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Freeport-McMoran

915 hedge funds and large institutions have $28.6B invested in Freeport-McMoran in 2020 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 302 increasing their positions, 271 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 62

106% more funds holding in top 10

Funds holding in top 10: 1837 (+19)

73% more capital invested

Capital invested by funds: $16.5B → $28.6B (+$12.1B)

23% more funds holding

Funds holding: 741915 (+174)

11% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 271

2.93% more ownership

Funds ownership: 72.76%75.7% (+2.9%)

25% less call options, than puts

Call options by funds: $817M | Put options by funds: $1.08B

Holders
915
Holders Change
+174
Holders Change %
+23.48%
% of All Funds
16.19%
Holding in Top 10
37
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+105.56%
% of All Funds
0.65%
New
242
Increased
302
Reduced
271
Closed
62
Calls
$817M
Puts
$1.08B
Net Calls
-$267M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.97B -$42.2M -2,030,241 -1%
BlackRock
2
BlackRock
New York
$3.14B +$122M +5,881,347 +5%
State Street
3
State Street
Massachusetts
$1.64B -$22.4M -1,078,051 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.51B +$40.1M +1,929,926 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.47B +$156M +7,504,643 +15%
Fisher Asset Management
6
Fisher Asset Management
Washington
$1.12B +$50M +2,403,986 +6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$910M +$228M +10,954,358 +46%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$663M +$21.4M +1,027,349 +4%
Invesco
9
Invesco
Georgia
$569M +$13.1M +630,826 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$504M -$103M -4,967,984 -20%
Franklin Resources
11
Franklin Resources
California
$484M -$147M -7,072,755 -28%
PI
12
Putnam Investments
Massachusetts
$469M +$41M +1,974,636 +12%
ClearBridge Investments
13
ClearBridge Investments
New York
$435M -$34.8M -1,674,319 -9%
Northern Trust
14
Northern Trust
Illinois
$432M -$15.5M -744,698 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$366M +$187M +8,974,330 +176%
Morgan Stanley
16
Morgan Stanley
New York
$355M +$85.2M +4,096,921 +43%
Bank of America
17
Bank of America
North Carolina
$339M +$12.8M +616,878 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$335M -$2.68M -128,895 -1%
Ameriprise
19
Ameriprise
Minnesota
$335M -$84.9M -4,083,342 -24%
N
20
Nuveen
North Carolina
$291M -$5.03M -241,989 -2%
MMH
21
Menora Mivtachim Holdings
Israel
$220M +$8.27M +398,034 +5%
Legal & General Group
22
Legal & General Group
United Kingdom
$216M -$5.49M -264,036 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$215M +$45.2M +2,176,831 +36%
LPU
24
Lansdowne Partners (UK)
United Kingdom
$205M -$59.7M -2,872,598 -27%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$192M +$93.4M +4,495,545 +156%

FCX Hedge Fund Activity: Q4 2020 in Review

915 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2020, worth a combined $28.6B — up 73% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new FCX positions and 62 closed out — a net gain of 180 holders — while 302 added to existing stakes and 271 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $228M. The largest seller was Franklin Resources, cutting an estimated $147M.

  • 915 institutional investors held Freeport-McMoran (FCX) as of Q4 2020, up from 741 in Q3 2020.
  • Funds reported $28.6B of Freeport-McMoran stock for Q4 2020, up 73% quarter-over-quarter.
  • 242 funds opened new Freeport-McMoran positions in Q4 2020 and 62 closed out, a net change of +180 holders.
  • The largest Freeport-McMoran buyer in Q4 2020 was T. Rowe Price Associates, an estimated $228M added.
  • The largest Freeport-McMoran seller in Q4 2020 was Franklin Resources, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2020.