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Freeport-McMoran

656 hedge funds and large institutions have $10.5B invested in Freeport-McMoran in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 240 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 55

2% more funds holding

Funds holding: 643656 (+13)

4% more capital invested

Capital invested by funds: $10.1B → $10.5B (+$420M)

0.78% more ownership

Funds ownership: 72.04%72.83% (+0.78%)

10% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 240

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

46% less call options, than puts

Call options by funds: $305M | Put options by funds: $562M

Holders
656
Holders Change
+13
Holders Change %
+2.02%
% of All Funds
17.5%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
75
Increased
217
Reduced
240
Closed
55
Calls
$305M
Puts
$562M
Net Calls
-$257M
Net Calls Change
+$87.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.52B +$297M +25,806,187 +23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B +$74.2M +6,455,373 +6%
IC
3
Icahn Carl
Florida
$1.13B
State Street
4
State Street
Massachusetts
$644M +$29.9M +2,602,730 +5%
ClearBridge Investments
5
ClearBridge Investments
New York
$607M +$19.9M +1,728,937 +3%
BIT
6
BlackRock Institutional Trust
California
$372M +$5.74M +499,446 +1%
NC
7
Northern Cross
Massachusetts
$266M -$17.1M -1,482,719 -6%
BFA
8
BlackRock Fund Advisors
California
$248M +$12.8M +1,111,143 +5%
Franklin Resources
9
Franklin Resources
California
$207M -$34.3M -2,980,456 -14%
Northern Trust
10
Northern Trust
Illinois
$193M +$4.64M +403,038 +2%
Goldman Sachs
11
Goldman Sachs
New York
$176M +$112M +9,778,263 +152%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$173M +$21.9M +1,902,101 +14%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$169M +$2.31M +200,674 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$114M +$4.66M +404,940 +4%
BG
15
BlackRock Group
United Kingdom
$111M +$2.01M +174,671 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$108M -$329K -28,622 -0.3%
LBA
17
Letko, Brosseau & Associates
Quebec, Canada
$101M -$2.32M -201,850 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$85.8M +$5.36M +466,188 +6%
Bank of America
19
Bank of America
North Carolina
$82.4M +$9.71M +844,705 +13%
Deutsche Bank
20
Deutsche Bank
Germany
$76.3M -$30.5M -2,653,151 -27%
Wells Fargo
21
Wells Fargo
California
$67.8M +$19.3M +1,675,295 +37%
SAC
22
Smith Affiliated Capital
New York
$65.2M
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$58.2M +$7.47M +649,400 +14%
Charles Schwab
24
Charles Schwab
California
$56.7M +$1.96M +170,810 +3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$56.3M +$21.8M +1,899,083 +58%

FCX Hedge Fund Activity: Q3 2016 in Review

656 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q3 2016, worth a combined $10.5B — up 4.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FCX positions and 55 closed out — a net gain of 20 holders — while 217 added to existing stakes and 240 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $297M. The largest seller was Franklin Resources, cutting an estimated $34.3M.

  • 656 institutional investors held Freeport-McMoran (FCX) as of Q3 2016, up from 643 in Q2 2016.
  • Funds reported $10.5B of Freeport-McMoran stock for Q3 2016, up 4.2% quarter-over-quarter.
  • 75 funds opened new Freeport-McMoran positions in Q3 2016 and 55 closed out, a net change of +20 holders.
  • The largest Freeport-McMoran buyer in Q3 2016 was Capital Research Global Investors, an estimated $297M added.
  • The largest Freeport-McMoran seller in Q3 2016 was Franklin Resources, an estimated $34.3M sold.

Based on aggregated 13F filings for Q3 2016.