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343 hedge funds and large institutions have $38.1B invested in Vale in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 117 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more capital invested

Capital invested by funds: $12.9B → $38.1B (+$25.2B)

10% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 49

0.75% more ownership

Funds ownership: 19.26%20.01% (+0.75%)

1% more funds holding

Funds holding: 341343 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

4% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 117

35% less call options, than puts

Call options by funds: $275M | Put options by funds: $421M

Holders
343
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
54
Increased
112
Reduced
117
Closed
49
Calls
$275M
Puts
$421M
Net Calls
-$146M
Net Calls Change
+$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
1
SPX Gestao de Recursos
Brazil
$24.6B +$36.1M +2,642,251 +220%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.64B +$152M +11,129,731 +6%
BlackRock
3
BlackRock
New York
$1.08B -$167M -12,206,640 -13%
Capital International Investors
4
Capital International Investors
California
$939M +$3.83M +280,734 +0.4%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$864M -$101M -7,409,709 -10%
OAG
6
Orbis Allan Gray
Bermuda
$778M +$92.4M +6,765,549 +13%
Capital World Investors
7
Capital World Investors
California
$518M +$128M +9,376,368 +30%
Vanguard Group
8
Vanguard Group
Pennsylvania
$423M -$14.3M -1,047,360 -3%
O
9
OppenheimerFunds
New York
$373M -$5.19M -380,252 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$372M +$19.3M +1,412,147 +5%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$314M +$3.62M +265,386 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$304M -$59.3M -4,339,649 -15%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$258M -$7.27M -532,094 -3%
SII
14
Silchester International Investors
United Kingdom
$237M -$48.4M -3,541,166 -16%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$234M -$345M -25,260,881 -58%
AQR Capital Management
16
AQR Capital Management
Connecticut
$227M +$133M +9,727,586 +122%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$212M -$22.4M -1,641,234 -9%
Fisher Asset Management
18
Fisher Asset Management
Washington
$210M +$218M +15,961,058 +4,084%
CGM
19
Capital Growth Management
Massachusetts
$180M -$71.6M -5,242,000 -27%
State Street
20
State Street
Massachusetts
$175M +$11.8M +861,543 +7%
CGT
21
Capital Guardian Trust
California
$171M -$8.84M -647,711 -5%
Goldman Sachs
22
Goldman Sachs
New York
$141M +$6.33M +463,901 +4%
Citadel Advisors
23
Citadel Advisors
Florida
$135M +$115M +8,406,980 +392%
Norges Bank
24
Norges Bank
Norway
$132M +$140M +10,269,099 +318,916%
CCM
25
Causeway Capital Management
California
$115M +$122M +8,957,616 New

VALE Hedge Fund Activity: Q2 2018 in Review

343 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2018, worth a combined $38.1B — up 195% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VALE positions and 49 closed out — a net gain of 5 holders — while 112 added to existing stakes and 117 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $218M. The largest seller was Arrowstreet Capital, cutting an estimated $345M.

  • 343 institutional investors held Vale (VALE) as of Q2 2018, up from 341 in Q1 2018.
  • Funds reported $38.1B of Vale stock for Q2 2018, up 195% quarter-over-quarter.
  • 54 funds opened new Vale positions in Q2 2018 and 49 closed out, a net change of +5 holders.
  • The largest Vale buyer in Q2 2018 was Fisher Asset Management, an estimated $218M added.
  • The largest Vale seller in Q2 2018 was Arrowstreet Capital, an estimated $345M sold.

Based on aggregated 13F filings for Q2 2018.