Vale
VALE
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.
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: 9 → 11 (+2)
15% more capital invested
Capital invested by funds: $5.97B → $6.89B (+$916M)
4% more funds holding
Funds holding: 331 → 345 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$64.7M |
| 2 |
AG
Ashmore Group
London,
United Kingdom
|
+$59.9M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$54.2M |
| 4 |
JP Morgan Chase
New York
|
+$38.3M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$219M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$129M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$73.6M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$49.6M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$31.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$139 | -10,600 | Closed |
|
|
FNYS
377
First New York Securities
New York
| – | -$72K | -5,500 | Closed |
|
|
TSWM
378
Triangle Securities Wealth Management
Raleigh,
North Carolina
| – | -$57K | -4,325 | Closed |
|
379
Parallax Volatility Advisers
San Francisco,
California
| – | -$40.8K | -2,758 | Closed |
|
|
ACM
380
Antonetti Capital Management
Naples,
Florida
| – | -$26K | -2,000 | Closed |
|
|
SNT
381
Security National Trust
Wheeling,
West Virginia
| – | -$20K | -1,500 | Closed |
|
|
HRIA
382
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| – | -$13K | -1,000 | Closed |
|
|
OWP
383
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$9K | -700 | Closed |
|
|
MMH
384
Menora Mivtachim Holdings
Ramat Gan,
Israel
| – | -$3K | -202 | Closed |
|
|
ECM
385
ETrade Capital Management
Arlington,
Virginia
| – | -$3K | -158 | 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.