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415 hedge funds and large institutions have $21.9B invested in Vale in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 121

12% more funds holding

Funds holding: 371415 (+44)

12% more capital invested

Capital invested by funds: $19.6B → $21.9B (+$2.29B)

1.88% more ownership

Funds ownership: 22.27%24.15% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

25% less call options, than puts

Call options by funds: $712M | Put options by funds: $944M

Holders
415
Holders Change
+44
Holders Change %
+11.86%
% of All Funds
7.29%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.58%
New
101
Increased
144
Reduced
121
Closed
53
Calls
$712M
Puts
$944M
Net Calls
-$233M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Checchi Capital Advisers
California
$799K +$26.3K +1,505 +3%
SAM
227
Sompo Asset Management
Japan
$797K -$30.2K -1,730 -4%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$790K +$132K +7,546 +20%
LNWWM
229
Laird Norton Wetherby Wealth Management
California
$773K -$11.3K -648 -1%
Parallax Volatility Advisers
230
Parallax Volatility Advisers
California
$761K -$719K -41,177 -48%
FPS
231
Fieldpoint Private Securities
Connecticut
$719K +$706K +40,419 +4,264%
RIA
232
Recurrent Investment Advisors
Texas
$701K -$189K -10,800 -21%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$673K +$130K +7,442 +24%
LFAS
234
Level Four Advisory Services
Texas
$654K +$11.3K +646 +2%
PA
235
Pinnacle Associates
New York
$650K +$57.7K +3,305 +10%
BS
236
Banco Santander
Spain
$647K -$133K -7,598 -17%
TD Asset Management
237
TD Asset Management
Ontario, Canada
$631K +$634K +36,305 New
AC
238
Avestar Capital
New York
$626K +$193K +11,031 +59%
AGA
239
Altrinsic Global Advisors
Connecticut
$614K +$61.2K +3,507 +11%
CSS
240
Cubist Systematic Strategies
Connecticut
$611K -$2.48M -141,947 -80%
CIP
241
Cornerstone Investment Partners
Georgia
$608K
RHBC
242
R.H. Bluestein & Co
Michigan
$608K +$175K +10,000 +40%
PCM
243
Prelude Capital Management
New York
$603K +$335K +19,200 +124%
B
244
Bailard
California
$597K +$600K +34,378 New
UR
245
USCA RIA
Texas
$582K +$584K +33,474 New
FDCDDQ
246
Federation des caisses Desjardins du Quebec
Quebec, Canada
$580K +$11.3K +650 +2%
KAS
247
Kestra Advisory Services
Texas
$579K +$582K +33,328 New
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$577K +$406K +23,233 +232%
BCM
249
Bayesian Capital Management
New York
$577K +$580K +33,200 New
Truist Financial
250
Truist Financial
North Carolina
$575K +$577K +33,080 New

VALE Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2021, worth a combined $21.9B — up 12% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VALE positions and 53 closed out — a net gain of 48 holders — while 144 added to existing stakes and 121 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $929M. The largest seller was Crake Asset Management, cutting an estimated $304M.

  • 415 institutional investors held Vale (VALE) as of Q1 2021, up from 371 in Q4 2020.
  • Funds reported $21.9B of Vale stock for Q1 2021, up 12% quarter-over-quarter.
  • 101 funds opened new Vale positions in Q1 2021 and 53 closed out, a net change of +48 holders.
  • The largest Vale buyer in Q1 2021 was Capital Research Global Investors, an estimated $929M added.
  • The largest Vale seller in Q1 2021 was Crake Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2021.