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Vale
VALE

270 hedge funds and large institutions have $3.35B invested in Vale in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 67 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $2.34B → $3.35B (+$1.01B)

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 259 → 270 (+11)

0.46% more ownership

Funds ownership: 13.19% → 13.65% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

26% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 91

39% less call options, than puts

Call options by funds: $235M | Put options by funds: $385M

Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
58
Increased
67
Reduced
91
Closed
41
Calls
$235M
Puts
$385M
Net Calls
-$150M
Net Calls Change
-$4.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.5M
2
CGM
Capital Growth Management
Massachusetts
+$59M
3
BG
BlackRock Group
United Kingdom
+$39.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$34.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$34M

Top Sellers

1
SII
Silchester International Investors
United Kingdom
-$154M
2
JP Morgan Chase
JP Morgan Chase
New York
-$39.5M
3
Millennium Management
Millennium Management
New York
-$32.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.6M
5
Goldman Sachs
Goldman Sachs
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
276
Lazard Asset Management
New York
– -$447K -81,307 Closed
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
– -$337K -61,314 Closed
UBS AM
278
UBS AM
Illinois
– -$260K -47,287 Closed
SAM
279
Symphony Asset Management
California
– -$234K -42,488 Closed
MTIM
280
Marathon Trading Investment Management
Pennsylvania
– -$220K -40,000 Closed
BCM
281
BlueCrest Capital Management
Jersey
– -$205K -37,312 Closed
IGIM
282
I.G. Investment Management
Manitoba, Canada
– -$201K -36,595 Closed
Zurich Cantonal Bank
283
Zurich Cantonal Bank
Switzerland
– -$193K -35,000 Closed
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
– -$224K -30,580 Closed
HF
285
HRT Financial
New York
– -$154K -28,065 Closed
DTL
286
Dynamic Technology Lab
Singapore
– -$124K -22,678 Closed
ANI
287
American National Insurance
Texas
– -$78K -14,150 Closed
CWM
288
Concert Wealth Management
California
– -$75K -13,255 Closed
SCA
289
Stonebridge Capital Advisors
Minnesota
– -$65K -11,826 Closed
CRC
290
Curi RMB Capital
Illinois
– -$65K -11,783 Closed
Balyasny Asset Management
291
Balyasny Asset Management
Illinois
– -$64K -11,700 Closed
OC
292
Oppenheimer & Co
New York
– -$62K -11,173 Closed
GCP
293
GSA Capital Partners
United Kingdom
– -$57K -10,324 Closed
PAM
294
Paradigm Asset Management
New York
– -$40.1K -7,300 Closed
FNYS
295
First New York Securities
New York
– -$19.3K -3,500 Closed
AF
296
Allworth Financial
California
– -$11K -2,000 Closed
JFA
297
JNBA Financial Advisors
Minnesota
– -$7K -1,230 Closed
S
298
SignatureFD
Georgia
– -$7K -1,230 Closed
Bessemer Group
299
Bessemer Group
New Jersey
– -$6K -1,053 Closed
LYV
300
Live Your Vision
Pennsylvania
– -$6K -1,000 Closed
9 10 11
12
13

VALE Hedge Fund Activity: Q4 2016 in Review

270 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2016, worth a combined $3.35B — up 43% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VALE positions and 41 closed out — a net gain of 17 holders — while 67 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $60.5M. The largest seller was Silchester International Investors, cutting an estimated $154M.

  • 270 institutional investors held Vale (VALE) as of Q4 2016, up from 259 in Q3 2016.
  • Funds reported $3.35B of Vale stock for Q4 2016, up 43% quarter-over-quarter.
  • 58 funds opened new Vale positions in Q4 2016 and 41 closed out, a net change of +17 holders.
  • The largest Vale buyer in Q4 2016 was Wellington Management Group, an estimated $60.5M added.
  • The largest Vale seller in Q4 2016 was Silchester International Investors, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2016.