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488 hedge funds and large institutions have $15.9B invested in Vale in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 145 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 48

29% more capital invested

Capital invested by funds: $12.3B → $15.9B (+$3.59B)

15% more call options, than puts

Call options by funds: $920M | Put options by funds: $797M

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 464488 (+24)

0.08% more ownership

Funds ownership: 19.64%19.71% (+0.08%)

21% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 183

Holders
488
Holders Change
+24
Holders Change %
+5.17%
% of All Funds
7.84%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
81
Increased
145
Reduced
183
Closed
48
Calls
$920M
Puts
$797M
Net Calls
+$123M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$2.31B +$69M +4,591,837 +3%
Capital World Investors
2
Capital World Investors
California
$2.17B -$194M -12,900,655 -9%
Capital International Investors
3
Capital International Investors
California
$1.63B -$75.3M -5,008,623 -5%
BlackRock
4
BlackRock
New York
$1.03B +$67M +4,457,324 +8%
Invesco
5
Invesco
Georgia
$709M +$118M +7,882,058 +23%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$604M +$34.7M +2,305,324 +7%
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$581M +$508M +33,820,650 +7,636%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$529M +$226M +15,047,063 +93%
GQG Partners
9
GQG Partners
Florida
$364M +$278K +18,498 +0.1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$332M -$26.9M -1,788,669 -8%
Fisher Asset Management
11
Fisher Asset Management
Washington
$306M -$30M -1,995,060 -10%
Morgan Stanley
12
Morgan Stanley
New York
$259M -$11.8M -786,756 -5%
Bank of America
13
Bank of America
North Carolina
$245M -$27M -1,796,723 -11%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$239M +$1.16M +76,843 +0.5%
Goldman Sachs
15
Goldman Sachs
New York
$239M -$463M -30,807,448 -69%
State Street
16
State Street
Massachusetts
$227M +$15.5M +1,030,809 +8%
Lazard Asset Management
17
Lazard Asset Management
New York
$207M -$5.98M -397,701 -3%
OAG
18
Orbis Allan Gray
Bermuda
$199M -$135M -8,979,361 -43%
IUHSA
19
Itau Unibanco Holding S.A.
Brazil
$152M -$4.67M -310,618 -3%
MIP
20
Mondrian Investment Partners
United Kingdom
$152M +$11.1M +739,805 +9%
OCM
21
Oaktree Capital Management
California
$137M -$10.4M -693,720 -8%
JP Morgan Chase
22
JP Morgan Chase
New York
$135M -$31.9M -2,120,378 -21%
CII
23
Capital International Inc
California
$127M -$24.8M -1,649,178 -18%
Macquarie Group
24
Macquarie Group
Australia
$125M +$3.7M +245,881 +3%
CS
25
Credit Suisse
Switzerland
$106M +$41.5M +2,762,614 +79%

VALE Hedge Fund Activity: Q4 2022 in Review

488 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2022, worth a combined $15.9B — up 29% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VALE positions and 48 closed out — a net gain of 33 holders — while 145 added to existing stakes and 183 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $508M. The largest seller was Goldman Sachs, cutting an estimated $463M.

  • 488 institutional investors held Vale (VALE) as of Q4 2022, up from 464 in Q3 2022.
  • Funds reported $15.9B of Vale stock for Q4 2022, up 29% quarter-over-quarter.
  • 81 funds opened new Vale positions in Q4 2022 and 48 closed out, a net change of +33 holders.
  • The largest Vale buyer in Q4 2022 was National Bank of Canada, an estimated $508M added.
  • The largest Vale seller in Q4 2022 was Goldman Sachs, an estimated $463M sold.

Based on aggregated 13F filings for Q4 2022.