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Vale
VALE

270 hedge funds and large institutions have $3.35B invested in Vale in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 67 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $2.34B → $3.35B (+$1.01B)

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 259 → 270 (+11)

0.46% more ownership

Funds ownership: 13.19% → 13.65% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

26% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 91

39% less call options, than puts

Call options by funds: $235M | Put options by funds: $385M

Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
58
Increased
67
Reduced
91
Closed
41
Calls
$235M
Puts
$385M
Net Calls
-$150M
Net Calls Change
-$4.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$60.5M
2
CGM
Capital Growth Management
Massachusetts
+$59M
3
BG
BlackRock Group
United Kingdom
+$39.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$34.9M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$34M

Top Sellers

1
SII
Silchester International Investors
United Kingdom
-$154M
2
JP Morgan Chase
JP Morgan Chase
New York
-$39.5M
3
Millennium Management
Millennium Management
New York
-$32.4M
4
Morgan Stanley
Morgan Stanley
New York
-$17.6M
5
Goldman Sachs
Goldman Sachs
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
101
Invesco
Georgia
$1.6M -$77.3K -10,549 -5%
Marshall Wace
102
Marshall Wace
United Kingdom
$1.59M +$1.53M +208,411 New
Nordea Investment Management
103
Nordea Investment Management
Sweden
$1.58M +$991K +135,317 +187%
ACI
104
AMP Capital Investors
Australia
$1.52M -$45.6K -6,230 -3%
WAM
105
World Asset Management
Michigan
$1.5M -$128K -17,521 -8%
AllianceBernstein
106
AllianceBernstein
Tennessee
$1.46M -$217K -29,620 -13%
CLM
107
ClearBridge LLC (Maryland)
Maryland
$1.46M +$1.4M +190,946 New
B
108
Barings
North Carolina
$1.45M +$1.39M +189,800 New
MCM
109
McKinley Capital Management
Alaska
$1.41M +$1.06M +145,174 +362%
Nomura Holdings
110
Nomura Holdings
Japan
$1.37M +$1.32M +180,121 +89,612%
RJA
111
Raymond James & Associates
Florida
$1.34M +$1.07M +146,260 +486%
GP
112
GLG Partners
United Kingdom
$1.31M -$11.9M -1,621,003 -90%
OMC
113
Old Mission Capital
Illinois
$1.31M +$436K +59,552 +53%
IG
114
ING Group
Netherlands
$1.3M +$1.2M +164,016 New
ARTA
115
A.R.T. Advisors
New York
$1.29M -$571K -77,896 -31%
Nomura Asset Management
116
Nomura Asset Management
Japan
$1.27M -$272K -37,079 -18%
NMIMC
117
Northwestern Mutual Investment Management Company
Wisconsin
$1.26M – – –
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$1.26M +$52.8K +7,200 +5%
LPL Financial
119
LPL Financial
California
$1.24M -$45.3K -6,184 -4%
Credit Agricole
120
Credit Agricole
France
$1.21M – – –
N
121
Natixis
France
$1.17M +$57.6K +7,856 +5%
MCG
122
Meru Capital Group
New York
$1.16M – – –
CAM
123
CMT Asset Management
Illinois
$1.14M -$196K -26,803 -15%
CAM
124
Capstone Asset Management
Texas
$1.02M -$38.1K -5,200 -4%
GA
125
GFS Advisors
Texas
$997K – – –
3 4
5
6 7

VALE Hedge Fund Activity: Q4 2016 in Review

270 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2016, worth a combined $3.35B — up 43% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VALE positions and 41 closed out — a net gain of 17 holders — while 67 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $60.5M. The largest seller was Silchester International Investors, cutting an estimated $154M.

  • 270 institutional investors held Vale (VALE) as of Q4 2016, up from 259 in Q3 2016.
  • Funds reported $3.35B of Vale stock for Q4 2016, up 43% quarter-over-quarter.
  • 58 funds opened new Vale positions in Q4 2016 and 41 closed out, a net change of +17 holders.
  • The largest Vale buyer in Q4 2016 was Wellington Management Group, an estimated $60.5M added.
  • The largest Vale seller in Q4 2016 was Silchester International Investors, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2016.