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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
MOS
276
MGO One Seven
Ohio
$382K +$384K +22,001 New
GP
277
Greenline Partners
New York
$381K
US Bancorp
278
US Bancorp
Minnesota
$369K +$72.1K +4,133 +24%
MCM
279
Mitchell Capital Management
Kansas
$364K +$365K +20,931 New
ONB
280
Old National Bancorp
Indiana
$362K +$363K +20,817 New
SPIA
281
Steward Partners Investment Advisory
New York
$358K +$18.3K +1,050 +5%
JAM
282
Jupiter Asset Management
United Kingdom
$352K -$339K -19,424 -49%
LWAM
283
Legacy Wealth Asset Management
Minnesota
$343K -$559 -32 -0.2%
PAM
284
Private Asset Management
California
$331K
TWM
285
TriaGen Wealth Management
California
$326K -$2.17K -124 -0.7%
YIH
286
Y-Intercept (HK)
Hong Kong
$323K -$736K -42,171 -69%
SSCA
287
South Shore Capital Advisors
Massachusetts
$323K -$63.8K -3,657 -16%
OC
288
Oppenheimer & Co
New York
$314K +$316K +18,090 New
HC
289
Henshaw Capital
Massachusetts
$311K +$313K +17,910 New
Federated Hermes
290
Federated Hermes
Pennsylvania
$311K -$1.04M -59,475 -77%
FCI
291
Financial Counselors Inc
Kansas
$309K +$310K +17,762 New
PP
292
Paloma Partners
Connecticut
$309K +$311K +17,793 New
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$296K +$103K +5,885 +53%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$291K
GT
295
Glenmede Trust
Pennsylvania
$280K +$314 +18 +0.1%
HIA
296
Harbor Investment Advisory
Maryland
$278K +$90.8K +5,199 +48%
RJT
297
Raymond James Trust
Florida
$277K +$278K +15,938 New
VAS
298
Vestmark Advisory Solutions
Massachusetts
$275K +$276K +15,807 New
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$265K +$22.7K +1,302 +9%
PAS
300
Park Avenue Securities
New York
$255K +$70.6K +4,047 +38%

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.