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
- 31
- Reported value
- $12.7bn
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 94 comparable managers.
Howmet Aerospace Inc
- Holders
- 25
- Reported value
- $8.7bn
- Buyers
- 8
- Sellers
- 16
Breadth -8 among 94 comparable managers.
Who holds both, Q3 2024
Both (18)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, 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, Winton Group Ltd
Only FCX (13)
Brevan Howard Capital Management LP, D. E. Shaw & Co., Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Oaktree Capital Management LP, Rokos Capital Management LLP, Soros Fund Management 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.