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345 hedge funds and large institutions have $6.89B invested in Vale in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $5.97B → $6.89B (+$916M)

4% more funds holding

Funds holding: 331345 (+14)

0.38% less ownership

Funds ownership: 13.98%13.6% (-0.38%)

13% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 129

16% less call options, than puts

Call options by funds: $323M | Put options by funds: $387M

Holders
345
Holders Change
+14
Holders Change %
+4.23%
% of All Funds
11.19%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.36%
New
55
Increased
112
Reduced
129
Closed
39
Calls
$323M
Puts
$387M
Net Calls
-$63.6M
Net Calls Change
-$47.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
226
Caxton Associates (New York)
New York
$384K +$364K +24,600 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$366K -$5.09K -344 -1%
GT
228
Glenmede Trust
Pennsylvania
$346K
Two Sigma Advisers
229
Two Sigma Advisers
New York
$342K +$324K +21,900 New
CWM
230
Concert Wealth Management
California
$336K +$49.5K +3,346 +18%
ICM
231
Ionic Capital Management
New York
$336K +$318K +21,500 New
PWLP
232
Prio Wealth Limited Partnership
Massachusetts
$335K -$108K -7,300 -25%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$335K -$84.5K -5,710 -21%
RG
234
Rathbones Group
United Kingdom
$334K -$38.1K -2,575 -11%
CIP
235
Cornerstone Investment Partners
Georgia
$331K -$11.8K -800 -4%
CP
236
Cumberland Partners
Ontario, Canada
$317K
JHIU
237
Janus Henderson Investors US
Colorado
$316K -$144K -9,713 -32%
SGH
238
Schonfeld Group Holdings
New York
$311K +$295K +19,940 New
BIM
239
Baldwin Investment Management
Pennsylvania
$297K -$48.8K -3,300 -15%
WS
240
Wedbush Securities
California
$295K +$50.3K +3,400 +22%
DTL
241
Dynamic Technology Lab
Singapore
$289K +$274K +18,500 New
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$278K +$249K +16,827 +1,683%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$275K +$261K +17,625 New
CIP
244
Convergence Investment Partners
Florida
$262K +$249K +16,804 New
SC
245
SouthState Corp
Florida
$261K +$10.2K +686 +4%
ICOA
246
Investment Centers of America
North Dakota
$253K +$26.2K +1,771 +12%
FC
247
Fiera Capital
New York
$250K -$83.6K -5,650 -26%
MA
248
MUFG Americas
New York
$249K +$7.4K +500 +3%
BF
249
BOK Financial
Oklahoma
$248K +$235K +15,863 New
BC
250
Burney Company
Virginia
$243K -$243K -16,398 -51%

VALE Hedge Fund Activity: Q3 2013 in Review

345 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2013, worth a combined $6.89B — up 15% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VALE positions and 39 closed out — a net gain of 16 holders — while 112 added to existing stakes and 129 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $64.7M. The largest seller was Lazard Asset Management, cutting an estimated $219M.

  • 345 institutional investors held Vale (VALE) as of Q3 2013, up from 331 in Q2 2013.
  • Funds reported $6.89B of Vale stock for Q3 2013, up 15% quarter-over-quarter.
  • 55 funds opened new Vale positions in Q3 2013 and 39 closed out, a net change of +16 holders.
  • The largest Vale buyer in Q3 2013 was Arrowstreet Capital, an estimated $64.7M added.
  • The largest Vale seller in Q3 2013 was Lazard Asset Management, an estimated $219M sold.

Based on aggregated 13F filings for Q3 2013.