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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
EAMA
301
EFG Asset Management (Americas)
Florida
$85.4K +$87.1K +5,600 New
WT
302
Whittier Trust
California
$83K -$31.6K -2,029 -27%
BFA
303
BlackRock Fund Advisors
California
$65K
Group One Trading
304
Group One Trading
Illinois
$61K +$62.2K +4,000 New
Mitsubishi UFJ Asset Management
305
Mitsubishi UFJ Asset Management
Japan
$57K -$93.3K -6,000 -60%
GXMC
306
Global X Management Company
New York
$53K
FMT
307
First Mercantile Trust
Tennessee
$51K +$28.3K +1,822 +121%
First Eagle Investment Management
308
First Eagle Investment Management
New York
$47K
RIA
309
Regal Investment Advisors
Michigan
$43K +$529 +34 +1%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$40K -$3.75K -241 -8%
M&T Bank
311
M&T Bank
New York
$36K
GI
312
Gradient Investments
Minnesota
$33K +$746 +48 +2%
OFS
313
Orrstown Financial Services
Pennsylvania
$31K -$445K -28,629 -93%
MFBTD
314
MB Financial Bank - Trust Department
Illinois
$31K
ST
315
Stifel Trust
Missouri
$18K -$112K -7,200 -86%
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
SF
317
Synovus Financial
Georgia
$18K
PSUF
318
People's United Financial
Connecticut
$17K -$9.33K -600 -35%
ASN
319
Advisory Services Network
Georgia
$17K +$17K +1,091 New
JFA
320
JNBA Financial Advisors
Minnesota
$15K
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$15K
RFA
322
Reilly Financial Advisors
California
$15K
HRIA
323
Haberer Registered Investment Advisor
Ohio
$15K +$15.6K +1,000 New
EWM
324
Elite Wealth Management
Washington
$14K +$14.7K +945 New
WCM
325
Windsor Capital Management
Arizona
$13K

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.