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515 hedge funds and large institutions have $7.04B invested in Vale in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 167 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $882M | Put options by funds: $700M

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

1% less funds holding

Funds holding: 521515 (-6)

1.32% less ownership

Funds ownership: 15.22%13.9% (-1.3%)

16% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 198

16% less capital invested

Capital invested by funds: $8.42B → $7.04B (-$1.38B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
515
Holders Change
-6
Holders Change %
-1.15%
% of All Funds
7.44%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.19%
New
74
Increased
167
Reduced
198
Closed
72
Calls
$882M
Puts
$700M
Net Calls
+$182M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$494M -$604M -50,190,164 -53%
Capital International Investors
2
Capital International Investors
California
$388M -$370M -30,727,371 -47%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$346M +$65M +5,401,234 +21%
Morgan Stanley
4
Morgan Stanley
New York
$345M +$154M +12,813,966 +71%
GQG Partners
5
GQG Partners
Florida
$335M +$360M +29,956,481 New
BlackRock
6
BlackRock
New York
$328M -$188M -15,673,085 -35%
Capital World Investors
7
Capital World Investors
California
$310M -$11.4M -944,147 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$255M +$54.5M +4,534,313 +25%
SGDR
9
SPX Gestao de Recursos
Brazil
$245M +$99.7M +8,288,112 +61%
Bank of America
10
Bank of America
North Carolina
$216M +$7.43M +617,623 +3%
Fisher Asset Management
11
Fisher Asset Management
Washington
$176M -$6.42M -533,576 -3%
OCM
12
Oaktree Capital Management
California
$142M +$14.9M +1,236,334 +11%
Capital Research Global Investors
13
Capital Research Global Investors
California
$139M -$47.6M -3,957,082 -24%
Lazard Asset Management
14
Lazard Asset Management
New York
$136M -$1.37M -113,544 -0.9%
Invesco
15
Invesco
Georgia
$133M +$724K +60,189 +0.5%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$132M +$31M +2,578,900 +28%
MIP
17
Mondrian Investment Partners
United Kingdom
$119M +$22.3M +1,854,940 +20%
State Street
18
State Street
Massachusetts
$119M -$13.5M -1,123,996 -10%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$110M +$67.7M +5,629,863 +134%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$83.6M +$48.3M +4,018,413 +116%
Millennium Management
21
Millennium Management
New York
$83.3M +$27.1M +2,253,334 +43%
Marshall Wace
22
Marshall Wace
United Kingdom
$79.9M +$68.6M +5,707,969 +395%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$79.1M -$168K -13,939 -0.2%
Two Sigma Investments
24
Two Sigma Investments
New York
$75.1M +$50.4M +4,190,805 +166%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$71.3M -$8.97M -745,715 -10%

VALE Hedge Fund Activity: Q2 2024 in Review

515 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2024, worth a combined $7.04B — down 16% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new VALE positions and 72 closed out — a net gain of 2 holders — while 167 added to existing stakes and 198 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $360M. The largest seller was Goldman Sachs, cutting an estimated $604M.

  • 515 institutional investors held Vale (VALE) as of Q2 2024, down from 521 in Q1 2024.
  • Funds reported $7.04B of Vale stock for Q2 2024, down 16% quarter-over-quarter.
  • 74 funds opened new Vale positions in Q2 2024 and 72 closed out, a net change of +2 holders.
  • The largest Vale buyer in Q2 2024 was GQG Partners, an estimated $360M added.
  • The largest Vale seller in Q2 2024 was Goldman Sachs, an estimated $604M sold.

Based on aggregated 13F filings for Q2 2024.