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330 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 131 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.56% less ownership

Funds ownership: 19.5%18.94% (-0.56%)

6% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$825M)

9% less funds holding

Funds holding: 362330 (-32)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

39% less call options, than puts

Call options by funds: $292M | Put options by funds: $476M

48% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 131

Holders
330
Holders Change
-32
Holders Change %
-8.84%
% of All Funds
7.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
67
Increased
68
Reduced
131
Closed
97
Calls
$292M
Puts
$476M
Net Calls
-$184M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SII
26
Silchester International Investors
United Kingdom
$101M -$33.4M -2,583,234 -25%
Norges Bank
27
Norges Bank
Norway
$89.3M -$80.2M -6,203,177 -48%
Millennium Management
28
Millennium Management
New York
$86.9M +$83.1M +6,426,256 +2,856%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$84.6M +$20.6M +1,593,014 +33%
Macquarie Group
30
Macquarie Group
Australia
$69M +$48.1M +3,714,534 +236%
Northern Trust
31
Northern Trust
Illinois
$60.1M -$1.91M -147,820 -3%
UBS AM
32
UBS AM
Illinois
$58.6M -$28.9M -2,230,325 -33%
Morgan Stanley
33
Morgan Stanley
New York
$56.3M -$71.2M -5,503,546 -56%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$48.5M -$30.4M -2,350,411 -38%
BS
35
Banco Santander
Spain
$47M -$473K -36,585 -1%
Bank of America
36
Bank of America
North Carolina
$46.9M -$105M -8,095,623 -69%
IUHSA
37
Itau Unibanco Holding S.A.
Brazil
$46.3M
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$38M +$2.93M +226,187 +8%
Barclays
39
Barclays
United Kingdom
$34M +$3.55M +274,627 +12%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$32.4M -$17M -1,310,526 -35%
Jane Street
41
Jane Street
New York
$31.4M +$27.4M +2,115,037 +730%
PPA
42
Parametric Portfolio Associates
Washington
$28.1M -$3.03M -233,878 -10%
Invesco
43
Invesco
Georgia
$25.6M +$2.06M +159,414 +9%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$25.6M
Deutsche Bank
45
Deutsche Bank
Germany
$25.6M -$25.9M -2,002,606 -51%
AG
46
Ashmore Group
United Kingdom
$25.3M -$557K -43,021 -2%
UIM
47
USS Investment Management
United Kingdom
$24.8M -$5.82M -450,000 -19%
UBS Group
48
UBS Group
Switzerland
$22.5M +$1.7M +131,425 +8%
SEI Investments
49
SEI Investments
Pennsylvania
$21.4M -$4.58M -354,146 -18%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$21.4M -$8.48M -655,871 -29%

VALE Hedge Fund Activity: Q1 2019 in Review

330 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2019, worth a combined $12.3B — down 6.3% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of VALE and 67 opened new positions — a net loss of 30 holders — while 131 trimmed existing stakes and 68 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 330 institutional investors held Vale (VALE) as of Q1 2019, down from 362 in Q4 2018.
  • Funds reported $12.3B of Vale stock for Q1 2019, down 6.3% quarter-over-quarter.
  • 67 funds opened new Vale positions in Q1 2019 and 97 closed out, a net change of -30 holders.
  • The largest Vale buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Vale seller in Q1 2019 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2019.