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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
KSWA
1301
Kathleen S. Wright Associates
Pennsylvania
$18.3K +$15.9K +431 New
DJSG
1302
D.J. St. Germain
Massachusetts
$18.1K +$9.71K +263 +161%
SR
1303
Syntax Research
Florida
$17.5K +$37 +1 +0.2%
TSWM
1304
Tyler-Stone Wealth Management
Ohio
$17K
BWM
1305
BKM Wealth Management
Wisconsin
$17K +$14.8K +400 New
PWMG
1306
Prestige Wealth Management Group
New Jersey
$16.2K +$628 +17 +5%
AP
1307
Arlington Partners
Alabama
$16.1K -$1.66K -45 -11%
TFM
1308
TFC Financial Management
Massachusetts
$15.4K -$111 -3 -0.8%
Credit Agricole
1309
Credit Agricole
France
$14.9K -$3.42M -92,494 -100%
CHA
1310
Carmichael Hill & Associates
Maryland
$14.9K
ME
1311
McIlrath & Eck
Washington
$14.9K
JWA
1312
JFS Wealth Advisors
Pennsylvania
$14.7K +$1.92K +52 +18%
BIA
1313
Bell Investment Advisors
California
$14K -$443 -12 -4%
FMTCOCP
1314
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
EWM
1315
Evermay Wealth Management
Virginia
$13.8K +$480 +13 +4%
VCM
1316
Versant Capital Management
Arizona
$13.7K +$1.33K +36 +13%
KA
1317
Kozak & Associates
Colorado
$13.7K +$37 +1 +0.3%
NFA
1318
Northwest Financial Advisors
Virginia
$13.5K +$11.7K +318 New
GIA
1319
GHP Investment Advisors
Colorado
$12.8K -$13.6K -367 -55%
DAM
1320
Delta Asset Management
Tennessee
$12.3K +$332 +9 +3%
PCMC
1321
Planning Capital Management Corporation
Pennsylvania
$12.1K +$10.5K +285 New
MSG
1322
Main Street Group
Virginia
$11.6K +$10K +271 New
AWM
1323
Abound Wealth Management
Tennessee
$11.5K -$6.09K -165 -38%
PFSC
1324
Peoples Financial Services Corp
Pennsylvania
$11.4K
QL
1325
Quarry LP
New York
$11.1K -$17.7K -479 -65%

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.