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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
ED
151
Exane Derivatives
France
$784K -$857K -71,305 -55%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$769K +$459K +38,171 +190%
QSS
153
Quantitative Systematic Strategies
Florida
$764K +$115K +9,590 +20%
PMAM
154
Penn Mutual Asset Management
Pennsylvania
$723K
WAM
155
World Asset Management
Michigan
$662K -$163K -13,525 -21%
Credit Agricole
156
Credit Agricole
France
$656K
Natixis Advisors
157
Natixis Advisors
Massachusetts
$636K +$142K +11,795 +32%
AAM
158
Advisors Asset Management
Colorado
$620K -$210K -17,482 -27%
PP
159
Paloma Partners
Connecticut
$576K +$374K +31,094 +248%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$571K +$17.1K +1,422 +3%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$571K +$149K +12,361 +40%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$570K -$54.2K -4,507 -9%
CS
163
Candriam SCA
Luxembourg
$570K +$218K +18,104 +72%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$569K
LPL Financial
165
LPL Financial
California
$567K +$13.2K +1,098 +3%
Ameriprise
166
Ameriprise
Minnesota
$561K +$125K +10,410 +33%
Manulife (Manufacturers Life Insurance)
167
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$551K -$51.5K -4,287 -9%
BBP
168
Banco BTG Pactual
Brazil
$538K -$5.48M -456,128 -92%
RIA
169
Recurrent Investment Advisors
Texas
$538K +$490K +40,739 New
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$533K +$485K +40,378 New
B
171
Bailard
California
$524K
Marshall Wace
172
Marshall Wace
United Kingdom
$520K +$30.9K +2,575 +7%
QP
173
Quilter Plc
United Kingdom
$517K +$471K +39,151 New
SBH
174
Segall Bryant & Hamill
Illinois
$466K -$14.4K -1,200 -3%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$459K -$44.9K -3,740 -10%

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.