We are live on ! Find out more

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
PA
276
Parallel Advisors
California
$19K +$13 +1 +0.1%
ALAM
277
Asahi Life Asset Management
Japan
$18K -$5.17K -400 -23%
GRP
278
Global Retirement Partners
California
$16K
ASN
279
Advisory Services Network
Georgia
$15K +$6.47K +500 +73%
SFA
280
Semmax Financial Advisors
North Carolina
$14K -$14.8K -1,144 -53%
AIC
281
Archer Investment Corporation
Indiana
$13K
FA
282
Fortis Advisors
Pennsylvania
$13K
KPW
283
Kore Private Wealth
New York
$13K
MWC
284
MBM Wealth Consultants
Missouri
$13K
OIA
285
OneDigital Investment Advisors
Kansas
$13K
VFA
286
Valeo Financial Advisors
Indiana
$13K
CAW
287
Cornerstone Advisors (Washington)
Washington
$12K +$1.25K +97 +12%
ClearBridge Investments
288
ClearBridge Investments
New York
$11K -$16.5M -1,274,823 -100%
JCM
289
Jacobi Capital Management
Pennsylvania
$9K
CAM
290
Cresset Asset Management
Illinois
$8K +$7.85K +607 New
FCA
291
FinTrust Capital Advisors
South Carolina
$7K -$647 -50 -9%
CWM
292
Cedar Wealth Management
California
$7K
CTC
293
Central Trust Company
Missouri
$7K
CFN
294
Cordasco Financial Network
Florida
$7K
VNA
295
Valley National Advisers
Pennsylvania
$7K
AF
296
Advisornet Financial
Minnesota
$7K +$6.47K +500 New
WHG
297
Westwood Holdings Group
Texas
$6K -$5.56K -430 -50%
AIA
298
Alera Investment Advisors
Illinois
$6K -$1.99K -154 -24%
CAGAS
299
Capital Advisory Group Advisory Services
Minnesota
$6K
GI
300
Gradient Investments
Minnesota
$5K

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.