We are live on ! Find out more
VALE icon

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
QSS
176
Quantitative Systematic Strategies
Florida
$832K +$337K +30,002 +62%
Parallax Volatility Advisers
177
Parallax Volatility Advisers
California
$766K -$1.77M -157,656 -69%
PCM
178
Prelude Capital Management
New York
$698K +$741K +66,000 New
CIP
179
Cornerstone Investment Partners
Georgia
$697K – – –
CLOS
180
Compagnie Lombard Odier SCmA
Switzerland
$688K +$43.6K +3,880 +6%
JMPWA
181
JP Morgan Private Wealth Advisors
California
$611K +$648K +57,717 New
First Trust Advisors
182
First Trust Advisors
Illinois
$610K -$42.2K -3,760 -6%
CCIA
183
Campbell & Co Investment Adviser
Maryland
$580K +$615K +54,812 New
QT
184
Quantbot Technologies
New York
$569K -$1.62M -144,391 -73%
EGM
185
Engineers Gate Manager
New York
$563K +$55.3K +4,922 +10%
RIA
186
Recurrent Investment Advisors
Texas
$541K – – –
Osaic Holdings
187
Osaic Holdings
Arizona
$534K +$130K +11,576 +30%
SAM
188
Sompo Asset Management
Japan
$517K +$55K +4,900 +11%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$503K +$59.4K +5,292 +13%
TRCT
190
Tower Research Capital (TRC)
New York
$486K +$172K +15,345 +50%
Lazard Asset Management
191
Lazard Asset Management
New York
$483K -$1.32M -117,480 -72%
Credit Agricole
192
Credit Agricole
France
$467K – – –
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$454K – – –
LOAMU
194
Lombard Odier Asset Management (USA)
New York
$447K +$474K +42,245 New
T2I
195
Turim 21 Investimentos
Brazil
$446K -$482K -42,966 -50%
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$446K +$9.34K +832 +2%
AAM
197
Advisors Asset Management
Colorado
$445K +$62.3K +5,545 +15%
VF
198
Virtu Financial
New York
$438K -$3.59M -319,871 -89%
SCM
199
Stevens Capital Management
Pennsylvania
$408K +$433K +38,577 New
BCM
200
Bluefin Capital Management
New York
$400K – – –
6 7
8
9 10

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.