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282 hedge funds and large institutions have $4.3B invested in Vale in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

4% more funds holding

Funds holding: 270282 (+12)

1.59% more ownership

Funds ownership: 13.74%15.33% (+1.6%)

3% more capital invested

Capital invested by funds: $4.19B → $4.3B (+$106M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

44% less call options, than puts

Call options by funds: $191M | Put options by funds: $341M

Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
7.03%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
50
Increased
99
Reduced
84
Closed
36
Calls
$191M
Puts
$341M
Net Calls
-$150M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Next Financial Group
Texas
$13K
GRP
252
Global Retirement Partners
California
$12K
BFEC
253
Benjamin F. Edwards & Company
Missouri
$11K +$11K +1,300 New
PA
254
Parallel Advisors
California
$9K +$7.75K +912 New
TCM
255
Tradewinds Capital Management
Washington
$8K
CCM
256
Cribstone Capital Management
Maine
$7K
RFS
257
Rockefeller Financial Services
New York
$7K
AC
258
Alexandria Capital
Virginia
$6K
LIA
259
LS Investment Advisors
Michigan
$6K
KF
260
Krilogy Financial
Missouri
$6K +$5.51K +649 New
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
WA
262
Winfield Associates
Ohio
$5K
CFN
263
Cordasco Financial Network
Florida
$4K
OSNBOA
264
Old Second National Bank of Aurora
Illinois
$4K
WTC
265
WhitTier Trust Company
Nevada
$4K
ASN
266
Advisory Services Network
Georgia
$4K +$110 +13 +3%
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$2.91K +342 +259%
CTC
268
Central Trust Company
Missouri
$4K +$4.25K +500 New
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$3K
CAW
270
Cornerstone Advisors (Washington)
Washington
$3K
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
AAP
272
Arax Advisory Partners
Colorado
$2K
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$2K
JCM
274
Jacobi Capital Management
Pennsylvania
$2K
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$2K

VALE Hedge Fund Activity: Q2 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2017, worth a combined $4.3B — up 2.5% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VALE positions and 36 closed out — a net gain of 14 holders — while 99 added to existing stakes and 84 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $105M. The largest seller was Amerigo Asset Management, exiting entirely with an estimated $77M sold.

  • 282 institutional investors held Vale (VALE) as of Q2 2017, up from 270 in Q1 2017.
  • Funds reported $4.3B of Vale stock for Q2 2017, up 2.5% quarter-over-quarter.
  • 50 funds opened new Vale positions in Q2 2017 and 36 closed out, a net change of +14 holders.
  • The largest Vale buyer in Q2 2017 was Arrowstreet Capital, an estimated $105M added.
  • The largest Vale seller in Q2 2017 was Amerigo Asset Management, an estimated $77M sold.

Based on aggregated 13F filings for Q2 2017.