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Freeport-McMoran

1,421 hedge funds and large institutions have $49.8B invested in Freeport-McMoran in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 529 increasing their positions, 511 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 76

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

18% more capital invested

Capital invested by funds: $42.1B → $49.8B (+$7.7B)

10% more funds holding

Funds holding: 1,2941,421 (+127)

2.95% more ownership

Funds ownership: 78.72%81.67% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 511

0% less call options, than puts

Call options by funds: $2.09B | Put options by funds: $2.1B

Holders
1,421
Holders Change
+127
Holders Change %
+9.81%
% of All Funds
20.72%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.41%
New
219
Increased
529
Reduced
511
Closed
76
Calls
$2.09B
Puts
$2.1B
Net Calls
-$10M
Net Calls Change
+$159M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.09B +$4.37M +118,200 +0.1%
BlackRock
2
BlackRock
New York
$4.71B -$4.75M -128,745 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.41B -$193M -5,225,296 -6%
State Street
4
State Street
Massachusetts
$2.68B +$60.2M +1,630,605 +3%
Capital Research Global Investors
5
Capital Research Global Investors
California
$2.54B +$15.5M +419,603 +0.7%
Fisher Asset Management
6
Fisher Asset Management
Washington
$2.37B +$36.1M +976,592 +2%
Morgan Stanley
7
Morgan Stanley
New York
$1.51B +$680M +18,414,725 +108%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.47B +$165M +4,465,687 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.14B +$17.8M +481,427 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$927M -$95.3M -2,580,043 -11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$835M -$73.9M -1,999,805 -9%
Amundi
12
Amundi
France
$815M +$8.31M +225,093 +1%
Northern Trust
13
Northern Trust
Illinois
$719M -$31.6M -855,644 -5%
PI
14
Putnam Investments
Massachusetts
$709M +$22M +595,395 +4%
ClearBridge Investments
15
ClearBridge Investments
New York
$607M -$21.5M -581,485 -4%
Bank of America
16
Bank of America
North Carolina
$594M -$34.8M -943,403 -6%
Ameriprise
17
Ameriprise
Minnesota
$551M -$5.41M -146,367 -1%
PIF
18
Public Investment Fund
Saudi Arabia
$549M
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$508M -$16.3M -440,631 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$483M +$217M +5,887,873 +108%
Viking Global Investors
21
Viking Global Investors
Connecticut
$471M +$47.4M +1,283,575 +13%
Capital World Investors
22
Capital World Investors
California
$458M +$21.9M +592,151 +6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$457M +$3.35M +90,663 +0.9%
Goldman Sachs
24
Goldman Sachs
New York
$412M +$14M +379,346 +4%
Diamond Hill Capital Management
25
Diamond Hill Capital Management
Ohio
$392M +$939K +25,436 +0.3%

FCX Hedge Fund Activity: Q4 2023 in Review

1,421 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Freeport-McMoran (FCX) for Q4 2023, worth a combined $49.8B — up 18% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new FCX positions and 76 closed out — a net gain of 143 holders — while 529 added to existing stakes and 511 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $680M. The largest seller was Fidelity Investments, cutting an estimated $193M.

  • 1,421 institutional investors held Freeport-McMoran (FCX) as of Q4 2023, up from 1,294 in Q3 2023.
  • Funds reported $49.8B of Freeport-McMoran stock for Q4 2023, up 18% quarter-over-quarter.
  • 219 funds opened new Freeport-McMoran positions in Q4 2023 and 76 closed out, a net change of +143 holders.
  • The largest Freeport-McMoran buyer in Q4 2023 was Morgan Stanley, an estimated $680M added.
  • The largest Freeport-McMoran seller in Q4 2023 was Fidelity Investments, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2023.