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465 hedge funds and large institutions have $10.1B invested in Vale in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 154 increasing their positions, 171 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $659M | Put options by funds: $637M

10% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 171

2.03% less ownership

Funds ownership: 18.62%16.59% (-2%)

5% less funds holding

Funds holding: 489465 (-24)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

25% less capital invested

Capital invested by funds: $13.4B → $10.1B (-$3.31B)

26% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 82

Holders
465
Holders Change
-24
Holders Change %
-4.91%
% of All Funds
7.3%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
61
Increased
154
Reduced
171
Closed
82
Calls
$659M
Puts
$637M
Net Calls
+$21.3M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.44B -$159M -11,255,757 -9%
Capital World Investors
2
Capital World Investors
California
$1.1B -$293M -20,699,388 -20%
Capital International Investors
3
Capital International Investors
California
$971M -$188M -13,290,943 -16%
BlackRock
4
BlackRock
New York
$897M -$75.2M -5,306,996 -7%
Goldman Sachs
5
Goldman Sachs
New York
$643M +$220M +15,554,797 +48%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$288M +$28.5M +2,009,120 +10%
Fisher Asset Management
7
Fisher Asset Management
Washington
$243M -$393K -27,781 -0.2%
Bank of America
8
Bank of America
North Carolina
$229M -$81.2M -5,736,196 -25%
OAG
9
Orbis Allan Gray
Bermuda
$211M +$18.2M +1,285,574 +9%
Invesco
10
Invesco
Georgia
$197M -$26.7M -1,882,287 -11%
Lazard Asset Management
11
Lazard Asset Management
New York
$185M +$67M +4,733,169 +52%
JP Morgan Chase
12
JP Morgan Chase
New York
$166M +$52.1M +3,676,802 +42%
State Street
13
State Street
Massachusetts
$165M -$21M -1,483,707 -11%
Morgan Stanley
14
Morgan Stanley
New York
$152M -$15.7M -1,111,094 -9%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$134M -$19.9M -1,406,427 -12%
CS
16
Credit Suisse
Switzerland
$122M +$90.8M +6,410,009 +237%
MIP
17
Mondrian Investment Partners
United Kingdom
$122M +$33.5M +2,368,034 +35%
OCM
18
Oaktree Capital Management
California
$104M -$8.35M -589,885 -7%
Macquarie Group
19
Macquarie Group
Australia
$91.5M +$1.05M +74,491 +1%
VanEck Associates
20
VanEck Associates
New York
$86.4M +$3.14M +221,805 +4%
CII
21
Capital International Inc
California
$85.5M -$12.2M -860,135 -12%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$82.5M +$5.6M +395,152 +7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$76.7M -$13.7M -969,769 -15%
Man Group
24
Man Group
United Kingdom
$68.1M +$71.8M +5,072,675 New
IUHSA
25
Itau Unibanco Holding S.A.
Brazil
$62.4M -$16.9M -1,193,182 -20%

VALE Hedge Fund Activity: Q2 2023 in Review

465 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2023, worth a combined $10.1B — down 25% from $13.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of VALE and 61 opened new positions — a net loss of 21 holders — while 171 trimmed existing stakes and 154 added.

The largest buyer was Goldman Sachs, adding an estimated $220M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $498M sold.

  • 465 institutional investors held Vale (VALE) as of Q2 2023, down from 489 in Q1 2023.
  • Funds reported $10.1B of Vale stock for Q2 2023, down 25% quarter-over-quarter.
  • 61 funds opened new Vale positions in Q2 2023 and 82 closed out, a net change of -21 holders.
  • The largest Vale buyer in Q2 2023 was Goldman Sachs, an estimated $220M added.
  • The largest Vale seller in Q2 2023 was Arrowstreet Capital, an estimated $498M sold.

Based on aggregated 13F filings for Q2 2023.