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Freeport-McMoran

743 hedge funds and large institutions have $13.6B invested in Freeport-McMoran in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 249 increasing their positions, 277 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $10.6B → $13.6B (+$3.01B)

1.64% more ownership

Funds ownership: 71.07%72.7% (+1.6%)

3% less funds holding

Funds holding: 766743 (-23)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 277

13% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 94

17% less call options, than puts

Call options by funds: $406M | Put options by funds: $490M

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
743
Holders Change
-23
Holders Change %
-3%
% of All Funds
16.08%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
82
Increased
249
Reduced
277
Closed
94
Calls
$406M
Puts
$490M
Net Calls
-$83.2M
Net Calls Change
+$240M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
601
Sonora Investment Management
Arizona
$36K +$21.7K +1,792 +181%
OIA
602
OneDigital Investment Advisors
Kansas
$34K +$1.94K +160 +6%
SMFS
603
Squar Milner Financial Services
California
$34K +$8.24K +681 +34%
SBL
604
Sargent Bickham Lagudis
Colorado
$33K +$16.2K +1,340 +110%
TA
605
TCG Advisors
Texas
$33K +$31.1K +2,569 New
HNB
606
Huntington National Bank
Ohio
$32K -$42.6K -3,524 -59%
SLF
607
Sun Life Financial
Ontario, Canada
$32K -$18.8K -1,558 -39%
BBHC
608
Brown Brothers Harriman & Co
New York
$32K +$9.46K +782 +47%
MFW
609
Mosaic Family Wealth
Missouri
$31K
VFA
610
Valeo Financial Advisors
Indiana
$31K
WTC
611
WhitTier Trust Company
Nevada
$31K
CAW
612
Cornerstone Advisors (Washington)
Washington
$31K +$9.71K +803 +50%
EWM
613
Edge Wealth Management
New York
$28K
WT
614
Whittier Trust
California
$28K +$677 +56 +3%
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$27K +$1.27K +105 +5%
CTC
616
Central Trust Company
Missouri
$26K -$4.67K -386 -16%
GAM
617
Gemmer Asset Management
California
$26K
MWC
618
MBM Wealth Consultants
Missouri
$26K
SSB
619
Sandy Spring Bank
Maryland
$26K
Acadian Asset Management
620
Acadian Asset Management
Massachusetts
$25K -$132K -10,947 -85%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K -$6.05K -500 -22%
FA
622
Fortis Advisors
Pennsylvania
$23K -$3.69K -305 -14%
LWCFA
623
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K
First Manhattan
624
First Manhattan
New York
$23K +$10.4K +860 +92%
BL
625
Balentine LLC
Georgia
$21K

FCX Hedge Fund Activity: Q1 2019 in Review

743 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q1 2019, worth a combined $13.6B — up 28% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of FCX and 82 opened new positions — a net loss of 12 holders — while 277 trimmed existing stakes and 249 added.

The largest buyer was Capital Research Global Investors, adding an estimated $988M. The largest seller was JP Morgan Chase, cutting an estimated $75M.

  • 743 institutional investors held Freeport-McMoran (FCX) as of Q1 2019, down from 766 in Q4 2018.
  • Funds reported $13.6B of Freeport-McMoran stock for Q1 2019, up 28% quarter-over-quarter.
  • 82 funds opened new Freeport-McMoran positions in Q1 2019 and 94 closed out, a net change of -12 holders.
  • The largest Freeport-McMoran buyer in Q1 2019 was Capital Research Global Investors, an estimated $988M added.
  • The largest Freeport-McMoran seller in Q1 2019 was JP Morgan Chase, an estimated $75M sold.

Based on aggregated 13F filings for Q1 2019.