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Freeport-McMoran

1,421 hedge funds and large institutions have $49.8B invested in Freeport-McMoran in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 529 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 76

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

18% more capital invested

Capital invested by funds: $42.1B → $49.8B (+$7.7B)

10% more funds holding

Funds holding: 1,2941,421 (+127)

2.95% more ownership

Funds ownership: 78.72%81.67% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 511

0% less call options, than puts

Call options by funds: $2.09B | Put options by funds: $2.1B

Holders
1,421
Holders Change
+127
Holders Change %
+9.81%
% of All Funds
20.72%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.41%
New
219
Increased
529
Reduced
511
Closed
76
Calls
$2.09B
Puts
$2.1B
Net Calls
-$10M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1051
Exencial Wealth Advisors
Oklahoma
$266K +$28.5K +772 +14%
FCM
1052
Fourpath Capital Management
Oklahoma
$266K -$18.1K -490 -7%
1832 Asset Management
1053
1832 Asset Management
Ontario, Canada
$265K -$2.47M -66,920 -91%
DC
1054
Diametric Capital
Massachusetts
$265K +$230K +6,229 New
WPC
1055
Waters Parkerson & Co
Louisiana
$263K -$11.1K -300 -5%
RL
1056
Rogco LP
Oklahoma
$263K +$101K +2,725 +79%
IC
1057
Inscription Capital
Texas
$262K +$228K +6,164 New
WAP
1058
Wealthcare Advisory Partners
Pennsylvania
$262K +$227K +6,152 New
VCG
1059
Vantage Consulting Group
Virginia
$261K -$4.88K -132 -2%
CRWM
1060
Castle Rock Wealth Management
California
$260K +$233K +6,307 New
DWT
1061
Dorsey & Whitney Trust
South Dakota
$259K -$2.92K -79 -1%
EFG
1062
Everhart Financial Group
Ohio
$259K +$12.3K +333 +6%
DCM
1063
DGS Capital Management
New Jersey
$257K -$40.4K -1,094 -15%
AWM
1064
Avitas Wealth Management
California
$257K -$1.29K -35 -0.6%
RSWM
1065
Robertson Stephens Wealth Management
California
$257K +$2.22K +60 +1%
IAS
1066
Insigneo Advisory Services
Florida
$256K +$2.88K +78 +1%
MIM
1067
Merrion Investment Management
New Jersey
$255K
MTIC
1068
Missouri Trust & Investment Company
Missouri
$255K
EWA
1069
EverSource Wealth Advisors
Alabama
$252K -$5.83K -158 -3%
SAI
1070
Savvy Advisors Inc
New York
$250K +$217K +5,883 New
IGGA
1071
Iron Gate Global Advisors
Utah
$250K -$26.8K -725 -11%
SAM
1072
Sawgrass Asset Management
Florida
$250K -$57.9K -1,568 -21%
QI
1073
Qtron Investments
Massachusetts
$250K
LCM
1074
Lazari Capital Management
California
$247K +$37 +1 +0%
SFO
1075
Stokes Family Office
Louisiana
$246K -$488K -13,221 -70%

FCX Hedge Fund Activity: Q4 2023 in Review

1,421 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2023, worth a combined $49.8B — up 18% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new FCX positions and 76 closed out — a net gain of 143 holders — while 529 added to existing stakes and 511 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $680M. The largest seller was Fidelity Investments, cutting an estimated $193M.

  • 1,421 institutional investors held Freeport-McMoran (FCX) as of Q4 2023, up from 1,294 in Q3 2023.
  • Funds reported $49.8B of Freeport-McMoran stock for Q4 2023, up 18% quarter-over-quarter.
  • 219 funds opened new Freeport-McMoran positions in Q4 2023 and 76 closed out, a net change of +143 holders.
  • The largest Freeport-McMoran buyer in Q4 2023 was Morgan Stanley, an estimated $680M added.
  • The largest Freeport-McMoran seller in Q4 2023 was Fidelity Investments, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2023.