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Freeport-McMoran

1,295 hedge funds and large institutions have $45B invested in Freeport-McMoran in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 535 increasing their positions, 428 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 428

17% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 118

1% more funds holding

Funds holding: 1,2841,295 (+11)

4% less capital invested

Capital invested by funds: $46.8B → $45B (-$1.84B)

1.88% less ownership

Funds ownership: 80.24%78.36% (-1.9%)

15% less call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.73B

40% less funds holding in top 10

Funds holding in top 10: 3521 (-14)

Holders
1,295
Holders Change
+11
Holders Change %
+0.86%
% of All Funds
20.33%
Holding in Top 10
21
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
138
Increased
535
Reduced
428
Closed
118
Calls
$1.47B
Puts
$1.73B
Net Calls
-$252M
Net Calls Change
+$114M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1276
Strategic Investment Solutions
Illinois
$1.77K
UFF
1277
USA Financial Formulas
Michigan
$1.64K
OPTFSNA
1278
Old Point Trust & Financial Services N A
Virginia
$1.6K +$1.52K +40 New
JWM
1279
Janiczek Wealth Management
Colorado
$1.52K
2L
1280
25 LLC
Missouri
$1.35K +$457 +12 +60%
SHIM
1281
Stone House Investment Management
Pennsylvania
$1.32K
GWMIA
1282
Global Wealth Management Investment Advisory
Florida
$1.12K +$1.07K +28 New
TCM
1283
Tradewinds Capital Management
Washington
$1.02K +$38 +1 +4%
AW
1284
Avion Wealth
Texas
$1K +$1.37K +36 New
MLA
1285
MB, Levis & Associates
Pennsylvania
$997
MA
1286
Montag & Associates
Georgia
$920 -$419 -11 -32%
RI
1287
Ridgewood Investments
New Jersey
$800 +$762 +20 New
TWD
1288
True Wealth Design
Ohio
$720
DWA
1289
Delos Wealth Advisors
Texas
$640
WB
1290
Webster Bank
Connecticut
$520 -$76 -2 -13%
M
1291
MOTCO
Texas
$200 +$191 +5 New
CA
1292
Crewe Advisors
Utah
$160 -$21.3K -560 -99%
RWPA
1293
Richard W. Paul & Associates
Michigan
$80
UM
1294
Ulysses Management
New York
$40 +$38 +1 New
Comerica Bank
1295
Comerica Bank
Texas
$8 +$7.71M +202,438 New
HA
1296
HHLR Advisors
Cayman Islands
-$257M -6,274,800 Closed
CANY
1297
Caxton Associates (New York)
New York
-$121M -2,959,371 Closed
CHP
1298
Castle Hook Partners
New York
-$53.1M -1,297,201 Closed
SC
1299
Samlyn Capital
New York
-$49.4M -1,208,395 Closed
ASC
1300
Atalanta Sosnoff Capital
New York
-$36.7M -897,579 Closed

FCX Hedge Fund Activity: Q2 2023 in Review

1,295 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q2 2023, worth a combined $45B — down 3.9% from $46.8B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new FCX positions and 118 closed out — a net gain of 20 holders — while 535 added to existing stakes and 428 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $332M. The largest seller was JP Morgan Chase, cutting an estimated $531M.

  • 1,295 institutional investors held Freeport-McMoran (FCX) as of Q2 2023, up from 1,284 in Q1 2023.
  • Funds reported $45B of Freeport-McMoran stock for Q2 2023, down 3.9% quarter-over-quarter.
  • 138 funds opened new Freeport-McMoran positions in Q2 2023 and 118 closed out, a net change of +20 holders.
  • The largest Freeport-McMoran buyer in Q2 2023 was T. Rowe Price Associates, an estimated $332M added.
  • The largest Freeport-McMoran seller in Q2 2023 was JP Morgan Chase, an estimated $531M sold.

Based on aggregated 13F filings for Q2 2023.