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310 hedge funds and large institutions have $7.49B invested in Vale in 2020 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 97 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 44

3% more funds holding

Funds holding: 301310 (+9)

0.77% less ownership

Funds ownership: 17.58%16.81% (-0.77%)

3% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 100

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

39% less capital invested

Capital invested by funds: $12.3B → $7.49B (-$4.77B)

51% less call options, than puts

Call options by funds: $189M | Put options by funds: $384M

Holders
310
Holders Change
+9
Holders Change %
+2.99%
% of All Funds
6.83%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.44%
New
58
Increased
97
Reduced
100
Closed
44
Calls
$189M
Puts
$384M
Net Calls
-$194M
Net Calls Change
+$51.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
226
Harbor Investment Advisory
Maryland
$110K +$144K +13,252 +147,244%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$107K -$23.7K -2,175 -14%
Creative Planning
228
Creative Planning
Kansas
$106K +$16.1K +1,475 +13%
V
229
Veritable
Delaware
$105K
Stifel Financial
230
Stifel Financial
Missouri
$103K -$12.5K -1,151 -8%
BWM
231
BigSur Wealth Management
Florida
$101K -$27.2K -2,500 -17%
BCM
232
Bayesian Capital Management
New York
$98K +$128K +11,800 New
RI
233
Ridgewood Investments
New Jersey
$98K +$129K +11,819 New
LI
234
Leap Investments
Illinois
$94K +$123K +11,300 New
AP
235
Advisor Partners
California
$93K +$838 +77 +0.7%
IIA
236
IPG Investment Advisors
California
$89K +$117K +10,740 New
WHG
237
Westwood Holdings Group
Texas
$88K +$14.5K +1,336 +14%
US Bancorp
238
US Bancorp
Minnesota
$87K -$50.4K -4,628 -30%
S
239
SignatureFD
Georgia
$86K +$18.9K +1,739 +20%
CI
240
Capital Innovations
Wisconsin
$86K +$75.2K +6,910 +64%
BBP
241
Banco BTG Pactual
Brazil
$84K -$334K -30,659 -75%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$83K -$362K -33,233 -77%
SO
243
STRS Ohio
Ohio
$82K
Toronto Dominion Bank
244
Toronto Dominion Bank
Ontario, Canada
$65K -$16.9K -1,550 -16%
Legal & General Group
245
Legal & General Group
United Kingdom
$61K
EDRH
246
Edmond de Rothschild Holding
Switzerland
$57K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$52K -$4.36K -400 -6%
SCA
248
Stonebridge Capital Advisors
Minnesota
$52K -$4.36K -400 -6%
RE
249
RBC Europe
United Kingdom
$50.3K
CAC
250
Certified Advisory Corp
Florida
$50K -$20.3K -1,865 -24%

VALE Hedge Fund Activity: Q1 2020 in Review

310 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2020, worth a combined $7.49B — down 39% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VALE positions and 44 closed out — a net gain of 14 holders — while 97 added to existing stakes and 100 trimmed.

The largest buyer was Invesco, adding an estimated $208M. The largest seller was Capital Research Global Investors, cutting an estimated $752M.

  • 310 institutional investors held Vale (VALE) as of Q1 2020, up from 301 in Q4 2019.
  • Funds reported $7.49B of Vale stock for Q1 2020, down 39% quarter-over-quarter.
  • 58 funds opened new Vale positions in Q1 2020 and 44 closed out, a net change of +14 holders.
  • The largest Vale buyer in Q1 2020 was Invesco, an estimated $208M added.
  • The largest Vale seller in Q1 2020 was Capital Research Global Investors, an estimated $752M sold.

Based on aggregated 13F filings for Q1 2020.