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415 hedge funds and large institutions have $21.9B invested in Vale in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 121

12% more funds holding

Funds holding: 371415 (+44)

12% more capital invested

Capital invested by funds: $19.6B → $21.9B (+$2.29B)

1.88% more ownership

Funds ownership: 22.27%24.15% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

25% less call options, than puts

Call options by funds: $712M | Put options by funds: $944M

Holders
415
Holders Change
+44
Holders Change %
+11.86%
% of All Funds
7.29%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.58%
New
101
Increased
144
Reduced
121
Closed
53
Calls
$712M
Puts
$944M
Net Calls
-$233M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
251
Compagnie Lombard Odier SCmA
Switzerland
$556K -$493K -28,223 -47%
PAG
252
Private Advisor Group
New Jersey
$554K +$556K +31,824 New
XT
253
XTX Topco
Cayman Islands
$540K +$543K +31,093 New
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$539K
VVP
255
Venture Visionary Partners
Ohio
$527K +$37.8K +2,166 +8%
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$527K +$152K +8,718 +40%
CG
257
Cutler Group
California
$523K +$526K +30,124 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$521K +$521K +29,862 +25,523%
OWIM
259
Old West Investment Management
California
$521K +$524K +30,000 New
APA
260
American Portfolios Advisors
New York
$506K +$132K +7,540 +35%
PMAM
261
Penn Mutual Asset Management
Pennsylvania
$503K
FAM
262
Fulcrum Asset Management
United Kingdom
$495K
GT
263
Greenleaf Trust
Michigan
$489K +$4.8K +275 +1%
Charles Schwab
264
Charles Schwab
California
$474K +$476K +27,267 New
SS
265
Simplicity Solutions
Minnesota
$466K +$468K +26,826 New
Caisse de Depot et Placement du Quebec (CDPQ)
266
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$455K -$1.78M -102,000 -80%
Manulife (Manufacturers Life Insurance)
267
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$450K -$23.3K -1,336 -5%
GWM
268
Geneos Wealth Management
Colorado
$449K
FHB
269
First Hawaiian Bank
Hawaii
$447K +$449K +25,733 New
BCV
270
Banque Cantonale Vaudoise
Switzerland
$440K -$436K -25,004 -50%
TM
271
Titan Managers
Arizona
$413K +$29.3K +1,676 +8%
CCG
272
Cloverfields Capital Group
Minnesota
$407K +$8.15K +467 +2%
QP
273
Quilter Plc
United Kingdom
$399K +$39K +2,232 +11%
CWP
274
Curated Wealth Partners
California
$395K -$117K -6,730 -23%
AP
275
Advisor Partners
California
$393K -$1.27K -73 -0.3%

VALE Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2021, worth a combined $21.9B — up 12% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VALE positions and 53 closed out — a net gain of 48 holders — while 144 added to existing stakes and 121 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $929M. The largest seller was Crake Asset Management, cutting an estimated $304M.

  • 415 institutional investors held Vale (VALE) as of Q1 2021, up from 371 in Q4 2020.
  • Funds reported $21.9B of Vale stock for Q1 2021, up 12% quarter-over-quarter.
  • 101 funds opened new Vale positions in Q1 2021 and 53 closed out, a net change of +48 holders.
  • The largest Vale buyer in Q1 2021 was Capital Research Global Investors, an estimated $929M added.
  • The largest Vale seller in Q1 2021 was Crake Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2021.