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Freeport-McMoran

660 hedge funds and large institutions have $8.89B invested in Freeport-McMoran in 2016 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 240 increasing their positions, 243 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

44% more capital invested

Capital invested by funds: $6.18B → $8.89B (+$2.71B)

1% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 243

6% less funds holding

Funds holding: 700660 (-40)

9.87% less ownership

Funds ownership: 78.39%68.52% (-9.9%)

29% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 107

51% less call options, than puts

Call options by funds: $406M | Put options by funds: $835M

Holders
660
Holders Change
-40
Holders Change %
-5.71%
% of All Funds
17.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.27%
New
76
Increased
240
Reduced
243
Closed
107
Calls
$406M
Puts
$835M
Net Calls
-$428M
Net Calls Change
-$159M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$1.08B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07B +$34.8M +4,947,240 +5%
Capital Research Global Investors
3
Capital Research Global Investors
California
$668M +$101M +14,393,200 +29%
State Street
4
State Street
Massachusetts
$583M +$32.8M +4,668,125 +9%
ClearBridge Investments
5
ClearBridge Investments
New York
$582M +$67.6M +9,622,143 +21%
NC
6
Northern Cross
Massachusetts
$359M -$2.91M -414,548 -2%
BIT
7
BlackRock Institutional Trust
California
$340M +$22.8M +3,243,259 +11%
Franklin Resources
8
Franklin Resources
California
$232M -$143K -20,295 -0.1%
BFA
9
BlackRock Fund Advisors
California
$214M +$10.1M +1,444,585 +8%
Northern Trust
10
Northern Trust
Illinois
$166M +$9.64M +1,371,654 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$107M +$9.4M +1,338,134 +15%
DCM
12
Discovery Capital Management
Connecticut
$102M +$11M +1,569,243 +19%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$100M +$7.87M +1,120,925 +13%
BG
14
BlackRock Group
United Kingdom
$99M -$68.5M -9,747,084 -50%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$79M -$46.7M -6,654,613 -47%
TIM
16
Thornburg Investment Management
New Mexico
$78.4M -$24.7M -3,510,031 -32%
Legal & General Group
17
Legal & General Group
United Kingdom
$69.6M +$5.5M +783,107 +13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$64.3M +$2.03M +288,297 +5%
UBS Group
19
UBS Group
Switzerland
$63M +$8.1M +1,153,231 +23%
SAC
20
Smith Affiliated Capital
New York
$62M
Bank of America
21
Bank of America
North Carolina
$59.8M -$38.1M -5,421,341 -48%
JP Morgan Chase
22
JP Morgan Chase
New York
$59.6M +$4.65M +661,738 +13%
Goldman Sachs
23
Goldman Sachs
New York
$57.5M -$4.01M -570,125 -9%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$54.2M +$11.2M +1,592,434 +44%
Wells Fargo
25
Wells Fargo
California
$53.7M +$5.93M +844,004 +19%

FCX Hedge Fund Activity: Q1 2016 in Review

660 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q1 2016, worth a combined $8.89B — up 44% from $6.18B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of FCX and 76 opened new positions — a net loss of 31 holders — while 243 trimmed existing stakes and 240 added.

The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Deutsche Bank, cutting an estimated $116M.

  • 660 institutional investors held Freeport-McMoran (FCX) as of Q1 2016, down from 700 in Q4 2015.
  • Funds reported $8.89B of Freeport-McMoran stock for Q1 2016, up 44% quarter-over-quarter.
  • 76 funds opened new Freeport-McMoran positions in Q1 2016 and 107 closed out, a net change of -31 holders.
  • The largest Freeport-McMoran buyer in Q1 2016 was Capital Research Global Investors, an estimated $101M added.
  • The largest Freeport-McMoran seller in Q1 2016 was Deutsche Bank, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2016.