VALE icon

Vale
VALE

Overview Fund Activity

341 hedge funds and large institutions have $12.9B invested in Vale in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 132 increasing their positions, 109 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
7.83%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
53
Increased
132
Reduced
109
Closed
44
Calls
$242M
Puts
$482M
Net Calls
-$240M
Net Calls Change
+$69.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$548M
2
OAG
Orbis Allan Gray
Bermuda
+$426M
3
O
OppenheimerFunds
New York
+$183M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$175M
5
Capital World Investors
Capital World Investors
California
+$84.9M

Top Sellers

1
SII
Silchester International Investors
United Kingdom
-$184M
2
BlackRock
BlackRock
New York
-$121M
3
Aberdeen Group
Aberdeen Group
United Kingdom
-$112M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$110M
5
Renaissance Technologies
Renaissance Technologies
New York
-$91.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$13K +$657 +50 +5%
VFA
302
Valeo Financial Advisors
Indiana
$13K +$13K +1,000 New
PA
303
Parallel Advisors
California
$12K – – –
APA
304
American Portfolios Advisors
New York
$9.48K +$9.48K +745 New
JCM
305
Jacobi Capital Management
Pennsylvania
$9K +$7.71K +600 +600%
TSW
306
Thompson Siegel & Walmsley
Virginia
$8K – – –
KF
307
Krilogy Financial
Missouri
$8K – – –
Envestnet Asset Management
308
Envestnet Asset Management
Illinois
$7K +$1.44K +95 +26%
CWM
309
Cedar Wealth Management
California
$7K +$4.46K +350 +175%
VCM
310
Virtue Capital Management
Tennessee
$7K +$7K +534 New
APP
311
Avantax Planning Partners
Iowa
$7K +$7K +577 New
WTC
312
WhitTier Trust Company
Nevada
$6K – – –
CTC
313
Central Trust Company
Missouri
$6K – – –
CFN
314
Cordasco Financial Network
Florida
$6K – – –
FANJ
315
Financial Architects (New Jersey)
New Jersey
$6K +$3.6K +300 +150%
CAGAS
316
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +500 New
CAW
317
Cornerstone Advisors (Washington)
Washington
$5K +$1.08K +92 +27%
AssetMark Inc
318
AssetMark Inc
California
$5K +$2.35K +189 +88%
IIC
319
Integrated Investment Consultants
Michigan
$5K +$5K +400 New
AAP
320
Arax Advisory Partners
Colorado
$4K -$5.68K -497 -59%
GI
321
Gradient Investments
Minnesota
$4K – – –
QCG
322
Quadrant Capital Group
Ohio
$4K – – –
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$4K +$72 +6 +2%
GBBWRPM
324
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$4K +300 New
BFEC
325
Benjamin F. Edwards & Company
Missouri
$3K – – –
11 12
13
14 15