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Freeport-McMoran

731 hedge funds and large institutions have $19.4B invested in Freeport-McMoran in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 231 increasing their positions, 253 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more funds holding in top 10

Funds holding in top 10: 1121 (+10)

39% more capital invested

Capital invested by funds: $14B → $19.4B (+$5.41B)

29% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 94

3% more funds holding

Funds holding: 709731 (+22)

2.33% more ownership

Funds ownership: 68.3%70.63% (+2.3%)

9% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 253

39% less call options, than puts

Call options by funds: $939M | Put options by funds: $1.53B

Holders
731
Holders Change
+22
Holders Change %
+3.1%
% of All Funds
16.58%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.48%
New
121
Increased
231
Reduced
253
Closed
94
Calls
$939M
Puts
$1.53B
Net Calls
-$594M
Net Calls Change
-$85.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
526
Financial Architects (New Jersey)
New Jersey
$236K -$64.9K -4,300 -26%
ATC
527
Argent Trust Co
Tennessee
$231K +$10.1K +668 +6%
IRC
528
Investors Research Corp
Georgia
$226K +$180K +11,900 New
DCM
529
Driehaus Capital Management
Illinois
$223K
FC
530
Ferris Capital
Massachusetts
$222K +$177K +11,712 New
TF
531
TIAA FSB
Florida
$221K +$176K +11,641 New
FCCM
532
First City Capital Management
Georgia
$218K
GC
533
Gratry & Company
Ohio
$218K +$173K +11,475 New
SLAM
534
Swiss Life Asset Management
$218K -$50.4K -3,339 -23%
BCM
535
Bienville Capital Management
New York
$217K +$1.93K +128 +1%
BRWA
536
B. Riley Wealth Advisors
Florida
$211K -$39.8K -2,639 -19%
BDS
537
Banco de Sabadell
Florida
$210K +$167K +11,100 New
RWM
538
Ritholtz Wealth Management
New York
$209K
PG
539
Patten Group
Tennessee
$209K +$15.1K +1,000 +10%
Koshinski Asset Management
540
Koshinski Asset Management
Illinois
$206K -$53.3K -3,530 -25%
TU
541
TDAM USA
Ontario, Canada
$206K +$164K +10,845 New
MA
542
Marshwinds Advisory
Georgia
$205K -$44.5K -2,950 -21%
VIA
543
Vident Investment Advisory
Georgia
$203K +$6.38K +423 +4%
OA
544
Outfitter Advisors
Virginia
$202K +$8.3K +550 +5%
BA
545
Bennicas & Associates
California
$199K -$125K -8,300 -44%
BAM
546
Belpointe Asset Management
Nevada
$199K -$3.05K -202 -2%
Assenagon Asset Management
547
Assenagon Asset Management
Luxembourg
$198K +$158K +10,459 New
SFS
548
Sowell Financial Services
Arkansas
$196K +$152K +10,097 New
SAM
549
Silvercrest Asset Management
New York
$192K +$153K +10,150 New
Balyasny Asset Management
550
Balyasny Asset Management
Illinois
$190K -$635K -42,075 -81%

FCX Hedge Fund Activity: Q4 2017 in Review

731 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2017, worth a combined $19.4B — up 39% from $14B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new FCX positions and 94 closed out — a net gain of 27 holders — while 231 added to existing stakes and 253 trimmed.

The largest buyer was Prudential Financial, adding an estimated $116M. The largest seller was VanEck Associates, cutting an estimated $58.2M.

  • 731 institutional investors held Freeport-McMoran (FCX) as of Q4 2017, up from 709 in Q3 2017.
  • Funds reported $19.4B of Freeport-McMoran stock for Q4 2017, up 39% quarter-over-quarter.
  • 121 funds opened new Freeport-McMoran positions in Q4 2017 and 94 closed out, a net change of +27 holders.
  • The largest Freeport-McMoran buyer in Q4 2017 was Prudential Financial, an estimated $116M added.
  • The largest Freeport-McMoran seller in Q4 2017 was VanEck Associates, an estimated $58.2M sold.

Based on aggregated 13F filings for Q4 2017.