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Freeport-McMoran

744 hedge funds and large institutions have $14B invested in Freeport-McMoran in 2015 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 223 increasing their positions, 351 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 73.04%73.71% (+0.67%)

3% less capital invested

Capital invested by funds: $14.4B → $14B (-$375M)

4% less funds holding

Funds holding: 774744 (-30)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

27% less call options, than puts

Call options by funds: $725M | Put options by funds: $987M

29% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 83

36% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 351

Holders
744
Holders Change
-30
Holders Change %
-3.88%
% of All Funds
20.04%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.38%
New
59
Increased
223
Reduced
351
Closed
83
Calls
$725M
Puts
$987M
Net Calls
-$263M
Net Calls Change
-$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$15.2M +734,373 +1%
State Street
2
State Street
Massachusetts
$805M -$82.6M -3,999,332 -8%
Franklin Resources
3
Franklin Resources
California
$698M -$253M -12,235,396 -25%
ClearBridge Investments
4
ClearBridge Investments
New York
$590M +$7.3M +353,632 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$548M +$96.7M +4,685,000 +19%
BIT
6
BlackRock Institutional Trust
California
$510M -$11.5M -556,617 -2%
UBS Group
7
UBS Group
Switzerland
$490M +$153M +7,409,195 +39%
BG
8
BlackRock Group
United Kingdom
$425M -$7.06M -341,921 -1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$398M -$39.2M -1,898,306 -8%
NC
10
Northern Cross
Massachusetts
$321M -$1.07M -51,723 -0.2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$316M +$261M +12,622,166 +292%
BFA
12
BlackRock Fund Advisors
California
$308M +$87.3M +4,226,492 +34%
Northern Trust
13
Northern Trust
Illinois
$273M +$971K +47,040 +0.3%
WRF
14
Waddell & Reed Financial
Kansas
$267M +$267M +12,949,960 +934%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$258M -$17.7M -855,897 -6%
BA
16
BlackRock Advisors
Delaware
$254M -$37.2M -1,802,806 -12%
Citigroup
17
Citigroup
New York
$186M +$172M +8,354,575 +515%
GTP
18
Global Thematic Partners
New York
$184M -$25.9M -1,253,980 -11%
Wells Fargo
19
Wells Fargo
California
$168M -$1.33M -64,574 -0.7%
JP Morgan Chase
20
JP Morgan Chase
New York
$164M +$41.6M +2,014,793 +30%
Deutsche Bank
21
Deutsche Bank
Germany
$161M -$29.8M -1,443,423 -14%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$153M +$4.51M +218,407 +3%
SC
23
Sasco Capital
Connecticut
$139M +$62.4M +3,020,410 +68%
Morgan Stanley
24
Morgan Stanley
New York
$121M -$604K -29,274 -0.4%
Allianz Asset Management
25
Allianz Asset Management
Germany
$113M -$272M -13,157,306 -68%

FCX Hedge Fund Activity: Q2 2015 in Review

744 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q2 2015, worth a combined $14B — down 2.6% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of FCX and 59 opened new positions — a net loss of 24 holders — while 351 trimmed existing stakes and 223 added.

The largest buyer was Waddell & Reed Financial, adding an estimated $267M. The largest seller was Allianz Asset Management, cutting an estimated $272M.

  • 744 institutional investors held Freeport-McMoran (FCX) as of Q2 2015, down from 774 in Q1 2015.
  • Funds reported $14B of Freeport-McMoran stock for Q2 2015, down 2.6% quarter-over-quarter.
  • 59 funds opened new Freeport-McMoran positions in Q2 2015 and 83 closed out, a net change of -24 holders.
  • The largest Freeport-McMoran buyer in Q2 2015 was Waddell & Reed Financial, an estimated $267M added.
  • The largest Freeport-McMoran seller in Q2 2015 was Allianz Asset Management, an estimated $272M sold.

Based on aggregated 13F filings for Q2 2015.