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Freeport-McMoran
FCX

755 hedge funds and large institutions have $14.3B invested in Freeport-McMoran in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 294 increasing their positions, 259 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 259

0.96% less ownership

Funds ownership: 72.09% → 71.13% (-0.96%)

4% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 84

1% less funds holding

Funds holding: 764 → 755 (-9)

20% less capital invested

Capital invested by funds: $18B → $14.3B (-$3.64B)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

57% less call options, than puts

Call options by funds: $324M | Put options by funds: $751M

Holders
755
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
17.26%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.14%
New
81
Increased
294
Reduced
259
Closed
84
Calls
$324M
Puts
$751M
Net Calls
-$427M
Net Calls Change
-$193M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$269M
2
BlackRock
BlackRock
New York
+$134M
3
CHP
Castle Hook Partners
New York
+$100M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$96.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$81.2M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$460M
2
SSM
Sound Shore Management
Connecticut
-$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$142M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$109M
5
PG
Pendal Group
Australia
-$96.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
776
Beach Investment Management
Pennsylvania
– -$713K -41,330 Closed
NFC
777
Northeast Financial Consultants
Connecticut
– -$637K -36,958 Closed
BS
778
Banco Santander
Spain
– -$627K -36,332 Closed
JT
779
Jump Trading
Illinois
– -$492K -32,544 Closed
SS
780
Sunbelt Securities
Texas
– -$489K -28,332 Closed
BC
781
Brookfield Corp
Ontario, Canada
– -$485K -28,094 Closed
MHS
782
M Holdings Securities
Oregon
– -$484K -28,030 Closed
LCM
783
Leisure Capital Management
California
– -$377K -21,864 Closed
BUB
784
BBVA USA Bancshares
Texas
– -$290K -16,801 Closed
TG
785
TLP Group
Illinois
– -$266K -15,440 Closed
Fuller & Thaler Asset Management
786
Fuller & Thaler Asset Management
California
– -$266K -15,400 Closed
Los Angeles Capital Management
787
Los Angeles Capital Management
California
– -$252K -14,604 Closed
BBP
788
Banco BTG Pactual
Brazil
– -$234K -13,540 Closed
WP
789
WealthPLAN Partners
Nebraska
– -$231K -13,374 Closed
GLA
790
Great Lakes Advisors
Illinois
– -$215K -12,433 Closed
VCA
791
Verdence Capital Advisors
Maryland
– -$201K -11,625 Closed
CA
792
Calton & Associates
Florida
– -$172K -11,196 Closed
HF
793
HRT Financial
New York
– -$179K -10,417 Closed
RW
794
Rand Wealth
Maryland
– -$179K -10,375 Closed
MA
795
Marshwinds Advisory
Georgia
– -$178K -10,325 Closed
SW
796
SVB Wealth
Massachusetts
– -$176K -10,188 Closed
CIM
797
Confluence Investment Management
Missouri
– -$175K -10,152 Closed
PTC
798
Private Trust Company
Ohio
– -$172K -10,005 Closed
MWAC
799
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$173K -10,000 Closed
MPPLM
800
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$171K -9,924 Closed
30 31
32
33 34

FCX Hedge Fund Activity: Q3 2018 in Review

755 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q3 2018, worth a combined $14.3B — down 20% from $18B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of FCX and 81 opened new positions — a net loss of 3 holders — while 259 trimmed existing stakes and 294 added.

The largest buyer was Fisher Asset Management, adding an estimated $269M. The largest seller was Capital Research Global Investors, cutting an estimated $460M.

  • 755 institutional investors held Freeport-McMoran (FCX) as of Q3 2018, down from 764 in Q2 2018.
  • Funds reported $14.3B of Freeport-McMoran stock for Q3 2018, down 20% quarter-over-quarter.
  • 81 funds opened new Freeport-McMoran positions in Q3 2018 and 84 closed out, a net change of -3 holders.
  • The largest Freeport-McMoran buyer in Q3 2018 was Fisher Asset Management, an estimated $269M added.
  • The largest Freeport-McMoran seller in Q3 2018 was Capital Research Global Investors, an estimated $460M sold.

Based on aggregated 13F filings for Q3 2018.