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Vale
VALE

336 hedge funds and large institutions have $12.2B invested in Vale in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

42% more funds holding in top 10

Funds holding in top 10: 12 → 17 (+5)

22% more capital invested

Capital invested by funds: $9.99B → $12.2B (+$2.2B)

20% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 99

13% more funds holding

Funds holding: 298 → 336 (+38)

1.01% less ownership

Funds ownership: 19.88% → 18.87% (-1%)

49% less call options, than puts

Call options by funds: $316M | Put options by funds: $626M

Holders
336
Holders Change
+38
Holders Change %
+12.75%
% of All Funds
7.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.39%
New
78
Increased
119
Reduced
99
Closed
40
Calls
$316M
Puts
$626M
Net Calls
-$310M
Net Calls Change
-$182M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$259M
2
O
OppenheimerFunds
New York
+$160M
3
State Street
State Street
Massachusetts
+$125M
4
BlackRock
BlackRock
New York
+$81.8M
5
Capital International Investors
Capital International Investors
California
+$78.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$227M
2
Goldman Sachs
Goldman Sachs
New York
-$109M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$103M
4
SII
Silchester International Investors
United Kingdom
-$84.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$79.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
326
First Horizon Advisors
Tennessee
$3K +$2.75K +259 New
RFM
327
Royal Fund Management
Florida
$3K +$2.89K +272 New
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$2K – – –
FANJ
329
Financial Architects (New Jersey)
New Jersey
$2K +$531 +50 +33%
WT
330
Whittier Trust
California
$2K +$1.3K +123 New
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$2K +$1.49K +140 New
BFEC
332
Benjamin F. Edwards & Company
Missouri
$2K +$2.12K +200 New
CWM
333
Cedar Wealth Management
California
$2K +$2.12K +200 New
JCM
334
Jacobi Capital Management
Pennsylvania
$1K -$1.06K -100 -50%
CBT
335
Capital Bank & Trust
California
$1K – – –
MSA
336
Marino Stram & Associates
Massachusetts
$1K +$626 +59 New
Bank of Nova Scotia
337
Bank of Nova Scotia
Ontario, Canada
– -$50.4M -5,004,000 Closed
3CP
338
3G Capital Partners
New York
– -$15.1M -1,500,000 Closed
SI
339
Sensato Investors
California
– -$10.7M -1,060,600 Closed
BIM
340
Bogle Investment Management
Massachusetts
– -$8.95M -888,393 Closed
BCM
341
Blockhouse Capital Management
New York
– -$8.02M -796,000 Closed
JGGDR
342
JGP Global Gestao de Recursos
Brazil
– -$5.75M -570,760 Closed
Parallax Volatility Advisers
343
Parallax Volatility Advisers
California
– -$4.96M -467,619 Closed
Simplex Trading
344
Simplex Trading
Illinois
– -$4.25M -422,361 Closed
Walleye Trading
345
Walleye Trading
New York
– -$3.75M -353,746 Closed
NFA
346
Nationwide Fund Advisors
Ohio
– -$2.95M -293,222 Closed
N
347
Natixis
France
– -$2M -199,479 Closed
QC
348
Quadrature Capital
United Kingdom
– -$1.56M -155,170 Closed
BBP
349
Banco BTG Pactual
Brazil
– -$1.09M -108,600 Closed
KBC Group
350
KBC Group
Belgium
– -$860K -85,427 Closed
11 12 13
14
15

VALE Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2017, worth a combined $12.2B — up 22% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VALE positions and 40 closed out — a net gain of 38 holders — while 119 added to existing stakes and 99 trimmed.

The largest buyer was Capital World Investors, adding an estimated $259M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 336 institutional investors held Vale (VALE) as of Q4 2017, up from 298 in Q3 2017.
  • Funds reported $12.2B of Vale stock for Q4 2017, up 22% quarter-over-quarter.
  • 78 funds opened new Vale positions in Q4 2017 and 40 closed out, a net change of +38 holders.
  • The largest Vale buyer in Q4 2017 was Capital World Investors, an estimated $259M added.
  • The largest Vale seller in Q4 2017 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2017.