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Freeport-McMoran

774 hedge funds and large institutions have $14.4B invested in Freeport-McMoran in 2015 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 294 increasing their positions, 315 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

0.76% more ownership

Funds ownership: 72.28%73.04% (+0.76%)

7% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 315

10% less funds holding

Funds holding: 860774 (-86)

18% less capital invested

Capital invested by funds: $17.5B → $14.4B (-$3.13B)

34% less call options, than puts

Call options by funds: $427M | Put options by funds: $646M

56% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 137

Holders
774
Holders Change
-86
Holders Change %
-10%
% of All Funds
20.62%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.4%
New
60
Increased
294
Reduced
315
Closed
137
Calls
$427M
Puts
$646M
Net Calls
-$219M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
851
FNY Managed Accounts
New York
-$350K -15,000 Closed
Fidelity International
852
Fidelity International
Bermuda
-$340K -14,554 Closed
MCM
853
Maryland Capital Management
Maryland
-$326K -13,940 Closed
ONB
854
Old National Bancorp
Indiana
-$316K -13,531 Closed
SFT
855
Simmons First Trust
Arkansas
-$313K -13,385 Closed
BAMCO Inc
856
BAMCO Inc
New York
-$312K -13,337 Closed
EI
857
Excelsia Inc
Georgia
-$310K -13,284 Closed
AA
858
Ancora Advisors
Ohio
-$304K -13,000 Closed
FM
859
Forward Management
California
-$304K -13,000 Closed
SDJVC
860
St. Denis J. Villere & Co
Louisiana
-$300K -12,844 Closed
IAS
861
IMA Advisory Services
Colorado
-$286K -12,240 Closed
LCM
862
Landscape Capital Management
New Jersey
-$285K -12,200 Closed
WBG
863
Wharton Business Group
Pennsylvania
-$283K -12,106 Closed
SFG
864
SNS Financial Group
Minnesota
-$268K -11,489 Closed
SCM
865
Southport Capital Management
Tennessee
-$263K -11,266 Closed
CBU
866
CIBC Bank USA
Illinois
-$263K -11,249 Closed
WP
867
WMS Partners
Maryland
-$257K -11,000 Closed
EFS
868
Essex Financial Services
Connecticut
-$253K -10,819 Closed
CBN
869
Cadence Bank NA
Texas
-$249K -10,674 Closed
PAM
870
Princeton Alpha Management
New Jersey
-$236K -10,088 Closed
SAS
871
Spectrum Advisory Services
Georgia
-$235K -10,050 Closed
FC
872
FIC Capital
New York
-$235K -10,048 Closed
FNB
873
First Niagara Bank
New York
-$234K -10,013 Closed
WB
874
WesBanco Bank
West Virginia
-$229K -9,789 Closed
BFG
875
Beacon Financial Group
Texas
-$228K -9,700 Closed

FCX Hedge Fund Activity: Q1 2015 in Review

774 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q1 2015, worth a combined $14.4B — down 18% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of FCX and 60 opened new positions — a net loss of 77 holders — while 315 trimmed existing stakes and 294 added.

The largest buyer was UBS Group, adding an estimated $307M. The largest seller was BlackRock Group, cutting an estimated $147M.

  • 774 institutional investors held Freeport-McMoran (FCX) as of Q1 2015, down from 860 in Q4 2014.
  • Funds reported $14.4B of Freeport-McMoran stock for Q1 2015, down 18% quarter-over-quarter.
  • 60 funds opened new Freeport-McMoran positions in Q1 2015 and 137 closed out, a net change of -77 holders.
  • The largest Freeport-McMoran buyer in Q1 2015 was UBS Group, an estimated $307M added.
  • The largest Freeport-McMoran seller in Q1 2015 was BlackRock Group, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2015.