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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
First Eagle Investment Management
301
First Eagle Investment Management
New York
$48K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$45K +$42.8K +2,891 New
RIA
303
Regal Investment Advisors
Michigan
$43K +$39.4K +2,660 +2,660%
Twin Tree Management
304
Twin Tree Management
Texas
$38K -$282K -19,070 -89%
M&T Bank
305
M&T Bank
New York
$37K +$14.8K +1,000 +71%
GI
306
Gradient Investments
Minnesota
$33K +$31.1K +2,101 New
PCM
307
Prelude Capital Management
New York
$31K -$65.1K -4,400 -69%
MFBTD
308
MB Financial Bank - Trust Department
Illinois
$31K
PSUF
309
People's United Financial
Connecticut
$27K
FMT
310
First Mercantile Trust
Tennessee
$24K +$22.3K +1,510 New
TSW
311
Thompson Siegel & Walmsley
Virginia
$23K
WRM
312
Westport Resources Management
Connecticut
$20K
ECM
313
Estabrook Capital Management
New York
$18.7K
SF
314
Synovus Financial
Georgia
$18K -$7.4K -500 -29%
LWCFA
315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
RFA
316
Reilly Financial Advisors
California
$16K -$2.96K -200 -17%
JFA
317
JNBA Financial Advisors
Minnesota
$16K
SSG
318
Summit Securities Group
New York
$16K
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$15K +$4.14K +280 +39%
WCM
320
Windsor Capital Management
Arizona
$14K
KPCM
321
Kings Point Capital Management
New York
$11K +$10.4K +700 New
CTC
322
Central Trust Company
Missouri
$10K -$19.5K -1,316 -68%
LIA
323
LS Investment Advisors
Michigan
$10K
SFSIG
324
San Francisco Sentry Investment Group
California
$9K -$2.96K -200 -26%
EWM
325
Evercore Wealth Management
New York
$9K +$8.92K +603 New

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.