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296 hedge funds and large institutions have $11.5B invested in Vale in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.52% less ownership

Funds ownership: 18.02%17.5% (-0.52%)

4% less funds holding

Funds holding: 308296 (-12)

10% less capital invested

Capital invested by funds: $12.8B → $11.5B (-$1.26B)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

22% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 117

27% less call options, than puts

Call options by funds: $281M | Put options by funds: $387M

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

Holders
296
Holders Change
-12
Holders Change %
-3.9%
% of All Funds
6.49%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
29
Increased
91
Reduced
117
Closed
40
Calls
$281M
Puts
$387M
Net Calls
-$106M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
251
Stonehage Fleming Financial Services
Jersey
$48K +$50.9K +4,200 New
MIFH
252
Migdal Insurance & Financial Holdings
Israel
$46K
EW
253
Evoke Wealth
California
$38.4K +$40.5K +3,340 New
PA
254
Parallel Advisors
California
$29K +$11.6K +958 +62%
IA
255
IFP Advisors
Florida
$24K +$24.5K +2,025 New
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$23K -$8.95K -738 -27%
GEA
257
Glen Eagle Advisors
New Jersey
$22.4K
AIM
258
Arcadia Investment Management
Michigan
$22K
SF
259
Synovus Financial
Georgia
$20K
SFS
260
Sowell Financial Services
Arkansas
$19K +$20.2K +1,669 New
OIA
261
Optimum Investment Advisors
Illinois
$17K
GRP
262
Global Retirement Partners
California
$14K
AIC
263
Archer Investment Corporation
Indiana
$12K
MWC
264
MBM Wealth Consultants
Missouri
$12K
VFA
265
Valeo Financial Advisors
Indiana
$12K
LC
266
Lindbrook Capital
California
$11K -$17.9K -1,474 -60%
AF
267
Advisornet Financial
Minnesota
$10K
ASN
268
Advisory Services Network
Georgia
$9K
JCM
269
Jacobi Capital Management
Pennsylvania
$8K
QCG
270
Quadrant Capital Group
Ohio
$7K -$42.2K -3,479 -84%
PWP
271
Personal Wealth Partners
Minnesota
$7K
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$6K
CWM
273
Cedar Wealth Management
California
$6K
CTC
274
Central Trust Company
Missouri
$6K
CFN
275
Cordasco Financial Network
Florida
$6K

VALE Hedge Fund Activity: Q3 2019 in Review

296 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q3 2019, worth a combined $11.5B — down 9.8% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VALE and 29 opened new positions — a net loss of 11 holders — while 117 trimmed existing stakes and 91 added.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $136M. The largest seller was Morgan Stanley, cutting an estimated $117M.

  • 296 institutional investors held Vale (VALE) as of Q3 2019, down from 308 in Q2 2019.
  • Funds reported $11.5B of Vale stock for Q3 2019, down 9.8% quarter-over-quarter.
  • 29 funds opened new Vale positions in Q3 2019 and 40 closed out, a net change of -11 holders.
  • The largest Vale buyer in Q3 2019 was Acadian Asset Management, an estimated $136M added.
  • The largest Vale seller in Q3 2019 was Morgan Stanley, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2019.