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330 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 131 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.56% less ownership

Funds ownership: 19.5%18.94% (-0.56%)

6% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$825M)

9% less funds holding

Funds holding: 362330 (-32)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

39% less call options, than puts

Call options by funds: $292M | Put options by funds: $476M

48% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 131

Holders
330
Holders Change
-32
Holders Change %
-8.84%
% of All Funds
7.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
67
Increased
68
Reduced
131
Closed
97
Calls
$292M
Puts
$476M
Net Calls
-$184M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gould Asset Management
California
$180K -$3.49K -270 -2%
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K +$16.8K +1,300 +10%
Aviva
228
Aviva
United Kingdom
$178K -$49.2K -3,800 -22%
CAC
229
Certified Advisory Corp
Florida
$169K
V
230
Veritable
Delaware
$165K
DAM
231
Deltec Asset Management
New York
$163K -$1.19M -92,060 -88%
US Bancorp
232
US Bancorp
Minnesota
$158K +$32.5K +2,516 +26%
CIAS
233
Capital Investment Advisory Services
North Carolina
$152K +$151K +11,643 New
QCG
234
Quadrant Capital Group
Ohio
$150K +$151K +11,649 New
Bank of Nova Scotia
235
Bank of Nova Scotia
Ontario, Canada
$149K +$155K +12,000 New
BIM
236
Baldwin Investment Management
Pennsylvania
$147K -$3.88K -300 -3%
VAS
237
Vestmark Advisory Solutions
Massachusetts
$147K +$145K +11,229 New
NA
238
NewEdge Advisors
Louisiana
$146K -$306K -23,675 -68%
Brown Advisory
239
Brown Advisory
Maryland
$145K
VFA
240
Voya Financial Advisors
Connecticut
$144K +$147K +11,374 New
S
241
SignatureFD
Georgia
$141K +$19.4K +1,502 +16%
FAAS
242
First Allied Advisory Services
California
$139K +$131K +10,102 New
SCM
243
SOL Capital Management
Maryland
$138K
FA
244
FDx Advisors
Illinois
$138K +$137K +10,603 New
ATC
245
Argent Trust Co
Tennessee
$131K -$129K -10,000 -50%
SO
246
STRS Ohio
Ohio
$130K
QT
247
Quantamental Technologies
New York
$128K +$126K +9,766 New
GWM
248
Geneos Wealth Management
Colorado
$122K +$15K +1,160 +14%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$40.8K -3,150 -27%
Canada Life
250
Canada Life
Manitoba, Canada
$104K

VALE Hedge Fund Activity: Q1 2019 in Review

330 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2019, worth a combined $12.3B — down 6.3% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of VALE and 67 opened new positions — a net loss of 30 holders — while 131 trimmed existing stakes and 68 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 330 institutional investors held Vale (VALE) as of Q1 2019, down from 362 in Q4 2018.
  • Funds reported $12.3B of Vale stock for Q1 2019, down 6.3% quarter-over-quarter.
  • 67 funds opened new Vale positions in Q1 2019 and 97 closed out, a net change of -30 holders.
  • The largest Vale buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Vale seller in Q1 2019 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2019.