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301 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$721M)

2% more funds holding

Funds holding: 296301 (+5)

0.08% more ownership

Funds ownership: 17.5%17.58% (+0.08%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

46% less call options, than puts

Call options by funds: $293M | Put options by funds: $539M

Holders
301
Holders Change
+5
Holders Change %
+1.69%
% of All Funds
5.93%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.41%
New
52
Increased
85
Reduced
100
Closed
46
Calls
$293M
Puts
$539M
Net Calls
-$246M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Causeway Capital Management
California
$94.7M -$210K -17,467 -0.2%
JP Morgan Chase
27
JP Morgan Chase
New York
$91.1M -$4.22M -350,979 -5%
Goldman Sachs
28
Goldman Sachs
New York
$83.3M -$71.4M -5,937,543 -48%
Fidelity International
29
Fidelity International
Bermuda
$80.9M -$13.5M -1,125,183 -16%
Northern Trust
30
Northern Trust
Illinois
$61.6M +$1.16M +96,847 +2%
UBS AM
31
UBS AM
Illinois
$56M +$3.22M +267,760 +7%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$54.1M -$5.86M -487,745 -11%
BS
33
Banco Santander
Spain
$53.6M +$2.75M +228,748 +6%
Citadel Advisors
34
Citadel Advisors
Florida
$53.3M +$1.29M +107,399 +3%
Macquarie Group
35
Macquarie Group
Australia
$52.6M -$12.7M -1,059,304 -21%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$48M +$13.6M +1,133,375 +45%
Two Sigma Investments
37
Two Sigma Investments
New York
$43.6M +$35.7M +2,974,732 +911%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$40.4M -$10.1M -838,827 -21%
SGDR
39
SPX Gestao de Recursos
Brazil
$40.2M -$69.1M -5,748,332 -65%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$36.5M +$26M +2,159,800 +356%
PPA
41
Parametric Portfolio Associates
Washington
$35.8M -$353K -29,333 -1%
Man Group
42
Man Group
United Kingdom
$35.7M +$16.6M +1,382,786 +105%
Millennium Management
43
Millennium Management
New York
$34.4M +$22.8M +1,894,740 +266%
SII
44
Silchester International Investors
United Kingdom
$34.4M
AG
45
Ashmore Group
United Kingdom
$29.4M -$17.8M -1,478,319 -40%
CGM
46
Capital Growth Management
Massachusetts
$29M +$26.4M +2,200,000 New
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$27.8M +$5.69M +473,606 +29%
UBS Group
48
UBS Group
Switzerland
$27.6M -$3.74M -311,331 -13%
EP
49
Edgestream Partners
New Jersey
$25.1M +$10.9M +904,556 +91%
UIM
50
USS Investment Management
United Kingdom
$25.1M

VALE Hedge Fund Activity: Q4 2019 in Review

301 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2019, worth a combined $12.3B — up 6.2% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VALE positions and 46 closed out — a net gain of 6 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $183M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $129M sold.

  • 301 institutional investors held Vale (VALE) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $12.3B of Vale stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 52 funds opened new Vale positions in Q4 2019 and 46 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q4 2019 was GQG Partners, an estimated $183M added.
  • The largest Vale seller in Q4 2019 was Acadian Asset Management, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2019.