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330 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 131 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.56% less ownership

Funds ownership: 19.5%18.94% (-0.56%)

6% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$825M)

9% less funds holding

Funds holding: 362330 (-32)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

39% less call options, than puts

Call options by funds: $292M | Put options by funds: $476M

48% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 131

Holders
330
Holders Change
-32
Holders Change %
-8.84%
% of All Funds
7.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
67
Increased
68
Reduced
131
Closed
97
Calls
$292M
Puts
$476M
Net Calls
-$184M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
251
Edmond de Rothschild Holding
Switzerland
$102K -$1.43M -110,220 -93%
Legal & General Group
252
Legal & General Group
United Kingdom
$96K
RCAG
253
Rehmann Capital Advisory Group
Michigan
$80.1K -$12.9K -995 -14%
RE
254
RBC Europe
United Kingdom
$79.2K +$11.6K +896 +17%
JIR
255
James Investment Research
Ohio
$79K -$44.3K -3,428 -36%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$78K +$60.2K +4,650 +360%
IRC
257
Investors Research Corp
Georgia
$72K +$71.2K +5,500 New
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$41.2K +3,184 +339%
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$52K -$103K -8,000 -67%
APA
260
American Portfolios Advisors
New York
$51.8K -$12.9K -1,000 -20%
MNBTD
261
Moody National Bank Trust Division
Texas
$46K
SWM
262
SeaCrest Wealth Management
New York
$44K -$1.29K -100 -3%
NA
263
Navellier & Associates
Nevada
$41K -$41.7K -3,226 -50%
ABA
264
American Beacon Advisors
Texas
$35K +$34.6K +2,678 New
WAM
265
Wealthspire Advisors (Maryland)
Maryland
$31K -$13.2K -1,020 -30%
PMAM
266
Penn Mutual Asset Management
Pennsylvania
$29K
SQA
267
Simon Quick Advisors
New Jersey
$26K -$6.47K -500 -20%
LC
268
Lindbrook Capital
California
$26K
GEA
269
Glen Eagle Advisors
New Jersey
$25.5K
AIM
270
Arcadia Investment Management
Michigan
$25K
NL
271
NKCFO LLC
Illinois
$23K
SF
272
Synovus Financial
Georgia
$22K
MWC
273
MKD Wealth Coaches
Michigan
$20K
OIA
274
Optimum Investment Advisors
Illinois
$20K
LFA
275
Legacy Financial Advisors
Kentucky
$20K +$2.59K +200 +15%

VALE Hedge Fund Activity: Q1 2019 in Review

330 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2019, worth a combined $12.3B — down 6.3% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of VALE and 67 opened new positions — a net loss of 30 holders — while 131 trimmed existing stakes and 68 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 330 institutional investors held Vale (VALE) as of Q1 2019, down from 362 in Q4 2018.
  • Funds reported $12.3B of Vale stock for Q1 2019, down 6.3% quarter-over-quarter.
  • 67 funds opened new Vale positions in Q1 2019 and 97 closed out, a net change of -30 holders.
  • The largest Vale buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Vale seller in Q1 2019 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2019.