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Freeport-McMoran

666 hedge funds and large institutions have $7.05B invested in Freeport-McMoran in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 225 increasing their positions, 239 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 239

1.17% less ownership

Funds ownership: 73.15%71.98% (-1.2%)

5% less funds holding

Funds holding: 704666 (-38)

24% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 121

24% less call options, than puts

Call options by funds: $232M | Put options by funds: $306M

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

49% less capital invested

Capital invested by funds: $13.9B → $7.05B (-$6.88B)

Holders
666
Holders Change
-38
Holders Change %
-5.4%
% of All Funds
14.68%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
92
Increased
225
Reduced
239
Closed
121
Calls
$232M
Puts
$306M
Net Calls
-$73.7M
Net Calls Change
+$304M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$35.1M +3,358,065 +2%
BlackRock
2
BlackRock
New York
$774M +$22.2M +2,122,823 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$465M -$221M -21,159,503 -23%
State Street
4
State Street
Massachusetts
$434M -$25.1M -2,399,810 -4%
Fisher Asset Management
5
Fisher Asset Management
Washington
$258M +$6.85M +654,899 +2%
Franklin Resources
6
Franklin Resources
California
$201M +$303M +29,001,705 +3,870%
IC
7
Icahn Carl
Florida
$181M
ClearBridge Investments
8
ClearBridge Investments
New York
$165M -$17M -1,627,908 -6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$162M -$321M -30,669,130 -56%
Ameriprise
10
Ameriprise
Minnesota
$153M +$18.8M +1,796,435 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$153M +$13.3M +1,273,001 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$153M -$9.52M -909,797 -4%
Northern Trust
13
Northern Trust
Illinois
$127M +$896K +85,635 +0.5%
PI
14
Putnam Investments
Massachusetts
$101M +$69.2M +6,615,678 +79%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$99.7M -$12.7M -1,211,277 -8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$72M +$58M +5,545,821 +108%
Bank of America
17
Bank of America
North Carolina
$64.3M +$20.7M +1,982,069 +26%
Invesco
18
Invesco
Georgia
$60.9M -$7.56M -722,677 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$60.5M +$69.4M +6,636,445 +285%
Legal & General Group
20
Legal & General Group
United Kingdom
$60.2M +$1.78M +170,428 +2%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$57.7M +$14.8M +1,414,999 +20%
RL
22
Ruffer LLP
United Kingdom
$55.1M -$89.6M -8,559,412 -51%
Morgan Stanley
23
Morgan Stanley
New York
$54.8M +$19.5M +1,867,895 +30%
MMH
24
Menora Mivtachim Holdings
Israel
$54.6M +$84.6M +8,081,601 New
Goldman Sachs
25
Goldman Sachs
New York
$51.5M -$30.6M -2,923,579 -28%

FCX Hedge Fund Activity: Q1 2020 in Review

666 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q1 2020, worth a combined $7.05B — down 49% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 121 funds closed out of FCX and 92 opened new positions — a net loss of 29 holders — while 239 trimmed existing stakes and 225 added.

The largest buyer was Franklin Resources, adding an estimated $303M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 666 institutional investors held Freeport-McMoran (FCX) as of Q1 2020, down from 704 in Q4 2019.
  • Funds reported $7.05B of Freeport-McMoran stock for Q1 2020, down 49% quarter-over-quarter.
  • 92 funds opened new Freeport-McMoran positions in Q1 2020 and 121 closed out, a net change of -29 holders.
  • The largest Freeport-McMoran buyer in Q1 2020 was Franklin Resources, an estimated $303M added.
  • The largest Freeport-McMoran seller in Q1 2020 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q1 2020.