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336 hedge funds and large institutions have $12.2B invested in Vale in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 119 increasing their positions, 99 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

22% more capital invested

Capital invested by funds: $9.99B → $12.2B (+$2.2B)

20% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 99

13% more funds holding

Funds holding: 298336 (+38)

1.01% less ownership

Funds ownership: 19.88%18.87% (-1%)

49% less call options, than puts

Call options by funds: $316M | Put options by funds: $626M

Holders
336
Holders Change
+38
Holders Change %
+12.75%
% of All Funds
7.62%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.39%
New
78
Increased
119
Reduced
99
Closed
40
Calls
$316M
Puts
$626M
Net Calls
-$310M
Net Calls Change
-$182M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Parallel Advisors
California
$11K -$276 -26 -3%
AAP
302
Arax Advisory Partners
Colorado
$10K +$6.05K +570 +206%
KF
303
Krilogy Financial
Missouri
$8K
TSW
304
Thompson Siegel & Walmsley
Virginia
$8K
SCM
305
Stumpf Capital Management
Arizona
$8K +$7.05K +664 New
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
CCM
307
Cribstone Capital Management
Maine
$6K -$3.45K -325 -41%
CTC
308
Central Trust Company
Missouri
$6K
CFN
309
Cordasco Financial Network
Florida
$6K
WTC
310
WhitTier Trust Company
Nevada
$6K
LFA
311
Legacy Financial Advisors
Kentucky
$6K +$6.1K +575 New
RPC
312
Rossmore Private Capital
Connecticut
$5.77K +$5.01K +472 New
Envestnet Asset Management
313
Envestnet Asset Management
Illinois
$5K -$8.62K -812 -69%
OSNBOA
314
Old Second National Bank of Aurora
Illinois
$5K
PWM
315
Paulson Wealth Management
Illinois
$5K +$4.2K +396 New
GFP
316
Gryphon Financial Partners
Ohio
$5K +$4.45K +419 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$4K
CAW
318
Cornerstone Advisors (Washington)
Washington
$4K
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
GI
320
Gradient Investments
Minnesota
$4K +$3.71K +350 New
AIS
321
Accurate Investment Solutions
Pennsylvania
$4K +$3.77K +355 +5,917%
QCG
322
Quadrant Capital Group
Ohio
$4K +$3.87K +365 New
FWM
323
Focused Wealth Management
New York
$3K
WCBA
324
Weaver C. Barksdale & Associates
Tennessee
$3K
AssetMark Inc
325
AssetMark Inc
California
$3K +$2.27K +214 New

VALE Hedge Fund Activity: Q4 2017 in Review

336 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2017, worth a combined $12.2B — up 22% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VALE positions and 40 closed out — a net gain of 38 holders — while 119 added to existing stakes and 99 trimmed.

The largest buyer was Capital World Investors, adding an estimated $259M. The largest seller was Capital Research Global Investors, cutting an estimated $227M.

  • 336 institutional investors held Vale (VALE) as of Q4 2017, up from 298 in Q3 2017.
  • Funds reported $12.2B of Vale stock for Q4 2017, up 22% quarter-over-quarter.
  • 78 funds opened new Vale positions in Q4 2017 and 40 closed out, a net change of +38 holders.
  • The largest Vale buyer in Q4 2017 was Capital World Investors, an estimated $259M added.
  • The largest Vale seller in Q4 2017 was Capital Research Global Investors, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2017.