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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
BTS
101
BB&T Securities
Virginia
$5.1M -$8.08K -546 -2%
N
102
Natixis
France
$5.09M -$1.07M -72,164 -18%
ST
103
Spot Trading
Illinois
$4.89M +$681K +46,000 +17%
CBOA
104
Commonwealth Bank of Australia
Australia
$4.82M -$3.86M -260,771 -46%
WAM
105
World Asset Management
Michigan
$4.58M -$805K -54,436 -16%
AG
106
Aperio Group
California
$4.52M +$994K +67,178 +30%
TG
107
TCW Group
California
$4.28M +$4.06M +274,088 New
HCM
108
Herndon Capital Management
Georgia
$4.03M -$11.2K -754 -0.3%
MIC
109
MU Investments Company
Japan
$4.03M
Comerica Bank
110
Comerica Bank
Texas
$3.92M +$3.72M +251,305 New
WIC
111
Willis Investment Counsel
Georgia
$3.85M
NI
112
Numeric Investors
Massachusetts
$3.82M +$2.8M +189,100 +339%
GH
113
GAM Holding
Switzerland
$3.78M +$479K +32,400 +15%
ICP
114
Indus Capital Partners
New York
$3.65M +$3.46M +233,900 New
B
115
BP
United Kingdom
$3.48M
GHF
116
Good Harbor Financial
Illinois
$3.44M +$1.57M +106,233 +93%
MG
117
Meditor Group
Bermuda
$3.42M
LSA
118
L & S Advisors
California
$3.22M +$3.06M +206,478 New
MIG
119
Mariner Investment Group
New York
$3.09M -$74K -5,000 -2%
LSV Asset Management
120
LSV Asset Management
Illinois
$3.08M
ACI
121
AMP Capital Investors
Australia
$2.91M -$4.68M -316,274 -63%
AAM
122
Advisors Asset Management
Colorado
$2.87M +$622K +42,068 +30%
AQR Capital Management
123
AQR Capital Management
Connecticut
$2.86M +$157K +10,600 +6%
Federated Hermes
124
Federated Hermes
Pennsylvania
$2.81M +$1.18M +80,000 +80%
Principal Financial Group
125
Principal Financial Group
Iowa
$2.75M +$821K +55,471 +46%

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.