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Freeport-McMoran
FCX

860 hedge funds and large institutions have $17.5B invested in Freeport-McMoran in 2014 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 284 increasing their positions, 391 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.63% less ownership

Funds ownership: 72.9% → 72.28% (-0.63%)

6% less funds holding

Funds holding: 917 → 860 (-57)

27% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 391

29% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 149

29% less capital invested

Capital invested by funds: $24.7B → $17.5B (-$7.21B)

32% less call options, than puts

Call options by funds: $539M | Put options by funds: $791M

38% less funds holding in top 10

Funds holding in top 10: 21 → 13 (-8)

Holders
860
Holders Change
-57
Holders Change %
-6.22%
% of All Funds
22.93%
Holding in Top 10
13
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-38.1%
% of All Funds
0.35%
New
106
Increased
284
Reduced
391
Closed
149
Calls
$539M
Puts
$791M
Net Calls
-$253M
Net Calls Change
-$10.6M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$209M
2
Franklin Resources
Franklin Resources
California
+$144M
3
GTP
Global Thematic Partners
New York
+$128M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$105M
5
Two Sigma Investments
Two Sigma Investments
New York
+$102M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$543M
2
WRF
Waddell & Reed Financial
Kansas
-$272M
3
BG
BlackRock Group
United Kingdom
-$166M
4
MAM
Marketfield Asset Management
New York
-$166M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
876
King Investment Advisors
Texas
– -$5.71M -174,735 Closed
MIH
877
Madison Investment Holdings
Wisconsin
– -$5.66M -173,361 Closed
BSA
878
Braun Stacey Associates
New York
– -$5.18M -158,735 Closed
LCM
879
Leonard Capital Management
Florida
– -$4.8M -147,000 Closed
NLGIA
880
Nippon Life Global Investors Americas
New York
– -$4.36M -133,620 Closed
NCM
881
Novare Capital Management
North Carolina
– -$3.65M -111,835 Closed
MSR
882
Main Street Research
Connecticut
– -$3.25M -99,451 Closed
OAC
883
OMERS Administration Corp
Ontario, Canada
– -$3.07M -94,100 Closed
TCM
884
Talara Capital Management
New Jersey
– -$2.91M -89,063 Closed
CCP
885
Clarkston Capital Partners
Michigan
– -$2.81M -86,100 Closed
ASC
886
Atalanta Sosnoff Capital
New York
– -$2.56M -78,486 Closed
SIM
887
Sterling Investment Management
Arizona
– -$2.36M -72,272 Closed
WA
888
WESPAC Advisors
California
– -$1.93M -59,159 Closed
GLA
889
Great Lakes Advisors
Illinois
– -$1.86M -56,932 Closed
SWM
890
Segment Wealth Management
Texas
– -$1.67M -51,074 Closed
QAM
891
Quantres Asset Management
Cayman Islands
– -$1.62M -49,600 Closed
GE
892
General Electric
Ohio
– -$1.6M -48,883 Closed
CWM
893
Calamos Wealth Management
Illinois
– -$1.57M -48,087 Closed
MC
894
MRJ Capital
New York
– -$1.55M -47,600 Closed
BPGAM
895
BTG Pactual Global Asset Management
Bermuda
– -$1.52M -46,600 Closed
PCM
896
Princeton Capital Management
New Jersey
– -$1.51M -46,117 Closed
CM
897
Churchill Management
California
– -$1.44M -43,939 Closed
CIA
898
CCM Investment Advisers
South Carolina
– -$1.33M -40,625 Closed
MSU
899
Maple Securities USA
New Jersey
– -$1.22M -37,211 Closed
LP
900
LMR Partners
United Kingdom
– -$1.16M -35,594 Closed
34 35
36
37 38

FCX Hedge Fund Activity: Q4 2014 in Review

860 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2014, worth a combined $17.5B — down 29% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 149 funds closed out of FCX and 106 opened new positions — a net loss of 43 holders — while 391 trimmed existing stakes and 284 added.

The largest buyer was ClearBridge Investments, adding an estimated $209M. The largest seller was JP Morgan Chase, cutting an estimated $543M.

  • 860 institutional investors held Freeport-McMoran (FCX) as of Q4 2014, down from 917 in Q3 2014.
  • Funds reported $17.5B of Freeport-McMoran stock for Q4 2014, down 29% quarter-over-quarter.
  • 106 funds opened new Freeport-McMoran positions in Q4 2014 and 149 closed out, a net change of -43 holders.
  • The largest Freeport-McMoran buyer in Q4 2014 was ClearBridge Investments, an estimated $209M added.
  • The largest Freeport-McMoran seller in Q4 2014 was JP Morgan Chase, an estimated $543M sold.

Based on aggregated 13F filings for Q4 2014.