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521 hedge funds and large institutions have $8.42B invested in Vale in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 197 increasing their positions, 172 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 172

10% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 70

9% more call options, than puts

Call options by funds: $857M | Put options by funds: $787M

1% more funds holding

Funds holding: 517521 (+4)

1.22% less ownership

Funds ownership: 16.44%15.22% (-1.2%)

29% less capital invested

Capital invested by funds: $11.8B → $8.42B (-$3.41B)

30% less funds holding in top 10

Funds holding in top 10: 2316 (-7)

Holders
521
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
7.51%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.23%
New
77
Increased
197
Reduced
172
Closed
70
Calls
$857M
Puts
$787M
Net Calls
+$70.5M
Net Calls Change
-$287M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.15B +$169M +12,518,031 +15%
Capital International Investors
2
Capital International Investors
California
$798M -$154M -11,388,120 -15%
BlackRock
3
BlackRock
New York
$549M -$252M -18,692,507 -29%
Capital World Investors
4
Capital World Investors
California
$350M -$231M -17,087,069 -37%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$312M +$9.45M +699,974 +3%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$307M +$340M +25,157,162 New
Bank of America
7
Bank of America
North Carolina
$228M +$135M +10,037,301 +115%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$223M -$53.9M -3,995,975 -18%
Morgan Stanley
9
Morgan Stanley
New York
$220M -$105M -7,762,260 -30%
Capital Research Global Investors
10
Capital Research Global Investors
California
$200M -$495M -36,651,887 -69%
Fisher Asset Management
11
Fisher Asset Management
Washington
$198M -$25.7M -1,906,171 -10%
SGDR
12
SPX Gestao de Recursos
Brazil
$167M +$68.8M +5,095,763 +59%
Lazard Asset Management
13
Lazard Asset Management
New York
$150M +$6.56M +485,702 +4%
Invesco
14
Invesco
Georgia
$145M +$962K +71,257 +0.6%
State Street
15
State Street
Massachusetts
$143M -$10.7M -791,050 -6%
OCM
16
Oaktree Capital Management
California
$140M +$28.6M +2,116,982 +23%
JP Morgan Chase
17
JP Morgan Chase
New York
$123M -$44.8M -3,321,539 -25%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$113M +$72.2M +5,346,052 +136%
MIP
19
Mondrian Investment Partners
United Kingdom
$111M +$77.1K +5,711 +0.1%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$86.9M +$6.17M +456,774 +7%
Ninety One (UK)
21
Ninety One (UK)
United Kingdom
$86.5M -$17.6M -1,304,320 -16%
Renaissance Technologies
22
Renaissance Technologies
New York
$85.1M +$92.5M +6,850,622 +5,203%
Macquarie Group
23
Macquarie Group
Australia
$83.9M -$404K -29,900 -0.4%
RAA
24
RWC Asset Advisors
Florida
$83.3M -$54M -4,001,090 -37%
Man Group
25
Man Group
United Kingdom
$73.3M +$19M +1,404,763 +30%

VALE Hedge Fund Activity: Q1 2024 in Review

521 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2024, worth a combined $8.42B — down 29% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VALE positions and 70 closed out — a net gain of 7 holders — while 197 added to existing stakes and 172 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $340M. The largest seller was Capital Research Global Investors, cutting an estimated $495M.

  • 521 institutional investors held Vale (VALE) as of Q1 2024, up from 517 in Q4 2023.
  • Funds reported $8.42B of Vale stock for Q1 2024, down 29% quarter-over-quarter.
  • 77 funds opened new Vale positions in Q1 2024 and 70 closed out, a net change of +7 holders.
  • The largest Vale buyer in Q1 2024 was Schroder Investment Management Group, an estimated $340M added.
  • The largest Vale seller in Q1 2024 was Capital Research Global Investors, an estimated $495M sold.

Based on aggregated 13F filings for Q1 2024.