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Vale
VALE

322 hedge funds and large institutions have $10.2B invested in Vale in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 83 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 83

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

3% more funds holding

Funds holding: 312 → 322 (+10)

4% more capital invested

Capital invested by funds: $9.88B → $10.2B (+$350M)

0.3% more ownership

Funds ownership: 18.06% → 18.36% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

9% less call options, than puts

Call options by funds: $472M | Put options by funds: $519M

Holders
322
Holders Change
+10
Holders Change %
+3.21%
% of All Funds
6.5%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
59
Increased
118
Reduced
83
Closed
47
Calls
$472M
Puts
$519M
Net Calls
-$47.6M
Net Calls Change
+$98.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$553M
2
Capital International Investors
Capital International Investors
California
+$247M
3
CAM
Crake Asset Management
United Kingdom
+$193M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$85.3M
5
OCM
Oaktree Capital Management
California
+$48.9M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$292M
2
Invesco
Invesco
Georgia
-$240M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$197M
4
N
Natixis
France
-$194M
5
Renaissance Technologies
Renaissance Technologies
New York
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Advisornet Financial
Minnesota
$5K – – –
CFN
302
Cordasco Financial Network
Florida
$5K – – –
CA
303
Crewe Advisors
Utah
$5K +$5.41K +482 New
CWM
304
Cedar Wealth Management
California
$4K – – –
GI
305
Gradient Investments
Minnesota
$4K – – –
AssetMark Inc
306
AssetMark Inc
California
$3K -$5.47K -487 -60%
RCA
307
Ranch Capital Advisors
Florida
$3K – – –
TJHA
308
Thomas J. Herzfeld Advisors
Florida
$3K – – –
BCA
309
Berman Capital Advisors
Georgia
$2K -$90 -8 -3%
APWM
310
Atlas Private Wealth Management
New York
$2K – – –
CWA
311
Carolina Wealth Advisors
South Carolina
$2K – – –
HPC
312
HM Payson & Co
Maine
$2K +$1.97K +175 New
AWM
313
Avior Wealth Management
Nebraska
$1K – – –
BHWM
314
Bay Harbor Wealth Management
Maryland
$1K – – –
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$1K – – –
GAM
316
Gemmer Asset Management
California
$1K – – –
JWBC
317
John W. Brooker & Co
California
$1K – – –
TFGT
318
TS Financial Group (TSFG)
Illinois
$1K – – –
WT
319
Whittier Trust
California
$1K – – –
WTC
320
WhitTier Trust Company
Nevada
$1K – – –
GFPC
321
Global Financial Private Client
Florida
$858 -$460 -41 -33%
N
322
Natixis
France
– -$194M -18,786,198 Closed
Renaissance Technologies
323
Renaissance Technologies
New York
– -$47.6M -4,618,390 Closed
CGM
324
Capital Growth Management
Massachusetts
– -$22.7M -2,200,000 Closed
AWG
325
Alpha Wave Global
New York
– -$13.7M -1,329,878 Closed
11 12
13
14 15

VALE Hedge Fund Activity: Q3 2020 in Review

322 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2020, worth a combined $10.2B — up 3.5% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VALE positions and 47 closed out — a net gain of 12 holders — while 118 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $553M. The largest seller was Orbis Allan Gray, cutting an estimated $292M.

  • 322 institutional investors held Vale (VALE) as of Q3 2020, up from 312 in Q2 2020.
  • Funds reported $10.2B of Vale stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 59 funds opened new Vale positions in Q3 2020 and 47 closed out, a net change of +12 holders.
  • The largest Vale buyer in Q3 2020 was Capital World Investors, an estimated $553M added.
  • The largest Vale seller in Q3 2020 was Orbis Allan Gray, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2020.