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296 hedge funds and large institutions have $11.5B invested in Vale in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 18.02%17.5% (-0.52%)

4% less funds holding

Funds holding: 308296 (-12)

10% less capital invested

Capital invested by funds: $12.8B → $11.5B (-$1.26B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

22% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $281M | Put options by funds: $387M

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

Holders
296
Holders Change
-12
Holders Change %
-3.9%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
29
Increased
91
Reduced
117
Closed
40
Calls
$281M
Puts
$387M
Net Calls
-$106M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
226
IPG Investment Advisors
California
$144K +$151K +12,480 New
CCIA
227
Campbell & Co Investment Adviser
Maryland
$140K +$147K +12,139 New
Stifel Financial
228
Stifel Financial
Missouri
$131K +$11.2K +926 +9%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$27.9K -2,300 -17%
American Century Companies
230
American Century Companies
Missouri
$128K -$1.15M -94,993 -90%
CM
231
CoreCommodity Management
Connecticut
$126K -$175K -14,447 -57%
SCM
232
SOL Capital Management
Maryland
$122K
AP
233
Advisor Partners
California
$121K +$5.93K +489 +5%
SO
234
STRS Ohio
Ohio
$115K
CAC
235
Certified Advisory Corp
Florida
$115K +$8.13K +671 +7%
WHG
236
Westwood Holdings Group
Texas
$106K -$16K -1,318 -12%
S
237
SignatureFD
Georgia
$105K +$8.16K +673 +8%
CIAS
238
Capital Investment Advisory Services
North Carolina
$95K -$12.1K -1,000 -11%
EDRH
239
Edmond de Rothschild Holding
Switzerland
$90K -$12.1K -1,000 -11%
Legal & General Group
240
Legal & General Group
United Kingdom
$85K
SCA
241
Stonebridge Capital Advisors
Minnesota
$77K -$4.85K -400 -6%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$77K +$5.58K +460 +7%
ACA
243
Atlas Capital Advisors
Wyoming
$76.6K -$443K -36,533 -85%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$74K -$7.75K -639 -9%
RE
245
RBC Europe
United Kingdom
$69.7K
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$66K +$25.4K +2,097 +57%
JIR
247
James Investment Research
Ohio
$63K -$6.45K -532 -9%
IRC
248
Investors Research Corp
Georgia
$63K
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K -$38.2K -3,150 -37%
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$52K +$5.99K +494 +12%

VALE Hedge Fund Activity: Q3 2019 in Review

296 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2019, worth a combined $11.5B — down 9.8% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VALE and 29 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 91 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 296 institutional investors held Vale (VALE) as of Q3 2019, down from 308 in Q2 2019.
  • Funds reported $11.5B of Vale stock for Q3 2019, down 9.8% quarter-over-quarter.
  • 29 funds opened new Vale positions in Q3 2019 and 40 closed out, a net change of -11 holders.
  • The largest Vale buyer in Q3 2019 was Acadian Asset Management, an estimated $136M added.
  • The largest Vale seller in Q3 2019 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2019.