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Freeport-McMoran

643 hedge funds and large institutions have $10.1B invested in Freeport-McMoran in 2016 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 202 increasing their positions, 255 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $8.89B → $10.1B (+$1.21B)

3.53% more ownership

Funds ownership: 68.52%72.04% (+3.5%)

10% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 82

3% less funds holding

Funds holding: 660643 (-17)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 255

48% less call options, than puts

Call options by funds: $373M | Put options by funds: $718M

Holders
643
Holders Change
-17
Holders Change %
-2.58%
% of All Funds
17.16%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
74
Increased
202
Reduced
255
Closed
82
Calls
$373M
Puts
$718M
Net Calls
-$344M
Net Calls Change
+$83.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
476
Grandfield & Dodd
New York
$152K
NA
477
NewEdge Advisors
Louisiana
$149K +$148K +13,328 New
WB
478
WesBanco Bank
West Virginia
$146K -$33.4K -3,017 -19%
MA
479
Marshwinds Advisory
Georgia
$146K -$2.21K -200 -2%
TC
480
TradeLink Capital
Illinois
$146K +$145K +13,112 New
CAM
481
Cypress Asset Management
Texas
$145K -$7.22K -652 -5%
LCP
482
Legacy Capital Partners
Wisconsin
$145K
BF
483
BOK Financial
Oklahoma
$144K -$37.1K -3,351 -21%
LRPA
484
L. Roy Papp & Associates
Arizona
$143K +$142K +12,840 New
WAM
485
Wolverine Asset Management
Illinois
$142K +$137K +12,400 +2,945%
BHBT
486
Burke & Herbert Bank & Trust
Virginia
$141K
AI
487
Atria Investments
North Carolina
$141K +$6.83K +617 +5%
HFS
488
HL Financial Services
Kentucky
$137K -$26K -2,350 -16%
WTC
489
WhitTier Trust Company
Nevada
$133K -$16.8K -1,520 -11%
ARMT
490
Amica Retiree Medical Trust
Rhode Island
$132K
NFG
491
Next Financial Group
Texas
$131K -$265K -23,901 -67%
PG
492
Patten Group
Tennessee
$130K -$31.6K -2,850 -20%
SIC
493
Sigma Investment Counselors
Michigan
$130K -$1.66K -150 -1%
CONA
494
Capital One National Association
New York
$128K -$12.1K -1,088 -9%
TU
495
TDAM USA
Ontario, Canada
$127K -$3.1K -280 -2%
SG
496
Swarthmore Group
Pennsylvania
$125K +$125K +11,250 New
IC
497
InterOcean Capital
Illinois
$124K
Los Angeles Capital Management
498
Los Angeles Capital Management
California
$124K
Brown Advisory
499
Brown Advisory
Maryland
$123K -$169K -15,267 -58%
FIM
500
Fernwood Investment Management
Massachusetts
$123K -$62.4K -5,635 -34%

FCX Hedge Fund Activity: Q2 2016 in Review

643 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q2 2016, worth a combined $10.1B — up 14% from $8.89B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of FCX and 74 opened new positions — a net loss of 8 holders — while 255 trimmed existing stakes and 202 added.

The largest buyer was Capital Research Global Investors, adding an estimated $549M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $102M sold.

  • 643 institutional investors held Freeport-McMoran (FCX) as of Q2 2016, down from 660 in Q1 2016.
  • Funds reported $10.1B of Freeport-McMoran stock for Q2 2016, up 14% quarter-over-quarter.
  • 74 funds opened new Freeport-McMoran positions in Q2 2016 and 82 closed out, a net change of -8 holders.
  • The largest Freeport-McMoran buyer in Q2 2016 was Capital Research Global Investors, an estimated $549M added.
  • The largest Freeport-McMoran seller in Q2 2016 was Discovery Capital Management, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2016.