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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
GA
1401
GoalVest Advisory
New York
$2.04K
TWP
1402
TFO Wealth Partners
Ohio
$1.96K -$83.2K -2,254 -98%
MA
1403
Montag & Associates
Georgia
$1.82K +$997 +27 +169%
BL
1404
BFSG LLC
California
$1.7K +$1.48K +40 New
CJ
1405
Caitlin John
Michigan
$1.62K +$1.4K +38 New
APC
1406
Aspire Private Capital
North Carolina
$1.53K +$1.33K +36 New
ODG
1407
O'Dell Group
Ohio
$1.45K +$1.26K +34 New
SHIM
1408
Stone House Investment Management
Pennsylvania
$1.42K
SC
1409
SouthState Corp
Florida
$1.36K -$1.63K -44 -58%
UFF
1410
USA Financial Formulas
Michigan
$1.32K -$369 -10 -24%
GPFA
1411
Game Plan Financial Advisors
Ohio
$1.28K +$1.11K +30 New
TCM
1412
Tradewinds Capital Management
Washington
$1.1K
MLA
1413
MB, Levis & Associates
Pennsylvania
$1.07K
MFA
1414
McClarren Financial Advisors
Pennsylvania
$1K
TWD
1415
True Wealth Design
Ohio
$767
CAM
1416
ClariVest Asset Management
California
$688 -$37 -1 -6%
LF
1417
Lee Financial
Texas
$682 -$4.21K -114 -88%
DWA
1418
Delos Wealth Advisors
Texas
$682
JFGIW
1419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$682 +$591 +16 New
M
1420
MOTCO
Texas
$213
EPW
1421
Evergreen Private Wealth
Colorado
$213 +$185 +5 New
RWPA
1422
Richard W. Paul & Associates
Michigan
$85
DWM
1423
Dogwood Wealth Management
Kansas
$11
Renaissance Technologies
1424
Renaissance Technologies
New York
-$21.7M -581,671 Closed
IUHSA
1425
Itau Unibanco Holding S.A.
Brazil
-$8.5M -228,000 Closed

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.