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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
Credit Agricole
26
Credit Agricole
France
$60.6M +$57.4M +3,880,019 New
Invesco
27
Invesco
Georgia
$59.9M +$2.24M +151,377 +4%
BA
28
BlackRock Advisors
Delaware
$59.5M +$37.1M +2,505,734 +192%
HL
29
Harding Loevner
New Jersey
$58.4M +$4.2M +283,588 +8%
Deutsche Bank
30
Deutsche Bank
Germany
$56.9M -$5.35M -361,743 -9%
BII
31
Baring International Investment
United Kingdom
$56.5M +$14.2M +958,707 +32%
RFC
32
Russell Frank Company
Washington
$55.5M +$6.68M +451,336 +15%
AI
33
Axiom Investors
Connecticut
$54.4M +$28.6M +1,929,900 +124%
Macquarie Group
34
Macquarie Group
Australia
$48.9M +$4.5M +304,000 +11%
MAA
35
Managed Account Advisors
New Jersey
$47.9M +$3.99M +269,470 +10%
PHAM
36
Pacific Heights Asset Management
California
$43.7M -$2.96M -200,000 -7%
Renaissance Technologies
37
Renaissance Technologies
New York
$42.2M -$17.3M -1,169,400 -30%
QBFM
38
QS Batterymarch Financial Management
New York
$40.7M -$14M -944,200 -27%
BG
39
BlackRock Group
United Kingdom
$40.2M -$31.6M -2,136,798 -45%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$38.4M -$49.6M -3,348,970 -58%
AII
41
AGF Investments Inc
Ontario, Canada
$36.7M -$9.74M -658,273 -22%
Barclays
42
Barclays
United Kingdom
$36.2M -$17.3M -1,168,194 -33%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$35.9M -$768K -51,900 -2%
NAMA
44
Nikko Asset Management Americas
New York
$35.6M -$2.6M -175,600 -7%
UIM
45
USS Investment Management
United Kingdom
$30.7M
Janus Henderson Group
46
Janus Henderson Group
United Kingdom
$30.4M +$20.4M +1,380,800 +243%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$28.1M +$19.5M +1,315,374 +272%
AllianceBernstein
48
AllianceBernstein
Tennessee
$28.1M +$323K +21,847 +1%
U
49
UBS
Switzerland
$27.8M -$4.14M -279,649 -14%
Franklin Resources
50
Franklin Resources
California
$27.7M -$32K -2,160 -0.1%

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.