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464 hedge funds and large institutions have $12.3B invested in Vale in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 190 increasing their positions, 144 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 144

0.39% more ownership

Funds ownership: 19.25%19.64% (+0.39%)

4% less call options, than puts

Call options by funds: $610M | Put options by funds: $635M

4% less funds holding

Funds holding: 484464 (-20)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

13% less capital invested

Capital invested by funds: $14.1B → $12.3B (-$1.78B)

19% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 68

Holders
464
Holders Change
-20
Holders Change %
-4.13%
% of All Funds
7.99%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.31%
New
55
Increased
190
Reduced
144
Closed
68
Calls
$610M
Puts
$635M
Net Calls
-$25.1M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.88B -$42.7M -3,244,824 -2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.75B -$14.9M -1,129,971 -0.9%
Capital International Investors
3
Capital International Investors
California
$1.35B -$227M -17,249,390 -15%
BlackRock
4
BlackRock
New York
$750M -$129M -9,795,173 -15%
Goldman Sachs
5
Goldman Sachs
New York
$598M +$260M +19,791,565 +79%
Invesco
6
Invesco
Georgia
$451M +$80.9M +6,151,306 +22%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$443M +$23.5M +1,786,843 +6%
GQG Partners
8
GQG Partners
Florida
$285M +$30.5M +2,317,745 +12%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$285M +$41.9M +3,184,955 +18%
OAG
10
Orbis Allan Gray
Bermuda
$276M +$13.5M +1,028,824 +5%
Fisher Asset Management
11
Fisher Asset Management
Washington
$267M -$28.1M -2,135,750 -10%
Bank of America
12
Bank of America
North Carolina
$216M -$10.9M -830,753 -5%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$215M -$52.7M -4,003,763 -20%
Morgan Stanley
14
Morgan Stanley
New York
$214M -$19.8M -1,504,049 -9%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$186M +$613K +46,607 +0.3%
Lazard Asset Management
16
Lazard Asset Management
New York
$168M +$34.7M +2,640,327 +27%
State Street
17
State Street
Massachusetts
$164M -$3.1M -235,520 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$134M +$52.3M +3,976,535 +65%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$125M +$81.6M +6,201,399 +194%
CII
20
Capital International Inc
California
$122M -$11.6M -884,497 -9%
OCM
21
Oaktree Capital Management
California
$116M +$13.1M +998,653 +13%
Macquarie Group
22
Macquarie Group
Australia
$94.5M -$5.81M -441,524 -6%
DIGDR
23
Dynamo Internacional Gestao de Recursos
Brazil
$83.1M +$14M +1,064,471 +21%
CCM
24
Contrarian Capital Management
Connecticut
$77.3M -$23.3M -1,767,765 -23%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$76.4M -$16.2M -1,234,345 -18%

VALE Hedge Fund Activity: Q3 2022 in Review

464 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2022, worth a combined $12.3B — down 13% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of VALE and 55 opened new positions — a net loss of 13 holders — while 144 trimmed existing stakes and 190 added.

The largest buyer was Goldman Sachs, adding an estimated $260M. The largest seller was Capital International Investors, cutting an estimated $227M.

  • 464 institutional investors held Vale (VALE) as of Q3 2022, down from 484 in Q2 2022.
  • Funds reported $12.3B of Vale stock for Q3 2022, down 13% quarter-over-quarter.
  • 55 funds opened new Vale positions in Q3 2022 and 68 closed out, a net change of -13 holders.
  • The largest Vale buyer in Q3 2022 was Goldman Sachs, an estimated $260M added.
  • The largest Vale seller in Q3 2022 was Capital International Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q3 2022.