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Freeport-McMoran

902 hedge funds and large institutions have $24.3B invested in Freeport-McMoran in 2013 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 344 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 63

39% more funds holding in top 10

Funds holding in top 10: 3143 (+12)

22% more capital invested

Capital invested by funds: $20B → $24.3B (+$4.37B)

6% more funds holding

Funds holding: 853902 (+49)

1.23% more ownership

Funds ownership: 69.77%71.01% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 328

3% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $1.13B

Holders
902
Holders Change
+49
Holders Change %
+5.74%
% of All Funds
29.25%
Holding in Top 10
43
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+38.71%
% of All Funds
1.39%
New
121
Increased
344
Reduced
328
Closed
63
Calls
$1.16B
Puts
$1.13B
Net Calls
+$39M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
501
Creative Planning
Kansas
$1.38M +$258K +8,446 +25%
BRWA
502
B. Riley Wealth Advisors
Florida
$1.35M +$473K +15,471 +61%
HC
503
Hendley & Co
Ohio
$1.34M -$23.2K -760 -2%
WS
504
Wedbush Securities
California
$1.34M +$83.4K +2,728 +7%
MWR
505
McAdams Wright Ragen
Washington
$1.34M +$204K +6,676 +20%
TCOTO
506
Trust Company of the Ozarks
Missouri
$1.33M +$40.5K +1,325 +3%
WPSC
507
W.P. Stewart & Co
New York
$1.32M +$764K +25,000 +167%
ICM
508
ICC Capital Management
Florida
$1.32M +$134K +4,400 +12%
SCM
509
Sterneck Capital Management
Missouri
$1.32M -$75.4K -2,467 -6%
BHA
510
Beech Hill Advisors
New York
$1.31M +$342K +11,200 +39%
NPC
511
National Planning Corporation
California
$1.31M +$473K +15,467 +64%
TSWM
512
Triangle Securities Wealth Management
North Carolina
$1.31M -$219K -7,170 -15%
MCM
513
Manchester Capital Management
Vermont
$1.29M +$1.04M +34,120 +692%
GHF
514
Good Harbor Financial
Illinois
$1.28M +$1.18M +38,561 New
UCFA
515
United Capital Financial Advisors
Texas
$1.27M -$490K -16,022 -29%
BA
516
Bennicas & Associates
California
$1.27M -$61.1K -2,000 -5%
ATC
517
Argent Trust Company
Louisiana
$1.27M +$340K +11,131 +41%
QIM
518
Quantitative Investment Management
Virginia
$1.26M +$1.17M +38,200 New
KPCM
519
Kings Point Capital Management
New York
$1.25M +$989K +32,374 +607%
SWM
520
Segment Wealth Management
Texas
$1.24M +$163K +5,332 +17%
T
521
Tahithromos
New York
$1.24M +$1.15M +37,503 New
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$1.24M +$427K +13,965 +60%
Connor, Clark & Lunn Investment Management (CC&L)
523
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.23M -$39.7K -1,300 -3%
KRSITF
524
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.22M +$1.13M +36,977 New
BFS
525
Bradley Foster & Sargent
Connecticut
$1.22M +$853K +27,899 +312%

FCX Hedge Fund Activity: Q3 2013 in Review

902 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q3 2013, worth a combined $24.3B — up 22% from $20B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new FCX positions and 63 closed out — a net gain of 58 holders — while 344 added to existing stakes and 328 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $390M. The largest seller was Allianz Asset Management, cutting an estimated $176M.

  • 902 institutional investors held Freeport-McMoran (FCX) as of Q3 2013, up from 853 in Q2 2013.
  • Funds reported $24.3B of Freeport-McMoran stock for Q3 2013, up 22% quarter-over-quarter.
  • 121 funds opened new Freeport-McMoran positions in Q3 2013 and 63 closed out, a net change of +58 holders.
  • The largest Freeport-McMoran buyer in Q3 2013 was JP Morgan Chase, an estimated $390M added.
  • The largest Freeport-McMoran seller in Q3 2013 was Allianz Asset Management, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2013.