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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
CFN
251
Cordasco Financial Network
Florida
$5K
SSB
252
Sandy Spring Bank
Maryland
$5K
WTC
253
WhitTier Trust Company
Nevada
$5K
WA
254
Winfield Associates
Ohio
$5K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$5K +$3.83K +385 +335%
OSNBOA
256
Old Second National Bank of Aurora
Illinois
$4K
ASN
257
Advisory Services Network
Georgia
$4K +$4.46K +448 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$3K -$10 -1 -0.3%
CAW
259
Cornerstone Advisors (Washington)
Washington
$3K
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
AAP
261
Arax Advisory Partners
Colorado
$2K
ACS
262
Archford Capital Strategies
Illinois
$2K
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$2K
FWM
264
Focused Wealth Management
New York
$2K
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
$2K
WAM
266
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.93K +194 New
JCM
267
Jacobi Capital Management
Pennsylvania
$2K +$1.99K +200 New
Manulife (Manufacturers Life Insurance)
268
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1.31K +132 New
William Blair Investment Management
269
William Blair Investment Management
Illinois
-$27.6M -3,623,560 Closed
PSCM
270
Prince Street Capital Management
New York
-$16.6M -2,174,600 Closed
Lord, Abbett & Co
271
Lord, Abbett & Co
New Jersey
-$15.5M -2,035,546 Closed
PAS
272
Point72 Asia (Singapore)
Singapore
-$14.2M -1,860,000 Closed
UIM
273
USS Investment Management
United Kingdom
-$14.1M -1,850,000 Closed
HT
274
HAP Trading
New York
-$16.8M -1,684,124 Closed
Ninety One (UK)
275
Ninety One (UK)
United Kingdom
-$9.14M -1,199,182 Closed

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.