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Southern Copper

295 hedge funds and large institutions have $2.16B invested in Southern Copper in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

27% more capital invested

Capital invested by funds: $1.71B → $2.16B (+$454M)

15% more call options, than puts

Call options by funds: $15M | Put options by funds: $13M

2% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 60

0.21% less ownership

Funds ownership: 7.81%7.6% (-0.21%)

1% less funds holding

Funds holding: 297295 (-2)

Holders
295
Holders Change
-2
Holders Change %
-0.67%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
61
Increased
102
Reduced
77
Closed
60
Calls
$15M
Puts
$13M
Net Calls
+$1.96M
Net Calls Change
+$6.66M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$279M +$26.5M +828,873 +12%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$200M +$7.34M +229,709 +4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$174M -$7.58M -237,326 -5%
State Street
4
State Street
Massachusetts
$167M +$7.78M +243,662 +6%
Norges Bank
5
Norges Bank
Norway
$45.1M
William Blair Investment Management
6
William Blair Investment Management
Illinois
$44.9M -$447K -13,995 -1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$40.5M +$8.66M +270,985 +33%
Northern Trust
8
Northern Trust
Illinois
$39.3M -$1.49M -46,542 -4%
PPA
9
Parametric Portfolio Associates
Washington
$38.4M +$988K +30,924 +3%
PCA
10
Personal Capital Advisors
California
$37.8M +$6.42M +201,102 +24%
CGM
11
Capital Growth Management
Massachusetts
$33.9M +$29.5M +922,299 New
Goldman Sachs
12
Goldman Sachs
New York
$33.5M -$1.26M -39,329 -4%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$33M -$41.2M -1,289,109 -59%
MC
14
Martin Currie
United Kingdom
$30M +$1.05M +32,898 +4%
WHG
15
Westwood Holdings Group
Texas
$29M +$25.1M +787,035 New
Deutsche Bank
16
Deutsche Bank
Germany
$25M -$35M -1,096,209 -62%
Legal & General Group
17
Legal & General Group
United Kingdom
$24.1M +$2.97M +93,118 +17%
Ameriprise
18
Ameriprise
Minnesota
$23.8M -$58.3M -1,824,191 -74%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$20.4M +$322K +10,076 +2%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$19.7M +$6.54M +204,765 +62%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$19.5M +$2.96M +92,591 +21%
DG
22
Delek Group
Israel
$19.3M +$16.9M +528,569 New
Allianz Asset Management
23
Allianz Asset Management
Germany
$18.7M +$16.3M +509,249 New
Jennison Associates
24
Jennison Associates
New York
$17.9M -$15.3K -479 -0.1%
BG
25
Bollard Group
Massachusetts
$17.6M +$1.98M +62,039 +15%

SCCO Hedge Fund Activity: Q1 2019 in Review

295 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southern Copper (SCCO) for Q1 2019, worth a combined $2.16B — up 27% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCCO positions and 60 closed out — a net gain of 1 holder — while 102 added to existing stakes and 77 trimmed.

The largest buyer was Capital Growth Management, opening a new position worth an estimated $29.5M. The largest seller was Ameriprise, cutting an estimated $58.3M.

  • 295 institutional investors held Southern Copper (SCCO) as of Q1 2019, down from 297 in Q4 2018.
  • Funds reported $2.16B of Southern Copper stock for Q1 2019, up 27% quarter-over-quarter.
  • 61 funds opened new Southern Copper positions in Q1 2019 and 60 closed out, a net change of +1 holder.
  • The largest Southern Copper buyer in Q1 2019 was Capital Growth Management, an estimated $29.5M added.
  • The largest Southern Copper seller in Q1 2019 was Ameriprise, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2019.