Holders over time
- HWM
- FCX
| Quarter | HWM | FCX |
|---|---|---|
| Q3 2020 | 12 holders, $1.6bn | 12 holders, $2.6bn |
| Q4 2020 | 21 holders, $3.0bn | 19 holders, $5.2bn |
| Q1 2021 | 18 holders, $3.2bn | 22 holders, $6.4bn |
| Q2 2021 | 19 holders, $3.8bn | 22 holders, $7.5bn |
| Q3 2021 | 18 holders, $3.4bn | 23 holders, $7.7bn |
| Q4 2021 | 15 holders, $3.7bn | 21 holders, $10.5bn |
| Q1 2022 | 12 holders, $3.6bn | 21 holders, $12.7bn |
| Q2 2022 | 15 holders, $3.2bn | 13 holders, $6.7bn |
| Q3 2022 | 20 holders, $3.1bn | 22 holders, $6.6bn |
| Q4 2022 | 19 holders, $4.4bn | 23 holders, $9.4bn |
| Q1 2023 | 23 holders, $4.7bn | 23 holders, $9.7bn |
| Q2 2023 | 25 holders, $5.2bn | 27 holders, $9.5bn |
| Q3 2023 | 26 holders, $4.3bn | 29 holders, $9.2bn |
| Q4 2023 | 22 holders, $5.0bn | 29 holders, $10.6bn |
| Q1 2024 | 22 holders, $6.1bn | 32 holders, $12.3bn |
| Q2 2024 | 23 holders, $7.1bn | 30 holders, $13.0bn |
| Q3 2024 | 25 holders, $8.7bn | 31 holders, $12.7bn |
| Q4 2024 | 21 holders, $9.0bn | 32 holders, $9.2bn |
| Q1 2025 | 23 holders, $10.0bn | 27 holders, $8.3bn |
| Q2 2025 | 22 holders, $13.2bn | 25 holders, $9.4bn |
| Q3 2025 | 23 holders, $13.4bn | 28 holders, $7.8bn |
| Q4 2025 | 26 holders, $13.6bn | 32 holders, $10.4bn |
| Q1 2026 | 35 holders, $15.6bn | 26 holders, $10.7bn |
| Q2 2026 | 37 holders, $17.3bn | 29 holders, $11.1bn |
Howmet Aerospace Inc
- Holders
- 23
- Reported value
- $7.1bn
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 94 comparable managers.
Freeport Mcmoran Inc
- Holders
- 30
- Reported value
- $13.0bn
- Buyers
- 15
- Sellers
- 17
Breadth -2 among 94 comparable managers.
Who holds both, Q2 2024
Both (16)
AllianceBernstein LP, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment Management LLC
Only HWM (7)
AQR Capital Management LLC, Elliott Investment Management LP, Farallon Capital Management LLC, Lone Pine Capital LLC, MFS Investment Management, PDT Partners LLC, Winton Group Ltd
Only FCX (14)
Brevan Howard Capital Management LP, Caxton Associates LLP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Oaktree Capital Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP
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.