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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: 259270 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SII
1
Silchester International Investors
United Kingdom
$618M -$154M -21,025,080 -21%
AAM
2
Aberdeen Asset Management
United Kingdom
$432M +$375K +51,120 +0.1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$215M -$7.2K -983 -0%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$169M +$60.5M +8,252,923 +59%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$159M -$7.17M -979,277 -4%
CGM
6
Capital Growth Management
Massachusetts
$132M +$59M +8,050,000 +87%
Vanguard Group
7
Vanguard Group
Pennsylvania
$127M +$7.84M +1,069,765 +7%
Bank of America
8
Bank of America
North Carolina
$99.7M +$6.48M +884,117 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$95.4M -$39.5M -5,387,357 -30%
BG
10
BlackRock Group
United Kingdom
$91.5M +$39.4M +5,381,171 +81%
Renaissance Technologies
11
Renaissance Technologies
New York
$65.3M +$5.46M +744,800 +10%
Two Sigma Investments
12
Two Sigma Investments
New York
$38.3M +$34.9M +4,756,600 +1,799%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$37.6M +$34.8M +4,752,456 New
Allianz Asset Management
14
Allianz Asset Management
Germany
$37.3M -$3.95M -538,456 -10%
State Street
15
State Street
Massachusetts
$36.9M -$4.96M -677,364 -12%
Goldman Sachs
16
Goldman Sachs
New York
$36.5M -$16.3M -2,227,933 -32%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$35.3M +$34M +4,637,407 New
BA
18
BlackRock Advisors
Delaware
$34.2M +$16.6M +2,272,473 +103%
Northern Trust
19
Northern Trust
Illinois
$33.6M +$18.6M +2,535,702 +136%
Morgan Stanley
20
Morgan Stanley
New York
$33.3M -$17.6M -2,408,109 -36%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$31.3M -$15M -2,049,614 -33%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$29.9M +$26.7M +3,645,100 +1,331%
CGT
23
Capital Guardian Trust
California
$29.6M -$951K -129,738 -3%
American Century Companies
24
American Century Companies
Missouri
$27.8M +$4.59M +627,099 +21%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$27.6M +$26.5M +3,623,560 New

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.