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Freeport-McMoran

965 hedge funds and large institutions have $27.8B invested in Freeport-McMoran in 2013 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 331 increasing their positions, 376 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 69

14% more capital invested

Capital invested by funds: $24.3B → $27.8B (+$3.51B)

7% more funds holding

Funds holding: 902965 (+63)

4% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.25B

0.16% more ownership

Funds ownership: 71.01%71.17% (+0.16%)

5% less funds holding in top 10

Funds holding in top 10: 4341 (-2)

12% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 376

Holders
965
Holders Change
+63
Holders Change %
+6.98%
% of All Funds
28.01%
Holding in Top 10
41
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.65%
% of All Funds
1.19%
New
142
Increased
331
Reduced
376
Closed
69
Calls
$1.3B
Puts
$1.25B
Net Calls
+$54.3M
Net Calls Change
+$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.94B +$52.4M +1,479,131 +3%
State Street
2
State Street
Massachusetts
$1.82B +$18.3M +514,850 +1%
Franklin Resources
3
Franklin Resources
California
$1.47B +$162M +4,581,950 +13%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.41B +$390M +11,013,763 +42%
BG
5
BlackRock Group
United Kingdom
$1.25B -$51.6M -1,455,639 -4%
NC
6
Northern Cross
Massachusetts
$1.04B -$1.34M -37,689 -0.1%
BIT
7
BlackRock Institutional Trust
California
$1.02B +$9.1M +256,693 +1%
Northern Trust
8
Northern Trust
Illinois
$604M +$6.64M +187,389 +1%
PC
9
Paulson & Co
New York
$585M -$163K -4,600 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$585M -$1.97M -55,593 -0.4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$562M +$112M +3,163,779 +27%
BFA
12
BlackRock Fund Advisors
California
$438M +$13M +367,856 +3%
Bank of America
13
Bank of America
North Carolina
$367M -$28.1M -792,310 -8%
Morgan Stanley
14
Morgan Stanley
New York
$354M -$21.3M -600,085 -6%
Deutsche Bank
15
Deutsche Bank
Germany
$337M -$282M -7,950,882 -47%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$295M +$14M +395,026 +5%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$293M -$123M -3,468,908 -31%
ClearBridge Investments
18
ClearBridge Investments
New York
$279M +$21.7M +612,030 +9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$277M +$70.6M +1,991,637 +37%
Invesco
20
Invesco
Georgia
$261M +$78.4M +2,211,503 +47%
MAM
21
Marketfield Asset Management
New York
$237M +$42.8M +1,208,032 +24%
Capital Research Global Investors
22
Capital Research Global Investors
California
$234M +$17.7M +500,000 +9%
BA
23
BlackRock Advisors
Delaware
$228M +$38.1M +1,076,037 +22%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$224M +$21.4M +604,624 +11%
TCIM
25
TIAA CREF Investment Management
New York
$218M -$3.74M -105,550 -2%

FCX Hedge Fund Activity: Q4 2013 in Review

965 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2013, worth a combined $27.8B — up 14% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new FCX positions and 69 closed out — a net gain of 73 holders — while 331 added to existing stakes and 376 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $390M. The largest seller was Deutsche Bank, cutting an estimated $282M.

  • 965 institutional investors held Freeport-McMoran (FCX) as of Q4 2013, up from 902 in Q3 2013.
  • Funds reported $27.8B of Freeport-McMoran stock for Q4 2013, up 14% quarter-over-quarter.
  • 142 funds opened new Freeport-McMoran positions in Q4 2013 and 69 closed out, a net change of +73 holders.
  • The largest Freeport-McMoran buyer in Q4 2013 was JP Morgan Chase, an estimated $390M added.
  • The largest Freeport-McMoran seller in Q4 2013 was Deutsche Bank, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2013.