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301 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

13% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 46

6% more capital invested

Capital invested by funds: $11.5B → $12.3B (+$721M)

2% more funds holding

Funds holding: 296301 (+5)

0.08% more ownership

Funds ownership: 17.5%17.58% (+0.08%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

46% less call options, than puts

Call options by funds: $293M | Put options by funds: $539M

Holders
301
Holders Change
+5
Holders Change %
+1.69%
% of All Funds
5.93%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.41%
New
52
Increased
85
Reduced
100
Closed
46
Calls
$293M
Puts
$539M
Net Calls
-$246M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
251
Synovus Financial
Georgia
$22K
IA
252
IFP Advisors
Florida
$20K -$5.73K -477 -24%
OIA
253
Optimum Investment Advisors
Illinois
$20K
LC
254
Lindbrook Capital
California
$20K +$5.95K +495 +50%
HF
255
Halpern Financial
Virginia
$19.2K +$17.5K +1,458 New
GRP
256
Global Retirement Partners
California
$16K
AIC
257
Archer Investment Corporation
Indiana
$13K
MWC
258
MBM Wealth Consultants
Missouri
$13K
FGAM
259
Financial Gravity Asset Management
Texas
$13K +$60 +5 +2%
KPW
260
Kore Private Wealth
New York
$13K +$12K +1,000 New
SFS
261
Sowell Financial Services
Arkansas
$12K -$8.89K -740 -44%
AF
262
Advisornet Financial
Minnesota
$9K -$2.4K -200 -22%
ASN
263
Advisory Services Network
Georgia
$9K
JCM
264
Jacobi Capital Management
Pennsylvania
$9K
PWP
265
Personal Wealth Partners
Minnesota
$9K
FMP
266
Financial Management Professionals
Texas
$9K +$8.41K +700 New
CWM
267
Cedar Wealth Management
California
$7K
CFN
268
Cordasco Financial Network
Florida
$7K
VNA
269
Valley National Advisers
Pennsylvania
$7K
CHA
270
Carmichael Hill & Associates
Maryland
$7K +$6.01K +500 New
AssetMark Inc
271
AssetMark Inc
California
$6K
PCG
272
Private Capital Group
Connecticut
$5K
BCA
273
Berman Capital Advisors
Georgia
$4K
MS
274
Mizuho Securities
Japan
$4K +$3.6K +300 New
VCP
275
Verus Capital Partners
Arizona
$4K +$3.88K +323 New

VALE Hedge Fund Activity: Q4 2019 in Review

301 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2019, worth a combined $12.3B — up 6.2% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VALE positions and 46 closed out — a net gain of 6 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $183M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $129M sold.

  • 301 institutional investors held Vale (VALE) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $12.3B of Vale stock for Q4 2019, up 6.2% quarter-over-quarter.
  • 52 funds opened new Vale positions in Q4 2019 and 46 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q4 2019 was GQG Partners, an estimated $183M added.
  • The largest Vale seller in Q4 2019 was Acadian Asset Management, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2019.