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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
Daiwa Securities Group
76
Daiwa Securities Group
Japan
$10.2M -$12.7M -858,300 -57%
WSFS
77
Wilmington Savings Fund Society
Delaware
$9.82M +$137K +9,264 +1%
UBS AM
78
UBS AM
Illinois
$9.79M -$330K -22,300 -3%
AAMU
79
Amundi Asset Management US
Massachusetts
$9.6M +$3.01M +203,122 +48%
ERSOT
80
Employees Retirement System of Texas
Texas
$9.5M -$4.54M -307,000 -34%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$9.08M +$724K +48,933 +9%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$8.83M -$1.81M -122,000 -18%
Aviva
83
Aviva
United Kingdom
$8.55M -$322K -21,786 -4%
FOAM
84
Five Oceans Asset Management
Australia
$8.51M +$505K +34,130 +7%
HMC
85
Harvard Management Company
Massachusetts
$8.2M +$4.11M +278,000 +113%
BIM
86
BlackRock Investment Management
Delaware
$7.97M -$3.7M -249,800 -33%
BA
87
Bridgewater Associates
Connecticut
$7.53M -$849K -57,400 -11%
SO
88
STRS Ohio
Ohio
$7.49M
AIA
89
AGF Investments America
Ontario, Canada
$7.27M -$811K -54,800 -11%
PAM
90
Private Asset Management
California
$7.14M +$149K +10,069 +2%
ARTA
91
A.R.T. Advisors
New York
$6.93M -$6.71M -453,495 -51%
DVM
92
Dreman Value Management
Florida
$6.87M +$6.51M +439,822 New
PG
93
PEAK6 Group
Illinois
$6.72M +$7.91M +534,384 +164%
WHG
94
Westwood Holdings Group
Texas
$6.69M -$209K -14,127 -3%
PP
95
Prudential plc
United Kingdom
$6.52M -$1.62M -109,500 -21%
NTCOC
96
Northern Trust Company of Connecticut
Connecticut
$6.11M -$56.2K -3,800 -1%
CRC
97
Curi RMB Capital
Illinois
$6.03M +$4.69K +317 +0.1%
CA
98
Corrado Advisors
New Jersey
$6.02M +$30.6K +2,066 +0.5%
Nordea Investment Management
99
Nordea Investment Management
Sweden
$5.85M -$23.4M -1,583,394 -81%
Calamos Advisors
100
Calamos Advisors
Illinois
$5.76M +$1.88M +127,000 +52%

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.