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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
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$633K +$251K +16,952 +72%
Asset Management One
202
Asset Management One
Japan
$623K +$510K +34,486 +627%
BCA
203
Benchmark Capital Advisors
New York
$612K -$29.6K -2,000 -5%
RBC
204
Ronald Blue & Co
Georgia
$608K +$561K +37,914 +3,681%
CCMINC
205
Cardinal Capital Management Inc (North Carolina)
North Carolina
$602K +$32.4K +2,188 +6%
MSU
206
Maple Securities USA
New Jersey
$600K -$266K -17,969 -32%
ACP
207
Aviance Capital Partners
Florida
$591K +$310K +20,942 +124%
MCM
208
McKinley Capital Management
Alaska
$572K +$380K +25,704 +235%
DIS
209
Diversified Investment Strategies
Louisiana
$570K -$17K -1,150 -3%
STC
210
SEI Trust Company
Pennsylvania
$523K
Nomura Holdings
211
Nomura Holdings
Japan
$522K -$1.16M -78,587 -70%
SA
212
Strategic Advisors
New York
$500K +$163K +11,000 +52%
QIM
213
Quantitative Investment Management
Virginia
$499K -$1.12M -76,000 -70%
OFS
214
Orrstown Financial Services
Pennsylvania
$478K +$71.6K +4,840 +19%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$475K -$683K -46,175 -60%
Creative Planning
216
Creative Planning
Kansas
$462K -$53.3K -3,602 -11%
BC
217
Banced Corp
Illinois
$445K +$50.7K +3,429 +14%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$439K +$135K +9,147 +48%
TMC
219
Trellus Management Company
Florida
$436K +$413K +27,932 New
SNC
220
Stifel Nicolaus & Co
Missouri
$428K -$61.2K -4,136 -13%
EMG
221
Ellington Management Group
Connecticut
$426K -$121K -8,200 -23%
CCMG
222
Clark Capital Management Group
Pennsylvania
$416K -$8.54K -577 -2%
SSB
223
Sandy Spring Bank
Maryland
$410K -$35.5K -2,400 -8%
KBC Group
224
KBC Group
Belgium
$408K
PA
225
Pinnacle Associates
New York
$396K +$97.7K +6,600 +35%

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.