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Freeport-McMoran

700 hedge funds and large institutions have $6.18B invested in Freeport-McMoran in 2015 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 231 increasing their positions, 299 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.68% more ownership

Funds ownership: 76.71%78.39% (+1.7%)

5% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 87

2% less funds holding

Funds holding: 717700 (-17)

23% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 299

27% less capital invested

Capital invested by funds: $8.41B → $6.18B (-$2.23B)

56% less call options, than puts

Call options by funds: $213M | Put options by funds: $482M

64% less funds holding in top 10

Funds holding in top 10: 145 (-9)

Holders
700
Holders Change
-17
Holders Change %
-2.37%
% of All Funds
18.36%
Holding in Top 10
5
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-64.29%
% of All Funds
0.13%
New
83
Increased
231
Reduced
299
Closed
87
Calls
$213M
Puts
$482M
Net Calls
-$269M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$704M +$38.1M +4,000,000 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$667M +$212M +22,244,887 +29%
State Street
3
State Street
Massachusetts
$350M +$64M +6,717,893 +15%
Capital Research Global Investors
4
Capital Research Global Investors
California
$340M +$92.3M +9,695,015 +24%
ClearBridge Investments
5
ClearBridge Investments
New York
$316M -$19.1M -2,008,569 -4%
BIT
6
BlackRock Institutional Trust
California
$201M +$7.98M +837,853 +3%
NC
7
Northern Cross
Massachusetts
$176M -$10.4M -1,096,952 -4%
Franklin Resources
8
Franklin Resources
California
$152M -$21.9M -2,300,511 -9%
Deutsche Bank
9
Deutsche Bank
Germany
$146M +$123M +12,886,328 +150%
BG
10
BlackRock Group
United Kingdom
$131M +$8.53M +894,982 +5%
BFA
11
BlackRock Fund Advisors
California
$130M +$10.4M +1,092,228 +6%
Northern Trust
12
Northern Trust
Illinois
$99.7M -$2.66M -279,070 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$96.8M -$25.6M -2,691,324 -16%
Bank of America
14
Bank of America
North Carolina
$75.9M +$22M +2,314,373 +26%
TIM
15
Thornburg Investment Management
New Mexico
$75.1M +$89.9M +9,440,903 +572%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$62.1M +$1.13M +118,334 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$60.9M -$46.7M -4,904,795 -35%
LBA
18
Letko, Brosseau & Associates
Quebec, Canada
$58M +$28.9M +3,029,575 +55%
DCM
19
Discovery Capital Management
Connecticut
$56.5M -$83.5M -8,770,600 -51%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$55.9M -$4.24M -444,634 -5%
SC
21
Sasco Capital
Connecticut
$55.1M -$13.7M -1,437,840 -15%
Ameriprise
22
Ameriprise
Minnesota
$47.8M +$9.24M +970,407 +16%
ABC
23
Anchor Bolt Capital
Illinois
$47.6M +$67M +7,035,162 New
Morgan Stanley
24
Morgan Stanley
New York
$47.1M -$3.15M -330,253 -5%
BA
25
BlackRock Advisors
Delaware
$42.4M +$640K +67,150 +1%

FCX Hedge Fund Activity: Q4 2015 in Review

700 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2015, worth a combined $6.18B — down 27% from $8.41B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of FCX and 83 opened new positions — a net loss of 4 holders — while 299 trimmed existing stakes and 231 added.

The largest buyer was Vanguard Group, adding an estimated $212M. The largest seller was Citigroup, cutting an estimated $135M.

  • 700 institutional investors held Freeport-McMoran (FCX) as of Q4 2015, down from 717 in Q3 2015.
  • Funds reported $6.18B of Freeport-McMoran stock for Q4 2015, down 27% quarter-over-quarter.
  • 83 funds opened new Freeport-McMoran positions in Q4 2015 and 87 closed out, a net change of -4 holders.
  • The largest Freeport-McMoran buyer in Q4 2015 was Vanguard Group, an estimated $212M added.
  • The largest Freeport-McMoran seller in Q4 2015 was Citigroup, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2015.