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Vale
VALE

322 hedge funds and large institutions have $10.2B invested in Vale in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 118 increasing their positions, 83 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 83

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

3% more funds holding

Funds holding: 312 → 322 (+10)

4% more capital invested

Capital invested by funds: $9.88B → $10.2B (+$350M)

0.3% more ownership

Funds ownership: 18.06% → 18.36% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

9% less call options, than puts

Call options by funds: $472M | Put options by funds: $519M

Holders
322
Holders Change
+10
Holders Change %
+3.21%
% of All Funds
6.5%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.54%
New
59
Increased
118
Reduced
83
Closed
47
Calls
$472M
Puts
$519M
Net Calls
-$47.6M
Net Calls Change
+$98.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$553M
2
Capital International Investors
Capital International Investors
California
+$247M
3
CAM
Crake Asset Management
United Kingdom
+$193M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$85.3M
5
OCM
Oaktree Capital Management
California
+$48.9M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$292M
2
Invesco
Invesco
Georgia
-$240M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$197M
4
N
Natixis
France
-$194M
5
Renaissance Technologies
Renaissance Technologies
New York
-$47.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$81.7M +$4.49M +399,618 +5%
Ninety One (UK)
27
Ninety One (UK)
United Kingdom
$71.5M -$715K -63,637 -0.9%
Fidelity International
28
Fidelity International
Bermuda
$71.5M -$13.6M -1,207,056 -15%
Man Group
29
Man Group
United Kingdom
$69.3M +$4.74M +422,159 +7%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$58.3M -$5.74M -511,072 -8%
Bank of America
31
Bank of America
North Carolina
$54.9M +$15.3M +1,358,218 +35%
Northern Trust
32
Northern Trust
Illinois
$54.5M +$6.62M +589,235 +13%
OAG
33
Orbis Allan Gray
Bermuda
$53.2M -$292M -26,005,518 -84%
UBS AM
34
UBS AM
Illinois
$47.5M +$2.79M +248,600 +6%
American Century Companies
35
American Century Companies
Missouri
$47M +$16.6M +1,481,414 +50%
OCM
36
Oaktree Capital Management
California
$46.1M +$48.9M +4,353,472 New
Allianz Asset Management
37
Allianz Asset Management
Germany
$44.9M +$47.6M +4,239,855 New
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$44.5M – – –
UBS Group
39
UBS Group
Switzerland
$43M +$315K +28,075 +0.7%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$41.5M +$5.54M +493,074 +14%
AG
41
Ashmore Group
United Kingdom
$39.7M +$15.2M +1,351,358 +56%
Deutsche Bank
42
Deutsche Bank
Germany
$38.2M +$14.7M +1,304,798 +57%
DADR
43
Dynamo Administracao de Recursos
Brazil
$35.5M -$16.6M -1,475,221 -31%
SCCM
44
Schafer Cullen Capital Management
New York
$35M +$37.2M +3,310,208 New
Goldman Sachs
45
Goldman Sachs
New York
$33.3M -$11.4M -1,013,887 -24%
CS
46
Credit Suisse
Switzerland
$33.1M +$11.9M +1,060,933 +51%
NONA
47
Ninety One North America
New York
$33.1M -$445K -39,637 -1%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.5M +$2.14M +190,463 +7%
Macquarie Group
49
Macquarie Group
Australia
$32.2M -$646K -57,502 -2%
APG Asset Management
50
APG Asset Management
Netherlands
$30.7M +$10.9M +966,500 +40%
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VALE Hedge Fund Activity: Q3 2020 in Review

322 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2020, worth a combined $10.2B — up 3.5% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VALE positions and 47 closed out — a net gain of 12 holders — while 118 added to existing stakes and 83 trimmed.

The largest buyer was Capital World Investors, adding an estimated $553M. The largest seller was Orbis Allan Gray, cutting an estimated $292M.

  • 322 institutional investors held Vale (VALE) as of Q3 2020, up from 312 in Q2 2020.
  • Funds reported $10.2B of Vale stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 59 funds opened new Vale positions in Q3 2020 and 47 closed out, a net change of +12 holders.
  • The largest Vale buyer in Q3 2020 was Capital World Investors, an estimated $553M added.
  • The largest Vale seller in Q3 2020 was Orbis Allan Gray, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2020.