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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
Russell Investments Group
26
Russell Investments Group
United Kingdom
$82.9M +$22.9M +2,160,033 +46%
Millennium Management
27
Millennium Management
New York
$74M +$55.4M +5,215,554 +625%
Northern Trust
28
Northern Trust
Illinois
$72.1M +$11.7M +1,104,156 +23%
AQR Capital Management
29
AQR Capital Management
Connecticut
$70.6M +$59.6M +5,615,312 +3,565%
HCM
30
Highline Capital Management
New York
$66.6M +$57.8M +5,445,100 New
CBOA
31
Commonwealth Bank of Australia
Australia
$66.5M +$43K +4,048 +0.1%
Morgan Stanley
32
Morgan Stanley
New York
$57.4M -$76.4M -7,201,333 -61%
UIM
33
USS Investment Management
United Kingdom
$52.8M – – –
Goldman Sachs
34
Goldman Sachs
New York
$51.6M -$109M -10,240,530 -71%
UBS AM
35
UBS AM
Illinois
$46.4M -$7.11M -669,700 -15%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$40.3M +$27.3M +2,574,285 +359%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$40.3M +$32.2M +3,037,800 +1,199%
TGA
38
Trilogy Global Advisors
Florida
$38.1M +$530K +49,970 +2%
RCIM
39
Russell Clark Investment Management
United Kingdom
$35.4M -$2.37M -223,300 -7%
JCG
40
JHL Capital Group
Illinois
$31.8M +$27.6M +2,600,000 New
Citadel Advisors
41
Citadel Advisors
Florida
$30.8M +$17M +1,597,568 +174%
CIS
42
Capital International Sarl
California
$30.3M -$10.4M -977,331 -28%
Deutsche Bank
43
Deutsche Bank
Germany
$29.8M -$27.9M -2,625,829 -52%
KL
44
KGH Ltd
Bahamas
$28.6M +$5.52M +520,000 +29%
ABC
45
Anchor Bolt Capital
Illinois
$28.6M +$10.1M +951,284 +69%
DCM
46
Driehaus Capital Management
Illinois
$28.1M +$8.14M +766,749 +50%
CS
47
Credit Suisse
Switzerland
$27.9M -$59.1M -5,566,482 -71%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$27.7M -$9.96M -938,564 -29%
AL
49
AJO LP
Pennsylvania
$27.2M +$22.8M +2,152,805 +3,086%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$26.8M -$30.3M -2,852,171 -57%
1
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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.