Vale
VALE
302 hedge funds and large institutions have $4.36B invested in Vale in 2014 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 81 increasing their positions, 127 reducing their positions, and 74 closing their positions.
0.42% more ownership
Funds ownership: 16.16% → 16.58% (+0.42%)
8% less funds holding
Funds holding: 329 → 302 (-27)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
31% less capital invested
Capital invested by funds: $6.29B → $4.36B (-$1.93B)
31% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 74
36% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 127
50% less call options, than puts
Call options by funds: $289M | Put options by funds: $581M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$208M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$146M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$101M |
| 4 |
GTP
Global Thematic Partners
New York
|
+$69.5M |
| 5 |
Morgan Stanley
New York
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$155M |
| 2 |
JP Morgan Chase
New York
|
-$110M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$29.4M |
| 4 |
Janus Henderson Group
London,
|
-$26.9M |
| 5 |
ST
Spot Trading
Chicago,
Illinois
|
-$24.3M |
VALE Hedge Fund Activity: Q4 2014 in Review
302 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2014, worth a combined $4.36B — down 31% from $6.29B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of VALE and 51 opened new positions — a net loss of 23 holders — while 127 trimmed existing stakes and 81 added.
The largest buyer was Capital Research Global Investors, adding an estimated $208M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $155M.
- 302 institutional investors held Vale (VALE) as of Q4 2014, down from 329 in Q3 2014.
- Funds reported $4.36B of Vale stock for Q4 2014, down 31% quarter-over-quarter.
- 51 funds opened new Vale positions in Q4 2014 and 74 closed out, a net change of -23 holders.
- The largest Vale buyer in Q4 2014 was Capital Research Global Investors, an estimated $208M added.
- The largest Vale seller in Q4 2014 was BNP Paribas Financial Markets, an estimated $155M sold.
Based on aggregated 13F filings for Q4 2014.