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Freeport-McMoran

949 hedge funds and large institutions have $27.2B invested in Freeport-McMoran in 2014 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 355 increasing their positions, 371 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 57

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

11% more capital invested

Capital invested by funds: $24.5B → $27.2B (+$2.68B)

1% more funds holding

Funds holding: 939949 (+10)

0.26% more ownership

Funds ownership: 71.4%71.67% (+0.26%)

4% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 371

11% less call options, than puts

Call options by funds: $861M | Put options by funds: $969M

Holders
949
Holders Change
+10
Holders Change %
+1.06%
% of All Funds
27.27%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.92%
New
73
Increased
355
Reduced
371
Closed
57
Calls
$861M
Puts
$969M
Net Calls
-$107M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
901
Gemmer Asset Management
California
$32K -$4.52K -132 -13%
SAM
902
Shamrock Asset Management
Texas
$30K +$2.77K +81 +11%
BCM
903
Blume Capital Management
California
$26K -$31.5K -920 -57%
CP
904
Corbenic Partners
Pennsylvania
$26K
TFO
905
Tarbox Family Office
California
$26K
MA
906
MCF Advisors
Kentucky
$26K +$171 +5 +0.6%
AW
907
Alpha Windward
Massachusetts
$26K +$24.3K +709 New
OSNBOA
908
Old Second National Bank of Aurora
Illinois
$25K +$5.13K +150 +29%
1832 Asset Management
909
1832 Asset Management
Ontario, Canada
$22K -$5.13K -150 -20%
FAM
910
Formidable Asset Management
Ohio
$22K
CFG
911
CKW Financial Group
Hawaii
$21K
TCM
912
Tradewinds Capital Management
Washington
$21K
DSC
913
Duncker Streett & Co
Missouri
$20K
FWM
914
Focused Wealth Management
New York
$19K +$14K +410 +342%
ARMC
915
American Research & Management Company
Massachusetts
$18K
EWM
916
Elite Wealth Management
Washington
$18K
LOCC
917
Lombard Odier & Cie (Canada)
Quebec, Canada
$18K
MFBTD
918
MB Financial Bank - Trust Department
Illinois
$16K
MUMSS
919
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K -$3.08K -90 -19%
S
920
SignatureFD
Georgia
$13K -$7.22K -211 -38%
AC
921
Alexandria Capital
Virginia
$12K
FQ
922
First Quadrant
California
$11K
LWA
923
Lenox Wealth Advisors
New York
$11K
WAS
924
Winch Advisory Services
Wisconsin
$11K +$103 +3 +1%
BWFA
925
Baltimore-Washington Financial Advisors
Maryland
$11K +$10.3K +300 New

FCX Hedge Fund Activity: Q2 2014 in Review

949 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q2 2014, worth a combined $27.2B — up 11% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new FCX positions and 57 closed out — a net gain of 16 holders — while 355 added to existing stakes and 371 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $450M. The largest seller was JP Morgan Chase, cutting an estimated $268M.

  • 949 institutional investors held Freeport-McMoran (FCX) as of Q2 2014, up from 939 in Q1 2014.
  • Funds reported $27.2B of Freeport-McMoran stock for Q2 2014, up 11% quarter-over-quarter.
  • 73 funds opened new Freeport-McMoran positions in Q2 2014 and 57 closed out, a net change of +16 holders.
  • The largest Freeport-McMoran buyer in Q2 2014 was Fidelity Investments, an estimated $450M added.
  • The largest Freeport-McMoran seller in Q2 2014 was JP Morgan Chase, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2014.