We are live on ! Find out more
SCCO icon

Southern Copper
SCCO

533 hedge funds and large institutions have $5.47B invested in Southern Copper in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 181 increasing their positions, 166 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 44

19% more capital invested

Capital invested by funds: $4.61B → $5.47B (+$862M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more call options, than puts

Call options by funds: $100M | Put options by funds: $88.2M

9% more funds holding

Funds holding: 488 → 533 (+45)

9% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 166

0.32% more ownership

Funds ownership: 8.55% → 8.87% (+0.32%)

Holders
533
Holders Change
+45
Holders Change %
+9.22%
% of All Funds
7.77%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
94
Increased
181
Reduced
166
Closed
44
Calls
$100M
Puts
$88.2M
Net Calls
+$11.8M
Net Calls Change
-$2.54M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$116M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$84M
3
NNPTE
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
+$44.2M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$32.1M
5
Ameriprise
Ameriprise
Minnesota
+$20.1M

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$44.5M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$26.7M
3
BlackRock
BlackRock
New York
-$26.7M
4
MAMU
Marathon Asset Management (UK)
United Kingdom
-$18.2M
5
APG Asset Management
APG Asset Management
Netherlands
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
501
IAG Wealth Partners
Wisconsin
$7.23K – – –
AFWM
502
Abich Financial Wealth Management
Virginia
$6.89K +$5.98K +86 New
TVAMP
503
Tennessee Valley Asset Management Partners
Tennessee
$6.77K +$5.91K +85 New
RAM
504
Ramirez Asset Management
New York
$6.03K – – –
BBPWM
505
Blue Bell Private Wealth Management
Pennsylvania
$5.51K – – –
RS
506
Rakuten Securities
Japan
$5.51K +$4.8K +69 New
PCM
507
Penserra Capital Management
California
$5K – – –
LFA
508
LGT Financial Advisors
Texas
$4.36K +$70 +1 +2%
AWM
509
Abound Wealth Management
Tennessee
$4.05K +$2.5K +36 +240%
BBHC
510
Brown Brothers Harriman & Co
New York
$3.96K – – –
VCM
511
Versant Capital Management
Arizona
$3.79K – – –
JWA
512
JFS Wealth Advisors
Pennsylvania
$3.53K – – –
BWM
513
Baystate Wealth Management
Massachusetts
$3.42K – – –
AW
514
Avion Wealth
Texas
$3K – – –
PS
515
Principal Securities
Iowa
$2.58K +$2.23K +32 New
HFM
516
Harvest Fund Management
China
$2K -$10.1K -145 -85%
GI
517
Gradient Investments
Minnesota
$1.98K +$209 +3 +14%
WWM
518
Wolff Wiese Magana
California
$1.72K – – –
SIS
519
Sound Income Strategies
Florida
$1.72K – – –
VL
520
Vima LLC
Michigan
$1.72K +$1.53K +22 New
CHA
521
Carmichael Hill & Associates
Maryland
$1.29K – – –
JGIA
522
Jackson Grant Investment Advisers
Connecticut
$1.12K – – –
SS
523
Sunbelt Securities
Texas
$1.12K – – –
FHA
524
First Horizon Advisors
Tennessee
$1.12K +$974 +14 New
VNA
525
Valley National Advisers
Pennsylvania
$1K +$1.53K +22 New
19 20
21
22 23

SCCO Hedge Fund Activity: Q4 2023 in Review

533 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southern Copper (SCCO) for Q4 2023, worth a combined $5.47B — up 19% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCCO positions and 44 closed out — a net gain of 50 holders — while 181 added to existing stakes and 166 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $116M. The largest seller was Marshall Wace, cutting an estimated $44.5M.

  • 533 institutional investors held Southern Copper (SCCO) as of Q4 2023, up from 488 in Q3 2023.
  • Funds reported $5.47B of Southern Copper stock for Q4 2023, up 19% quarter-over-quarter.
  • 94 funds opened new Southern Copper positions in Q4 2023 and 44 closed out, a net change of +50 holders.
  • The largest Southern Copper buyer in Q4 2023 was Morgan Stanley, an estimated $116M added.
  • The largest Southern Copper seller in Q4 2023 was Marshall Wace, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2023.