We are live on ! Find out more

355 hedge funds and large institutions have $6.69B invested in Vale in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 125 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

3% more funds holding

Funds holding: 345355 (+10)

1% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 124

0.02% more ownership

Funds ownership: 13.6%13.62% (+0.02%)

3% less capital invested

Capital invested by funds: $6.89B → $6.69B (-$199M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

53% less call options, than puts

Call options by funds: $218M | Put options by funds: $463M

Holders
355
Holders Change
+10
Holders Change %
+2.9%
% of All Funds
10.3%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
61
Increased
125
Reduced
124
Closed
48
Calls
$218M
Puts
$463M
Net Calls
-$245M
Net Calls Change
-$182M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
251
Sumit Capital
New York
$287K +$293K +18,827 New
QT
252
Quantbot Technologies
New York
$271K +$54.3K +3,491 +24%
WS
253
Wedbush Securities
California
$269K -$20.2K -1,296 -7%
SMDAM
254
Sumitomo Mitsui DS Asset Management
Japan
$262K +$31.1K +2,000 +13%
ICAS
255
Investors Capital Advisory Services
Massachusetts
$258K +$24.9K +1,600 +10%
LNWWM
256
Laird Norton Wetherby Wealth Management
California
$250K -$19.1K -1,225 -7%
SC
257
SouthState Corp
Florida
$249K -$6.72K -432 -3%
CCMG
258
Clark Capital Management Group
Pennsylvania
$248K -$162K -10,398 -39%
KBC Group
259
KBC Group
Belgium
$246K -$155K -9,983 -38%
PWLP
260
Prio Wealth Limited Partnership
Massachusetts
$242K -$86.7K -5,575 -26%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$235K -$94.6K -6,080 -28%
TCOTO
262
Trust Company of the Ozarks
Missouri
$234K
CCA
263
Checchi Capital Advisers
California
$233K +$238K +15,273 New
SGAM
264
Smith Group Asset Management
Texas
$232K +$237K +15,216 New
SLG
265
Stanley-Laman Group
Pennsylvania
$231K +$235K +15,141 New
IIA
266
IPG Investment Advisors
California
$230K +$235K +15,085 New
JHIU
267
Janus Henderson Investors US
Colorado
$230K -$80.5K -5,174 -26%
SCM
268
SOL Capital Management
Maryland
$229K +$17.1K +1,100 +8%
SG
269
Swarthmore Group
Pennsylvania
$220K +$33.4K +2,150 +18%
CP
270
Camelot Portfolios
Ohio
$216K -$605K -38,930 -73%
ANI
271
American National Insurance
Texas
$216K
AAM
272
Auxier Asset Management
Oregon
$213K
CIBC World Market
273
CIBC World Market
Ontario, Canada
$213K +$6.13K +394 +3%
CIP
274
Convergence Investment Partners
Florida
$208K -$48.8K -3,140 -19%
Canada Life
275
Canada Life
Manitoba, Canada
$198K

VALE Hedge Fund Activity: Q4 2013 in Review

355 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2013, worth a combined $6.69B — down 2.9% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VALE positions and 48 closed out — a net gain of 13 holders — while 125 added to existing stakes and 124 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $88.6M. The largest seller was Ashmore Group, exiting entirely with an estimated $102M sold.

  • 355 institutional investors held Vale (VALE) as of Q4 2013, up from 345 in Q3 2013.
  • Funds reported $6.69B of Vale stock for Q4 2013, down 2.9% quarter-over-quarter.
  • 61 funds opened new Vale positions in Q4 2013 and 48 closed out, a net change of +13 holders.
  • The largest Vale buyer in Q4 2013 was Deutsche Bank, an estimated $88.6M added.
  • The largest Vale seller in Q4 2013 was Ashmore Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2013.