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371 hedge funds and large institutions have $19.6B invested in Vale in 2020 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 120 increasing their positions, 113 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 45

92% more capital invested

Capital invested by funds: $10.2B → $19.6B (+$9.42B)

33% more funds holding in top 10

Funds holding in top 10: 2736 (+9)

15% more funds holding

Funds holding: 322371 (+49)

3.91% more ownership

Funds ownership: 18.36%22.27% (+3.9%)

6% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 113

4% less call options, than puts

Call options by funds: $930M | Put options by funds: $965M

Holders
371
Holders Change
+49
Holders Change %
+15.22%
% of All Funds
6.57%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
96
Increased
120
Reduced
113
Closed
45
Calls
$930M
Puts
$965M
Net Calls
-$34.5M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$3.63B +$1.12B +84,358,442 +64%
Capital International Investors
2
Capital International Investors
California
$2.11B +$378M +28,335,781 +29%
Capital World Investors
3
Capital World Investors
California
$1.88B +$231M +17,322,715 +18%
Invesco
4
Invesco
Georgia
$1.06B +$272M +20,407,669 +48%
BlackRock
5
BlackRock
New York
$1.03B -$74.1M -5,561,449 -8%
Fisher Asset Management
6
Fisher Asset Management
Washington
$676M +$2.13M +159,496 +0.4%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$606M -$22.1M -1,658,702 -4%
GQG Partners
8
GQG Partners
Florida
$480M +$382M +28,652,591 +173,726%
CAM
9
Crake Asset Management
United Kingdom
$477M +$131M +9,824,543 +53%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$462M +$56.1M +4,210,685 +18%
Baillie Gifford & Co
11
Baillie Gifford & Co
United Kingdom
$398M -$108M -8,074,270 -25%
N
12
Natixis
France
$395M +$314M +23,545,236 New
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$375M -$39.1M -2,931,615 -12%
TIAM
14
TT International Asset Management
United Kingdom
$239M +$190M +14,243,529 New
Morgan Stanley
15
Morgan Stanley
New York
$236M -$6.19M -464,158 -3%
CII
16
Capital International Inc
California
$216M +$40.6M +3,045,233 +31%
State Street
17
State Street
Massachusetts
$208M -$15M -1,126,257 -8%
RAA
18
RWC Asset Advisors
Florida
$196M +$156M +11,710,529 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$193M -$13.6M -1,023,458 -8%
DIGDR
20
Dynamo Internacional Gestao de Recursos
Brazil
$185M +$26.6M +1,995,754 +22%
Vanguard Group
21
Vanguard Group
Pennsylvania
$175M -$19.1M -1,431,691 -12%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$174M -$7.11M -533,846 -5%
AQR Capital Management
23
AQR Capital Management
Connecticut
$147M -$63.7M -4,783,281 -35%
CCM
24
Causeway Capital Management
California
$144M +$7.98M +598,760 +8%
Goldman Sachs
25
Goldman Sachs
New York
$142M +$70.9M +5,323,895 +169%

VALE Hedge Fund Activity: Q4 2020 in Review

371 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2020, worth a combined $19.6B — up 92% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VALE positions and 45 closed out — a net gain of 51 holders — while 120 added to existing stakes and 113 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.12B. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $134M sold.

  • 371 institutional investors held Vale (VALE) as of Q4 2020, up from 322 in Q3 2020.
  • Funds reported $19.6B of Vale stock for Q4 2020, up 92% quarter-over-quarter.
  • 96 funds opened new Vale positions in Q4 2020 and 45 closed out, a net change of +51 holders.
  • The largest Vale buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.12B added.
  • The largest Vale seller in Q4 2020 was Itau Unibanco Holding S.A., an estimated $134M sold.

Based on aggregated 13F filings for Q4 2020.