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508 hedge funds and large institutions have $7.16B invested in Vale in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 176 increasing their positions, 178 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

11% more call options, than puts

Call options by funds: $964M | Put options by funds: $866M

2% more capital invested

Capital invested by funds: $7.04B → $7.16B (+$115M)

0.31% less ownership

Funds ownership: 13.9%13.59% (-0.31%)

1% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 178

4% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 77

1% less funds holding

Funds holding: 515508 (-7)

Holders
508
Holders Change
-7
Holders Change %
-1.36%
% of All Funds
7.29%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.24%
New
74
Increased
176
Reduced
178
Closed
77
Calls
$964M
Puts
$866M
Net Calls
+$98.6M
Net Calls Change
-$83.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$505M +$132M +12,343,855 +40%
BlackRock
2
BlackRock
New York
$454M +$102M +9,516,198 +32%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$428M +$60.4M +5,635,167 +18%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$330M +$57.8M +5,394,775 +24%
Capital World Investors
5
Capital World Investors
California
$325M +$314K +29,262 +0.1%
Capital International Investors
6
Capital International Investors
California
$318M -$80.1M -7,470,865 -22%
Bank of America
7
Bank of America
North Carolina
$224M -$1.89M -176,509 -0.9%
GQG Partners
8
GQG Partners
Florida
$214M -$125M -11,663,955 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
9
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$213M +$190M +17,720,100 +3,692%
Fisher Asset Management
10
Fisher Asset Management
Washington
$203M +$18M +1,682,544 +11%
Citadel Advisors
11
Citadel Advisors
Florida
$161M +$104M +9,723,546 +239%
Lazard Asset Management
12
Lazard Asset Management
New York
$143M +$637K +59,452 +0.5%
IUHSA
13
Itau Unibanco Holding S.A.
Brazil
$141M +$71.4M +6,660,933 +123%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$139M +$569K +53,061 +0.4%
State Street
15
State Street
Massachusetts
$130M +$5.44M +507,245 +5%
MIP
16
Mondrian Investment Partners
United Kingdom
$121M -$6.19M -577,395 -5%
Capital Research Global Investors
17
Capital Research Global Investors
California
$95.9M -$45.8M -4,270,886 -34%
OCM
18
Oaktree Capital Management
California
$95.8M -$48.8M -4,549,737 -36%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$92.9M +$5.02M +468,432 +6%
JP Morgan Chase
20
JP Morgan Chase
New York
$90.7M +$40.8M +3,804,816 +96%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$88.2M +$38M +3,546,640 +89%
Renaissance Technologies
22
Renaissance Technologies
New York
$81.8M +$27.6M +2,578,847 +58%
Holocene Advisors
23
Holocene Advisors
New York
$80.3M +$73.7M +6,875,008 New
SGDR
24
SPX Gestao de Recursos
Brazil
$79.2M -$163M -15,189,723 -69%
AQR Capital Management
25
AQR Capital Management
Connecticut
$78.4M +$28.7M +2,678,284 +66%

VALE Hedge Fund Activity: Q3 2024 in Review

508 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2024, worth a combined $7.16B — up 1.6% from $7.04B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of VALE and 74 opened new positions — a net loss of 3 holders — while 178 trimmed existing stakes and 176 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $190M. The largest seller was Goldman Sachs, cutting an estimated $411M.

  • 508 institutional investors held Vale (VALE) as of Q3 2024, down from 515 in Q2 2024.
  • Funds reported $7.16B of Vale stock for Q3 2024, up 1.6% quarter-over-quarter.
  • 74 funds opened new Vale positions in Q3 2024 and 77 closed out, a net change of -3 holders.
  • The largest Vale buyer in Q3 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $190M added.
  • The largest Vale seller in Q3 2024 was Goldman Sachs, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2024.