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Freeport-McMoran

675 hedge funds and large institutions have $11.9B invested in Freeport-McMoran in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

5.78% less ownership

Funds ownership: 73.93%68.15% (-5.8%)

6% less funds holding

Funds holding: 718675 (-43)

12% less capital invested

Capital invested by funds: $13.5B → $11.9B (-$1.62B)

40% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 90

62% less call options, than puts

Call options by funds: $314M | Put options by funds: $829M

Holders
675
Holders Change
-43
Holders Change %
-5.99%
% of All Funds
16.83%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
54
Increased
244
Reduced
246
Closed
90
Calls
$314M
Puts
$829M
Net Calls
-$515M
Net Calls Change
-$53M
Name Holding Trade Value Shares
Change
Change in
Stake
GPSPJS
51
General Pension Society PZU Joint Stock
Poland
$35.5M
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$34.4M -$3.34M -275,348 -9%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$33.5M +$1.63M +134,640 +5%
PSCM
54
Prince Street Capital Management
New York
$32.4M +$32.7M +2,694,000 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$30.8M -$1.74M -143,640 -5%
Ameriprise
56
Ameriprise
Minnesota
$29.9M -$5.67M -467,536 -16%
AllianceBernstein
57
AllianceBernstein
Tennessee
$29.6M +$977K +80,466 +3%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$29.2M -$14.7M -1,212,848 -33%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$29.2M +$8.32M +685,487 +39%
Citigroup
60
Citigroup
New York
$29.2M +$13.1M +1,078,133 +80%
RJA
61
Raymond James & Associates
Florida
$28.4M +$356K +29,340 +1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$28.2M +$722K +59,488 +3%
CS
63
Credit Suisse
Switzerland
$27.9M -$3.05M -251,525 -10%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$27.6M +$27.6M +2,272,946 +7,804%
PFC
65
Poplar Forest Capital
California
$25.5M -$92.8K -7,649 -0.4%
Victory Capital Management
66
Victory Capital Management
Texas
$25.2M -$1.13M -93,024 -4%
Barclays
67
Barclays
United Kingdom
$25.1M +$4.76M +392,113 +23%
Asset Management One
68
Asset Management One
Japan
$24.7M +$1.49M +122,822 +6%
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$24.7M +$1.99M +164,100 +9%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$24.3M -$123K -10,118 -0.5%
MCM
71
Masters Capital Management
Georgia
$24M +$24.3M +2,000,000 New
PC
72
Polar Capital
United Kingdom
$23.8M +$3.33M +274,410 +16%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$23.2M +$1.86M +153,308 +9%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$22.6M +$1.39M +114,859 +6%
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$22.6M +$192K +15,837 +0.8%

FCX Hedge Fund Activity: Q2 2017 in Review

675 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q2 2017, worth a combined $11.9B — down 12% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of FCX and 54 opened new positions — a net loss of 36 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Vanguard Group, adding an estimated $79M. The largest seller was Capital Research Global Investors, cutting an estimated $297M.

  • 675 institutional investors held Freeport-McMoran (FCX) as of Q2 2017, down from 718 in Q1 2017.
  • Funds reported $11.9B of Freeport-McMoran stock for Q2 2017, down 12% quarter-over-quarter.
  • 54 funds opened new Freeport-McMoran positions in Q2 2017 and 90 closed out, a net change of -36 holders.
  • The largest Freeport-McMoran buyer in Q2 2017 was Vanguard Group, an estimated $79M added.
  • The largest Freeport-McMoran seller in Q2 2017 was Capital Research Global Investors, an estimated $297M sold.

Based on aggregated 13F filings for Q2 2017.