Vale
VALE
362 hedge funds and large institutions have $13.6B invested in Vale in 2018 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 105 increasing their positions, 134 reducing their positions, and 46 closing their positions.
33% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 46
4% more funds holding
Funds holding: 349 → 362 (+13)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.24% less ownership
Funds ownership: 19.74% → 19.5% (-0.24%)
12% less capital invested
Capital invested by funds: $15.5B → $13.6B (-$1.9B)
22% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 134
29% less call options, than puts
Call options by funds: $373M | Put options by funds: $524M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$99.9M |
| 2 |
Morgan Stanley
New York
|
+$85.4M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$70.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$60.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$54.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$178M |
| 2 |
BlackRock
New York
|
-$127M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$84.9M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$79.1M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$72.7M |
VALE Hedge Fund Activity: Q4 2018 in Review
362 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2018, worth a combined $13.6B — down 12% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VALE positions and 46 closed out — a net gain of 15 holders — while 105 added to existing stakes and 134 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $99.9M. The largest seller was Orbis Allan Gray, cutting an estimated $178M.
- 362 institutional investors held Vale (VALE) as of Q4 2018, up from 349 in Q3 2018.
- Funds reported $13.6B of Vale stock for Q4 2018, down 12% quarter-over-quarter.
- 61 funds opened new Vale positions in Q4 2018 and 46 closed out, a net change of +15 holders.
- The largest Vale buyer in Q4 2018 was Schroder Investment Management Group, an estimated $99.9M added.
- The largest Vale seller in Q4 2018 was Orbis Allan Gray, an estimated $178M sold.
Based on aggregated 13F filings for Q4 2018.