM)
France
$4.07M +$4.81M +174,377 New
9 10
11
12 13

FCX Hedge Fund Activity: Q4 2014 in Review

860 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2014, worth a combined $17.5B — down 29% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of FCX and 106 opened new positions — a net loss of 43 holders — while 391 trimmed existing stakes and 284 added.

The largest buyer was ClearBridge Investments, adding an estimated $209M. The largest seller was JP Morgan Chase, cutting an estimated $543M.

  • 860 institutional investors held Freeport-McMoran (FCX) as of Q4 2014, down from 917 in Q3 2014.
  • Funds reported $17.5B of Freeport-McMoran stock for Q4 2014, down 29% quarter-over-quarter.
  • 106 funds opened new Freeport-McMoran positions in Q4 2014 and 149 closed out, a net change of -43 holders.
  • The largest Freeport-McMoran buyer in Q4 2014 was ClearBridge Investments, an estimated $209M added.
  • The largest Freeport-McMoran seller in Q4 2014 was JP Morgan Chase, an estimated $543M sold.

Based on aggregated 13F filings for Q4 2014.