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270 hedge funds and large institutions have $4.19B invested in Vale in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

25% more capital invested

Capital invested by funds: $3.35B → $4.19B (+$845M)

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

0.09% more ownership

Funds ownership: 13.65%13.74% (+0.09%)

0% more funds holding

Funds holding: 270270 (0)

1% less call options, than puts

Call options by funds: $312M | Put options by funds: $316M

Holders
270
Holders Change
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.27%
New
53
Increased
88
Reduced
85
Closed
47
Calls
$312M
Puts
$316M
Net Calls
-$3.79M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
226
Thomas J. Herzfeld Advisors
Florida
$62K +$14.3K +1,440 +29%
PB
227
Pinnacle Bancorp
Nebraska
$50K +$52.5K +5,280 New
AIM
228
Acrospire Investment Management
Illinois
$48K +$18.9K +1,900 +59%
CBOA
229
Commonwealth Bank of Australia
Australia
$46K
PFGIA
230
Patriot Financial Group Insurance Agency
Massachusetts
$43K
FPF
231
FNY Partners Fund
New York
$38K +$4.97K +500 +14%
Envestnet Asset Management
232
Envestnet Asset Management
Illinois
$31K +$12.8K +1,291 +65%
Asset Management One
233
Asset Management One
Japan
$29K
GWM
234
Geneos Wealth Management
Colorado
$20K -$3.98K -400 -16%
HMS
235
Hanseatic Management Services
New Mexico
$20K +$1.24K +125 +6%
GEA
236
Glen Eagle Advisors
New Jersey
$18.5K +$1.99K +200 +11%
SF
237
Synovus Financial
Georgia
$16K -$1.99K -200 -11%
DADC
238
D.A. Davidson & Co
Montana
$15K -$4.97K -500 -23%
FANJ
239
Financial Architects (New Jersey)
New Jersey
$14K +$5.47K +550 +58%
NFG
240
Next Financial Group
Texas
$13K -$11.9K -1,200 -44%
GRP
241
Global Retirement Partners
California
$13K
CBT
242
Central Bank & Trust
Kentucky
$10K -$34.8K -3,500 -78%
Walleye Trading
243
Walleye Trading
New York
$9.22K +$5.69M +572,178 +143%
TCM
244
Tradewinds Capital Management
Washington
$9K +$8.95K +900 New
RFS
245
Rockefeller Financial Services
New York
$8K
CG
246
Cutler Group
California
$7K -$737K -74,073 -99%
CCM
247
Cribstone Capital Management
Maine
$7K
AC
248
Alexandria Capital
Virginia
$7K +$7.36K +740 New
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
LIA
250
LS Investment Advisors
Michigan
$6K

VALE Hedge Fund Activity: Q1 2017 in Review

270 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2017, worth a combined $4.19B — up 25% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VALE positions and 47 closed out — a net gain of 6 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Wellington Management Group, cutting an estimated $189M.

  • 270 institutional investors held Vale (VALE) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $4.19B of Vale stock for Q1 2017, up 25% quarter-over-quarter.
  • 53 funds opened new Vale positions in Q1 2017 and 47 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest Vale seller in Q1 2017 was Wellington Management Group, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2017.