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296 hedge funds and large institutions have $11.5B invested in Vale in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 18.02%17.5% (-0.52%)

4% less funds holding

Funds holding: 308296 (-12)

10% less capital invested

Capital invested by funds: $12.8B → $11.5B (-$1.26B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

22% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $281M | Put options by funds: $387M

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

Holders
296
Holders Change
-12
Holders Change %
-3.9%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
29
Increased
91
Reduced
117
Closed
40
Calls
$281M
Puts
$387M
Net Calls
-$106M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.56B -$46.6M -3,842,610 -2%
State Street
2
State Street
Massachusetts
$1.15B +$53.9M +4,443,807 +26%
Capital International Investors
3
Capital International Investors
California
$699M +$2.94M +242,847 +0.4%
BlackRock
4
BlackRock
New York
$650M -$32.7M -2,700,669 -5%
Capital World Investors
5
Capital World Investors
California
$586M -$5.25M -433,423 -0.8%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$491M -$24.9M -2,051,003 -5%
Invesco
7
Invesco
Georgia
$416M -$1.5M -123,518 -0.3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$385M -$9.46M -780,107 -2%
OAG
9
Orbis Allan Gray
Bermuda
$384M -$22M -1,814,555 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$364M -$99.4M -8,200,659 -21%
Vanguard Group
11
Vanguard Group
Pennsylvania
$309M -$15.7M -1,294,713 -5%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$292M +$86.9M +7,169,900 +39%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$196M -$98.1K -8,095 -0%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$184M -$85.7M -7,065,212 -30%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$145M +$36.9M +3,042,282 +32%
Goldman Sachs
16
Goldman Sachs
New York
$141M +$5.41M +446,247 +4%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$129M +$136M +11,228,071 New
Bank of America
18
Bank of America
North Carolina
$125M -$41.3M -3,410,320 -24%
CCM
19
Contrarian Capital Management
Connecticut
$117M +$17.4M +1,431,304 +16%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$112M -$48.4M -3,992,756 -29%
SGDR
21
SPX Gestao de Recursos
Brazil
$101M -$17.8M -1,468,353 -14%
CII
22
Capital International Inc
California
$100M +$96.5M +7,962,869 +1,035%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$93.2M +$3.64M +300,195 +4%
TI
24
TT International
United Kingdom
$88.5M +$93.3M +7,699,653 New
Fidelity International
25
Fidelity International
Bermuda
$83.4M -$21.5M -1,770,283 -20%

VALE Hedge Fund Activity: Q3 2019 in Review

296 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2019, worth a combined $11.5B — down 9.8% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VALE and 29 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 91 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 296 institutional investors held Vale (VALE) as of Q3 2019, down from 308 in Q2 2019.
  • Funds reported $11.5B of Vale stock for Q3 2019, down 9.8% quarter-over-quarter.
  • 29 funds opened new Vale positions in Q3 2019 and 40 closed out, a net change of -11 holders.
  • The largest Vale buyer in Q3 2019 was Acadian Asset Management, an estimated $136M added.
  • The largest Vale seller in Q3 2019 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2019.