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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
Jennison Associates
101
Jennison Associates
New York
$42.1M -$86.9K -2,540 -0.2%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42M -$140K -4,103 -0.4%
RFC
103
Russell Frank Company
Washington
$41.7M -$8.18M -239,048 -17%
ACM
104
Aviance Capital Management
Florida
$38.8M +$18.6M +542,879 +104%
O
105
OppenheimerFunds
New York
$38.1M +$854K +24,960 +2%
SWITC
106
Stewart West Indies Trading Company
Colorado
$38.1M
TA
107
Teachers Advisors
New York
$38M +$8.15M +238,062 +30%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$37.4M -$6.86M -200,493 -16%
GWM
109
Greenwich Wealth Management
Connecticut
$36.8M -$34.2K -1,000 -0.1%
FIM
110
Foresters Investment Management
New York
$36.7M +$404K +11,800 +1%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$36.5M +$34.2M +1,000,000 New
TGI
112
Tradewinds Global Investors
California
$36.4M -$10M -292,256 -23%
ZAM
113
Zenit Asset Management
Sweden
$35.8M +$17.1M +498,900 +100%
GIA
114
Gateway Investment Advisers
Ohio
$35.1M -$3.67M -107,229 -10%
Canada Life
115
Canada Life
Manitoba, Canada
$34.9M +$2.61M +76,246 +9%
HI
116
Honeywell International
North Carolina
$34.6M
FMI
117
Factory Mutual Insurance
Massachusetts
$32.7M -$3.08M -90,000 -9%
MHC
118
Meyer Handelman Company
New York
$32.5M +$515K +15,048 +2%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$31.6M -$729K -21,284 -2%
AAMU
120
Amundi Asset Management US
Massachusetts
$30.6M -$22.6M -659,072 -44%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.1M -$395K -11,540 -1%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$29.9M -$14.4K -422 -0.1%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$29.6M +$10.4M +305,141 +60%
PI
124
PGGM Investments
Netherlands
$28.8M +$1.02M +29,803 +4%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$28M +$1.55M +45,200 +6%

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.