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489 hedge funds and large institutions have $13.4B invested in Vale in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 166 increasing their positions, 170 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 66

0% more funds holding

Funds holding: 488489 (+1)

1% less call options, than puts

Call options by funds: $602M | Put options by funds: $609M

2% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 170

1.09% less ownership

Funds ownership: 19.71%18.62% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

16% less capital invested

Capital invested by funds: $15.9B → $13.4B (-$2.51B)

Holders
489
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
7.79%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
77
Increased
166
Reduced
170
Closed
66
Calls
$602M
Puts
$609M
Net Calls
-$6.52M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.87B -$297M -17,508,791 -13%
Capital World Investors
2
Capital World Investors
California
$1.62B -$435M -25,655,536 -20%
Capital International Investors
3
Capital International Investors
California
$1.35B -$177M -10,478,541 -11%
BlackRock
4
BlackRock
New York
$1.14B +$193M +11,393,498 +19%
Goldman Sachs
5
Goldman Sachs
New York
$511M +$310M +18,321,448 +130%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$498M +$6.67M +393,760 +1%
Bank of America
7
Bank of America
North Carolina
$359M +$141M +8,334,786 +58%
GQG Partners
8
GQG Partners
Florida
$352M +$14.8M +876,409 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$307M -$2.41M -142,406 -0.7%
Fisher Asset Management
10
Fisher Asset Management
Washington
$286M +$963K +56,864 +0.3%
Invesco
11
Invesco
Georgia
$261M -$427M -25,209,678 -60%
OAG
12
Orbis Allan Gray
Bermuda
$227M +$45.2M +2,668,162 +23%
State Street
13
State Street
Massachusetts
$218M +$7.66M +452,290 +3%
Morgan Stanley
14
Morgan Stanley
New York
$196M -$48.6M -2,867,542 -19%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$180M -$45.2M -2,671,257 -19%
RAA
16
RWC Asset Advisors
Florida
$144M +$87.2M +5,146,894 +129%
Lazard Asset Management
17
Lazard Asset Management
New York
$143M -$53.2M -3,143,072 -26%
JP Morgan Chase
18
JP Morgan Chase
New York
$138M +$13.3M +787,877 +10%
OCM
19
Oaktree Capital Management
California
$132M +$5.49M +324,168 +4%
Millennium Management
20
Millennium Management
New York
$123M +$105M +6,212,354 +400%
CII
21
Capital International Inc
California
$114M -$4.19M -247,214 -3%
Macquarie Group
22
Macquarie Group
Australia
$106M -$10.1M -595,757 -8%
MIP
23
Mondrian Investment Partners
United Kingdom
$106M -$37.2M -2,193,623 -25%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$105M +$40.1M +2,365,703 +55%
Man Group
25
Man Group
United Kingdom
$105M -$47.4M -2,798,263 Closed

VALE Hedge Fund Activity: Q1 2023 in Review

489 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2023, worth a combined $13.4B — down 16% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VALE positions and 66 closed out — a net gain of 11 holders — while 166 added to existing stakes and 170 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $310M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $604M sold.

  • 489 institutional investors held Vale (VALE) as of Q1 2023, up from 488 in Q4 2022.
  • Funds reported $13.4B of Vale stock for Q1 2023, down 16% quarter-over-quarter.
  • 77 funds opened new Vale positions in Q1 2023 and 66 closed out, a net change of +11 holders.
  • The largest Vale buyer in Q1 2023 was Goldman Sachs, an estimated $310M added.
  • The largest Vale seller in Q1 2023 was Schroder Investment Management Group, an estimated $604M sold.

Based on aggregated 13F filings for Q1 2023.