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Freeport-McMoran

709 hedge funds and large institutions have $14B invested in Freeport-McMoran in 2017 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 224 increasing their positions, 262 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 64

17% more capital invested

Capital invested by funds: $11.9B → $14B (+$2.05B)

5% more funds holding

Funds holding: 675709 (+34)

0.15% more ownership

Funds ownership: 68.15%68.3% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

15% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 262

53% less call options, than puts

Call options by funds: $447M | Put options by funds: $955M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
17.68%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
104
Increased
224
Reduced
262
Closed
64
Calls
$447M
Puts
$955M
Net Calls
-$508M
Net Calls Change
+$6.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.98B +$21.5M +1,532,960 +1%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.29B -$174M -12,412,175 -12%
BlackRock
3
BlackRock
New York
$1.22B +$17.7M +1,258,850 +1%
IC
4
Icahn Carl
Florida
$1.08B -$203M -14,432,505 -16%
State Street
5
State Street
Massachusetts
$895M -$18M -1,281,684 -2%
ClearBridge Investments
6
ClearBridge Investments
New York
$606M -$60M -4,270,911 -9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$344M -$124M -8,833,204 -27%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$341M +$52.3M +3,724,271 +18%
Northern Trust
9
Northern Trust
Illinois
$257M +$14.3M +1,020,804 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$220M +$34.7M +2,466,806 +19%
JP Morgan Chase
11
JP Morgan Chase
New York
$195M +$140M +9,980,738 +280%
AQR Capital Management
12
AQR Capital Management
Connecticut
$180M +$108M +7,674,191 +149%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$170M +$8.28M +589,638 +5%
Bank of America
14
Bank of America
North Carolina
$143M +$44.5M +3,166,705 +45%
TCIM
15
TIAA CREF Investment Management
New York
$137M +$13.5M +962,854 +11%
Goldman Sachs
16
Goldman Sachs
New York
$122M -$21.2M -1,509,778 -15%
PG
17
Pendal Group
Australia
$118M +$7.13M +507,722 +6%
LBA
18
Letko, Brosseau & Associates
Quebec, Canada
$114M -$1.12M -79,975 -1%
Franklin Resources
19
Franklin Resources
California
$112M -$752K -53,503 -0.7%
Legal & General Group
20
Legal & General Group
United Kingdom
$108M -$2.64M -188,260 -2%
TA
21
Teachers Advisors
New York
$98.8M +$30.6M +2,178,344 +45%
MNA
22
Manning & Napier Advisors
New York
$95M -$4.59M -326,585 -5%
CIM
23
Contrarius Investment Management
Jersey
$86.7M +$37M +2,633,409 +74%
Wells Fargo
24
Wells Fargo
California
$86.4M +$17.4M +1,237,991 +25%
SAC
25
Smith Affiliated Capital
New York
$84.2M

FCX Hedge Fund Activity: Q3 2017 in Review

709 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q3 2017, worth a combined $14B — up 17% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new FCX positions and 64 closed out — a net gain of 40 holders — while 224 added to existing stakes and 262 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $140M. The largest seller was Icahn Carl, cutting an estimated $203M.

  • 709 institutional investors held Freeport-McMoran (FCX) as of Q3 2017, up from 675 in Q2 2017.
  • Funds reported $14B of Freeport-McMoran stock for Q3 2017, up 17% quarter-over-quarter.
  • 104 funds opened new Freeport-McMoran positions in Q3 2017 and 64 closed out, a net change of +40 holders.
  • The largest Freeport-McMoran buyer in Q3 2017 was JP Morgan Chase, an estimated $140M added.
  • The largest Freeport-McMoran seller in Q3 2017 was Icahn Carl, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2017.