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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
CCM
351
CAAS Capital Management
New York
– -$123K -11,900 Closed
SWA
352
Stratos Wealth Advisors
Ohio
– -$120K -11,599 Closed
SCA
353
Stonebridge Capital Advisors
Minnesota
– -$65K -6,300 Closed
MIFH
354
Migdal Insurance & Financial Holdings
Israel
– -$62K -6,000 Closed
IRC
355
Investors Research Corp
Georgia
– -$57K -5,500 Closed
JIR
356
James Investment Research
Ohio
– -$57K -5,500 Closed
ACA
357
Atlas Capital Advisors
Wyoming
– -$44.9K -4,359 Closed
ABA
358
American Beacon Advisors
Texas
– -$36K -2,678 Closed
CAN
359
Cetera Advisor Networks
California
– -$14K -1,325 Closed
PAG
360
Private Advisor Group
New Jersey
– -$12K -1,130 Closed
KPW
361
Kore Private Wealth
New York
– -$10K -1,000 Closed
SF
362
Synovus Financial
Georgia
– -$10K -1,000 Closed
MS
363
Mizuho Securities
Japan
– -$6K -700 Closed
BL
364
Balentine LLC
Georgia
– -$7K -693 Closed
VNA
365
Valley National Advisers
Pennsylvania
– -$5K -500 Closed
IF
366
Intrua Financial
Texas
– -$2K -200 Closed
TFS
367
TrustCore Financial Services
Tennessee
– -$2K -200 Closed
LWM
368
Liberty Wealth Management
California
– +$337 +30 New
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.