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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
DADC
276
D.A. Davidson & Co
Montana
$196K +$144K +9,256 +257%
SCA
277
Stonebridge Capital Advisors
Minnesota
$196K +$200K +12,876 New
AHC
278
Anderson Hoagland & Co
Missouri
$191K +$194K +12,500 New
BC
279
Burney Company
Virginia
$184K -$54.4K -3,500 -22%
CAM
280
Cypress Asset Management
Texas
$183K +$13.9K +897 +8%
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$177K -$184K -11,811 -50%
WBG
282
Wharton Business Group
Pennsylvania
$173K -$1.5M -96,514 -90%
Nomura Asset Management
283
Nomura Asset Management
Japan
$171K
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$164K +$104K +6,683 +165%
MA
285
MUFG Americas
New York
$154K -$91K -5,850 -37%
MYAM
286
Meiji Yasuda Asset Management
Japan
$153K +$156K +10,000 New
HNB
287
Huntington National Bank
Ohio
$143K +$15.6K +1,000 +12%
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K -$136K -8,773 -49%
WTC
289
WhitTier Trust Company
Nevada
$137K +$75.9K +4,882 +119%
FAM
290
Fred Alger Management
New York
$133K
RC
291
Riversville Capital
Connecticut
$129K -$1.14M -73,625 -90%
BRWA
292
B. Riley Wealth Advisors
Florida
$127K -$15.2K -976 -10%
MCM
293
Munder Capital Management
Michigan
$125K -$6.76K -435 -5%
SFPIA
294
Stevens First Principles Investment Advisors
California
$122K +$21.8K +1,400 +21%
MWP
295
MYCIO Wealth Partners
Pennsylvania
$122K +$46.7K +3,000 +60%
IGIM
296
I.G. Investment Management
Manitoba, Canada
$110K
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$106K +$16.3K +1,050 +18%
WA
298
WFG Advisors
Texas
$103K -$22.3K -1,434 -18%
MFS
299
MSI Financial Services
Massachusetts
$96K +$32.3K +2,079 +49%
EARNEST Partners
300
EARNEST Partners
Georgia
$91K +$92.7K +5,964 New

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.