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431 hedge funds and large institutions have $16.4B invested in Vale in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 84

6% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 142

1% more funds holding

Funds holding: 428431 (+3)

0.38% less ownership

Funds ownership: 23.13%22.76% (-0.38%)

1% less call options, than puts

Call options by funds: $968M | Put options by funds: $973M

1% less capital invested

Capital invested by funds: $16.5B → $16.4B (-$178M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
431
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
90
Increased
151
Reduced
142
Closed
84
Calls
$968M
Puts
$973M
Net Calls
-$5.04M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
226
Connectus Wealth
Ohio
$544K +$515K +38,745 New
FHB
227
First Hawaiian Bank
Hawaii
$535K -$169K -12,697 -25%
USCWA
228
U.S. Capital Wealth Advisors
Texas
$529K -$771K -58,015 -61%
KAS
229
Kestra Advisory Services
Texas
$527K -$1.59M -120,009 -76%
RIM
230
Regent Investment Management
Kentucky
$519K -$496K -37,300 -50%
PAM
231
Panagora Asset Management
Massachusetts
$512K -$1.64M -123,223 -77%
TIM
232
Thornburg Investment Management
New Mexico
$494K -$284K -21,390 -38%
ERIC
233
Eagle Rock Investment Company
Georgia
$491K +$465K +35,000 New
AGA
234
Altrinsic Global Advisors
Connecticut
$487K -$452 -34 -0.1%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$485K
SAM
236
Sompo Asset Management
Japan
$468K +$77.7K +5,850 +21%
RCM
237
Radnor Capital Management
Pennsylvania
$467K +$442K +33,300 New
CLOS
238
Compagnie Lombard Odier SCmA
Switzerland
$463K
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$462K +$19.5K +1,465 +5%
DADC
240
D.A. Davidson & Co
Montana
$446K +$104K +7,847 +33%
BA
241
Ballew Advisors
Mississippi
$440K +$380K +28,607 New
PA
242
Pinnacle Associates
New York
$438K -$91.7K -6,900 -18%
RIA
243
Recurrent Investment Advisors
Texas
$438K
NA
244
NewEdge Advisors
Louisiana
$434K -$270K -20,340 -40%
CSS
245
Cubist Systematic Strategies
Connecticut
$432K -$13.5M -1,014,537 -97%
BWM
246
Bulltick Wealth Management
Florida
$421K +$26.6K +2,000 +7%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$413K +$118K +8,890 +43%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$412K +$132K +9,926 +51%
BAM
249
Belpointe Asset Management
Nevada
$405K +$188K +14,166 +96%
GWM
250
Geneos Wealth Management
Colorado
$404K +$90.3K +6,800 +31%

VALE Hedge Fund Activity: Q4 2021 in Review

431 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2021, worth a combined $16.4B — down 1.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VALE positions and 84 closed out — a net gain of 6 holders — while 151 added to existing stakes and 142 trimmed.

The largest buyer was Capital International Investors, adding an estimated $214M. The largest seller was Capital Research Global Investors, cutting an estimated $480M.

  • 431 institutional investors held Vale (VALE) as of Q4 2021, up from 428 in Q3 2021.
  • Funds reported $16.4B of Vale stock for Q4 2021, down 1.1% quarter-over-quarter.
  • 90 funds opened new Vale positions in Q4 2021 and 84 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q4 2021 was Capital International Investors, an estimated $214M added.
  • The largest Vale seller in Q4 2021 was Capital Research Global Investors, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.