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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
BFEC
326
Benjamin F. Edwards & Company
Missouri
$7K -$2.22K -150 -25%
FWM
327
Focused Wealth Management
New York
$7K +$6.55K +443 New
OIA
328
Optimum Investment Advisors
Illinois
$7K +$7.03K +475 New
WIL
329
Winifred I. Li
$6K
DAM
330
Delta Asset Management
Tennessee
$5K -$2.52K -170 -35%
FNBT
331
FineMark National Bank & Trust
Florida
$5K -$2.07K -140 -32%
EU
332
Emory University
Georgia
$5K
ST
333
SpiderRock Trading
Illinois
$5K
BBHC
334
Brown Brothers Harriman & Co
New York
$5K +$4.9K +331 New
Envestnet Asset Management
335
Envestnet Asset Management
Illinois
$4K -$2.96K -200 -41%
EFSCE
336
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$3.05K +206 +557%
PP
337
Palladium Partners
Virginia
$3K +$2.96K +200 New
NES
338
New England Securities
New York
$2K -$7.21K -487 -82%
EWM
339
Edge Wealth Management
New York
$2K
PAS
340
Partnervest Advisory Services
California
$2K
PMFA
341
Plante Moran Financial Advisors
Michigan
$2K +$1.48K +100 New
PTC
342
Private Trust Company
Ohio
$1K -$11.4K -769 -94%
FBT
343
Founders Bank & Trust
Michigan
$1K
WOC
344
West Oak Capital
California
$968
OFG
345
OTA Financial Group
New York
$946 +$897K +60,628 New
Manulife (Manufacturers Life Insurance)
346
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6 -$264K -17,851 -98%
FCE
347
Fiera Capital (Europe)
Cayman Islands
-$22.4M -1,700,864 Closed
Baillie Gifford & Co
348
Baillie Gifford & Co
United Kingdom
-$19.6M -1,492,235 Closed
VAM
349
Vermillion Asset Management
New York
-$6.98M -531,000 Closed
LM
350
Luminus Management
Texas
-$6.48M -492,485 Closed

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.