We are live on ! Find out more

301 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$721M)

2% more funds holding

Funds holding: 296301 (+5)

0.08% more ownership

Funds ownership: 17.5%17.58% (+0.08%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

46% less call options, than puts

Call options by funds: $293M | Put options by funds: $539M

Holders
301
Holders Change
+5
Holders Change %
+1.69%
% of All Funds
5.93%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.41%
New
52
Increased
85
Reduced
100
Closed
46
Calls
$293M
Puts
$539M
Net Calls
-$246M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.98B +$41.2M +3,429,054 +2%
Capital International Investors
2
Capital International Investors
California
$826M +$21.5M +1,787,612 +3%
BlackRock
3
BlackRock
New York
$784M +$34.6M +2,882,562 +5%
Aberdeen Group
4
Aberdeen Group
United Kingdom
$590M +$23.6M +1,961,071 +5%
Capital World Investors
5
Capital World Investors
California
$532M -$129M -10,710,002 -21%
Invesco
6
Invesco
Georgia
$478M -$218K -18,145 -0.1%
OAG
7
Orbis Allan Gray
Bermuda
$441M
Baillie Gifford & Co
8
Baillie Gifford & Co
United Kingdom
$392M +$52M +4,324,500 +17%
Fisher Asset Management
9
Fisher Asset Management
Washington
$373M -$62.7M -5,213,782 -16%
Vanguard Group
10
Vanguard Group
Pennsylvania
$342M -$11.3M -943,517 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$324M -$86.2M -7,169,700 -23%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$250M +$168M +13,948,348 +278%
State Street
13
State Street
Massachusetts
$247M -$38.9M -3,233,707 -15%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$220M +$6.42M +534,149 +3%
GQG Partners
15
GQG Partners
Florida
$201M +$183M +15,209,017 New
Wellington Management Group
16
Wellington Management Group
Massachusetts
$200M +$85.1M +7,077,413 +87%
IUHSA
17
Itau Unibanco Holding S.A.
Brazil
$183M +$118M +9,777,806 +238%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$158M -$8.85M -736,560 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$146M +$16.2M +1,350,308 +14%
CCM
20
Contrarian Capital Management
Connecticut
$128M -$5.56M -462,846 -5%
Morgan Stanley
21
Morgan Stanley
New York
$126M +$65.2M +5,422,278 +130%
CII
22
Capital International Inc
California
$126M +$9.99M +831,349 +10%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$114M -$101M -8,400,626 -49%
TI
24
TT International
United Kingdom
$112M +$9.23M +768,367 +10%
Bank of America
25
Bank of America
North Carolina
$111M -$29.2M -2,431,256 -22%

VALE Hedge Fund Activity: Q4 2019 in Review

301 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2019, worth a combined $12.3B — up 6.2% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VALE positions and 46 closed out — a net gain of 6 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $183M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $129M sold.

  • 301 institutional investors held Vale (VALE) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $12.3B of Vale stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 52 funds opened new Vale positions in Q4 2019 and 46 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q4 2019 was GQG Partners, an estimated $183M added.
  • The largest Vale seller in Q4 2019 was Acadian Asset Management, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2019.