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Vale
VALE

270 hedge funds and large institutions have $4.19B invested in Vale in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 4 → 11 (+7)

25% more capital invested

Capital invested by funds: $3.35B → $4.19B (+$845M)

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

0.09% more ownership

Funds ownership: 13.65% → 13.74% (+0.09%)

0% more funds holding

Funds holding: 270 → 270 (0)

1% less call options, than puts

Call options by funds: $312M | Put options by funds: $316M

Holders
270
Holders Change
–
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.27%
New
53
Increased
88
Reduced
85
Closed
47
Calls
$312M
Puts
$316M
Net Calls
-$3.79M
Net Calls Change
+$146M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$283M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$196M
3
AAM
Amerigo Asset Management
Cayman Islands
+$80.6M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$70.2M
5
LP
LMR Partners
United Kingdom
+$50.6M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$189M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$165M
3
SII
Silchester International Investors
United Kingdom
-$106M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$32.1M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
301
Princeton Alpha Management
New Jersey
– -$83K -10,840 Closed
SPC
302
Sigma Planning Corp
Michigan
– -$80K -10,438 Closed
IDBONY
303
Israel Discount Bank of New York
New York
– -$15K -2,000 Closed
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
– -$16K -2,000 Closed
FPFS
305
First Personal Financial Services
North Carolina
– -$10K -1,303 Closed
BFEC
306
Benjamin F. Edwards & Company
Missouri
– -$8K -1,026 Closed
CTC
307
Central Trust Company
Missouri
– -$8K -1,000 Closed
PWM
308
Perigon Wealth Management
California
– -$10K -943 Closed
TWA
309
TCI Wealth Advisors
Arizona
– -$6K -760 Closed
WAM
310
Wolverine Asset Management
Illinois
– -$1K -200 Closed
FIB
311
First Interstate Bank
Montana
– -$1K -100 Closed
OFW
312
Omnia Family Wealth
Florida
– -$1K -94 Closed
Toronto Dominion Bank
313
Toronto Dominion Bank
Ontario, Canada
– +$60 +6 New
9 10 11 12
13

VALE Hedge Fund Activity: Q1 2017 in Review

270 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2017, worth a combined $4.19B — up 25% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VALE positions and 47 closed out — a net gain of 6 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Wellington Management Group, cutting an estimated $189M.

  • 270 institutional investors held Vale (VALE) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $4.19B of Vale stock for Q1 2017, up 25% quarter-over-quarter.
  • 53 funds opened new Vale positions in Q1 2017 and 47 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest Vale seller in Q1 2017 was Wellington Management Group, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2017.