We are live on ! Find out more
FCX icon

Freeport-McMoran

916 hedge funds and large institutions have $24.7B invested in Freeport-McMoran in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 344 increasing their positions, 365 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% more ownership

Funds ownership: 71.65%72.89% (+1.2%)

6% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 365

3% less funds holding

Funds holding: 948916 (-32)

9% less capital invested

Capital invested by funds: $27.2B → $24.7B (-$2.48B)

23% less call options, than puts

Call options by funds: $814M | Put options by funds: $1.06B

27% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 85

34% less funds holding in top 10

Funds holding in top 10: 3221 (-11)

Holders
916
Holders Change
-32
Holders Change %
-3.38%
% of All Funds
26.58%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.61%
New
62
Increased
344
Reduced
365
Closed
85
Calls
$814M
Puts
$1.06B
Net Calls
-$242M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$49.4M +1,358,789 +3%
State Street
2
State Street
Massachusetts
$1.54B +$25.5M +702,247 +2%
BG
3
BlackRock Group
United Kingdom
$1.2B -$17.5M -480,843 -1%
Franklin Resources
4
Franklin Resources
California
$1.14B -$208M -5,738,253 -14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.1B +$257M +7,072,397 +27%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.02B +$190M +5,217,559 +20%
BIT
7
BlackRock Institutional Trust
California
$909M +$4.53M +124,578 +0.4%
NC
8
Northern Cross
Massachusetts
$899M -$1.35M -37,269 -0.1%
Northern Trust
9
Northern Trust
Illinois
$496M -$19.9M -548,819 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$463M -$43.4M -1,194,853 -8%
BFA
11
BlackRock Fund Advisors
California
$406M +$5.1M +140,304 +1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$375M +$192M +5,273,000 +85%
Deutsche Bank
13
Deutsche Bank
Germany
$368M +$20.5M +565,289 +5%
ClearBridge Investments
14
ClearBridge Investments
New York
$366M +$25.1M +689,559 +7%
WRF
15
Waddell & Reed Financial
Kansas
$364M -$345K -9,500 -0.1%
BA
16
BlackRock Advisors
Delaware
$335M -$94.9M -2,611,817 -20%
Morgan Stanley
17
Morgan Stanley
New York
$314M +$13.7M +375,726 +4%
Wells Fargo
18
Wells Fargo
California
$290M +$171M +4,705,056 +113%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$285M +$23.3M +642,422 +8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$254M -$1.78M -48,971 -0.6%
Invesco
21
Invesco
Georgia
$234M +$7.34M +202,141 +3%
Bank of America
22
Bank of America
North Carolina
$226M -$50.7M -1,396,608 -17%
IG
23
ING Group
Netherlands
$222M -$22.5M -618,273 -8%
U
24
UBS
Switzerland
$217M +$3.66M +100,820 +2%
Ameriprise
25
Ameriprise
Minnesota
$205M +$12.6M +346,945 +6%

FCX Hedge Fund Activity: Q3 2014 in Review

916 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q3 2014, worth a combined $24.7B — down 9.1% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of FCX and 62 opened new positions — a net loss of 23 holders — while 365 trimmed existing stakes and 344 added.

The largest buyer was Fidelity Investments, adding an estimated $257M. The largest seller was Franklin Resources, cutting an estimated $208M.

  • 916 institutional investors held Freeport-McMoran (FCX) as of Q3 2014, down from 948 in Q2 2014.
  • Funds reported $24.7B of Freeport-McMoran stock for Q3 2014, down 9.1% quarter-over-quarter.
  • 62 funds opened new Freeport-McMoran positions in Q3 2014 and 85 closed out, a net change of -23 holders.
  • The largest Freeport-McMoran buyer in Q3 2014 was Fidelity Investments, an estimated $257M added.
  • The largest Freeport-McMoran seller in Q3 2014 was Franklin Resources, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2014.