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Freeport-McMoran

718 hedge funds and large institutions have $13.5B invested in Freeport-McMoran in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 262 increasing their positions, 242 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 80

8% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 242

1% more funds holding

Funds holding: 714718 (+4)

0% more capital invested

Capital invested by funds: $13.5B → $13.5B (+$51.3M)

0.58% less ownership

Funds ownership: 74.51%73.93% (-0.58%)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

50% less call options, than puts

Call options by funds: $465M | Put options by funds: $927M

Holders
718
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
17.87%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.2%
New
96
Increased
262
Reduced
242
Closed
80
Calls
$465M
Puts
$927M
Net Calls
-$462M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B +$185M +12,897,514 +11%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.72B -$298M -20,709,396 -14%
IC
3
Icahn Carl
Florida
$1.22B
BlackRock
4
BlackRock
New York
$1.11B +$1.15B +79,795,468 +2,630%
State Street
5
State Street
Massachusetts
$868M +$40.7M +2,835,834 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$636M -$38.2M -2,657,653 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$566M +$311M +21,652,647 +104%
Northern Trust
8
Northern Trust
Illinois
$232M +$14.7M +1,019,768 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$197M +$67M +4,662,665 +46%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$173M +$23.9M +1,664,093 +15%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$141M -$50.6M -3,519,141 -25%
Goldman Sachs
12
Goldman Sachs
New York
$131M -$38.6M -2,686,241 -21%
Franklin Resources
13
Franklin Resources
California
$129M -$10.1M -700,727 -7%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$112M -$3.46M -240,975 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$107M -$4.71M -328,038 -4%
WBC
16
Westpac Banking Corp
Australia
$103M +$105M +7,286,672 +1,650%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$101M -$159M -11,079,706 -59%
Bank of America
18
Bank of America
North Carolina
$99.5M -$5.79M -403,002 -5%
TCIM
19
TIAA CREF Investment Management
New York
$99.1M +$7.7M +535,832 +8%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.4M +$32.9M +2,290,911 +55%
IAM
21
Impala Asset Management
Florida
$85.4M -$65.4M -4,550,229 -42%
MNA
22
Manning & Napier Advisors
New York
$84.6M +$91M +6,335,763 New
Deutsche Bank
23
Deutsche Bank
Germany
$81.2M +$23.1M +1,606,827 +36%
SAC
24
Smith Affiliated Capital
New York
$80.2M
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$78.6M +$56.3M +3,915,158 +199%

FCX Hedge Fund Activity: Q1 2017 in Review

718 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q1 2017, worth a combined $13.5B — up 0.38% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FCX positions and 80 closed out — a net gain of 16 holders — while 262 added to existing stakes and 242 trimmed.

The largest buyer was BlackRock, adding an estimated $1.15B. The largest seller was Capital Research Global Investors, cutting an estimated $298M.

  • 718 institutional investors held Freeport-McMoran (FCX) as of Q1 2017, up from 714 in Q4 2016.
  • Funds reported $13.5B of Freeport-McMoran stock for Q1 2017, up 0.38% quarter-over-quarter.
  • 96 funds opened new Freeport-McMoran positions in Q1 2017 and 80 closed out, a net change of +16 holders.
  • The largest Freeport-McMoran buyer in Q1 2017 was BlackRock, an estimated $1.15B added.
  • The largest Freeport-McMoran seller in Q1 2017 was Capital Research Global Investors, an estimated $298M sold.

Based on aggregated 13F filings for Q1 2017.