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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
RCA
276
Ranch Capital Advisors
Florida
$3K +$2.4K +200 New
CWA
277
Carolina Wealth Advisors
South Carolina
$3K +$2.57K +214 New
WCA
278
Windsor Creek Advisors
Vermont
$2.95K +$251K +20,900 +10%
FCH
279
Freestone Capital Holdings
Washington
$2.13K +$1.94M +161,429 New
ClearBridge Investments
280
ClearBridge Investments
New York
$2K
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$2K
WT
282
Whittier Trust
California
$2K
APWM
283
Atlas Private Wealth Management
New York
$2K +$1.8K +150 New
GFPC
284
Global Financial Private Client
Florida
$1.63K +$1.48K +123 New
FP
285
Financial Perspectives
Minnesota
$1.32K +$1.2K +100 New
AWM
286
Avior Wealth Management
Nebraska
$1K
BHWM
287
Bay Harbor Wealth Management
Maryland
$1K
CBT
288
Capital Bank & Trust
California
$1K
SIS
289
Sound Income Strategies
Florida
$1K
TFGT
290
TS Financial Group (TSFG)
Illinois
$1K
WTC
291
WhitTier Trust Company
Nevada
$1K
JWA
292
JFS Wealth Advisors
Pennsylvania
$1K +$541 +45 New
LAS
293
Lloyd Advisory Services
Georgia
$1K +$541 +45 New
JWBC
294
John W. Brooker & Co
California
$1K +$1.2K +100 New
MAM
295
Meeder Asset Management
Ohio
$1K +$1.23K +102 New
OPS
296
Orion Portfolio Solutions
Nebraska
$1K +$1.23K +102 New
WQ
297
Wealth Quarterback
New Jersey
$990 +$901 +75 New
Acadian Asset Management
298
Acadian Asset Management
Massachusetts
-$129M -11,228,071 Closed
Norges Bank
299
Norges Bank
Norway
-$67.7M -5,887,521 Closed
MCM
300
Moore Capital Management
New York
-$19M -1,650,000 Closed

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.