Holders over time
- FCX
- HWM
| Quarter | FCX | HWM |
|---|---|---|
| Q3 2020 | 12 holders, $2.6bn | 12 holders, $1.6bn |
| Q4 2020 | 19 holders, $5.2bn | 21 holders, $3.0bn |
| Q1 2021 | 22 holders, $6.4bn | 18 holders, $3.2bn |
| Q2 2021 | 22 holders, $7.5bn | 19 holders, $3.8bn |
| Q3 2021 | 23 holders, $7.7bn | 18 holders, $3.4bn |
| Q4 2021 | 21 holders, $10.5bn | 15 holders, $3.7bn |
| Q1 2022 | 21 holders, $12.7bn | 12 holders, $3.6bn |
| Q2 2022 | 13 holders, $6.7bn | 15 holders, $3.2bn |
| Q3 2022 | 22 holders, $6.6bn | 20 holders, $3.1bn |
| Q4 2022 | 23 holders, $9.4bn | 19 holders, $4.4bn |
| Q1 2023 | 23 holders, $9.7bn | 23 holders, $4.7bn |
| Q2 2023 | 27 holders, $9.5bn | 25 holders, $5.2bn |
| Q3 2023 | 29 holders, $9.2bn | 26 holders, $4.3bn |
| Q4 2023 | 29 holders, $10.6bn | 22 holders, $5.0bn |
| Q1 2024 | 32 holders, $12.3bn | 22 holders, $6.1bn |
| Q2 2024 | 30 holders, $13.0bn | 23 holders, $7.1bn |
| Q3 2024 | 31 holders, $12.7bn | 25 holders, $8.7bn |
| Q4 2024 | 32 holders, $9.2bn | 21 holders, $9.0bn |
| Q1 2025 | 27 holders, $8.3bn | 23 holders, $10.0bn |
| Q2 2025 | 25 holders, $9.4bn | 22 holders, $13.2bn |
| Q3 2025 | 28 holders, $7.8bn | 23 holders, $13.4bn |
| Q4 2025 | 32 holders, $10.4bn | 26 holders, $13.6bn |
| Q1 2026 | 26 holders, $10.7bn | 35 holders, $15.6bn |
| Q2 2026 | 29 holders, $11.1bn | 37 holders, $17.3bn |
Freeport Mcmoran Inc
- Holders
- 29
- Reported value
- $10.6bn
- Buyers
- 17
- Sellers
- 14
Breadth +3 among 93 comparable managers.
Howmet Aerospace Inc
- Holders
- 22
- Reported value
- $5.0bn
- Buyers
- 8
- Sellers
- 15
Breadth -7 among 93 comparable managers.
Who holds both, Q4 2023
Both (13)
AllianceBernstein LP, Arrowstreet Capital LP, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
Only FCX (16)
Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Eisler Capital Management Ltd, Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Oaktree Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Viking Global Investors LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.