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Vale
VALE

Overview Fund Activity

350 hedge funds and large institutions have $17.9B invested in Vale in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+7
Holders Change %
+2.04%
% of All Funds
8.01%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
52
Increased
104
Reduced
123
Closed
44
Calls
$300M
Puts
$509M
Net Calls
-$209M
Net Calls Change
-$63M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.05B
2
Fisher Asset Management
Fisher Asset Management
Washington
$506M
3
IAM
Impala Asset Management
Florida
$72.7M
4
Ameriprise
Ameriprise
Minnesota
$97.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$84M

Top Sellers

1
SGDR
SPX Gestao de Recursos
Brazil
$2.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.48B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BlackRock
BlackRock
New York
$1.12B
5
Aberdeen Group
Aberdeen Group
United Kingdom
$906M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Parallel Advisors
California
$19K – – –
PWAG
302
Polaris Wealth Advisory Group
California
$19K +$19K +1,300 New
VFA
303
Valeo Financial Advisors
Indiana
$15K – – –
NSIM
304
North Star Investment Management
Illinois
$15K – – –
OIA
305
OneDigital Investment Advisors
Kansas
$15K – – –
FA
306
Fortis Advisors
Pennsylvania
$15K – – –
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$14K -$18.2K -1,222 -57%
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
LFA
309
Legacy Financial Advisors
Kentucky
$14K +$3.71K +262 +36%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$11.2K +$11.2K +755 New
ASN
311
Advisory Services Network
Georgia
$10K – – –
JCM
312
Jacobi Capital Management
Pennsylvania
$10K – – –
FGAM
313
Financial Gravity Asset Management
Texas
$10K +$204 +15 +2%
AssetMark Inc
314
AssetMark Inc
California
$10K +$1.47K +96 +17%
CAW
315
Cornerstone Advisors (Washington)
Washington
$10K +$3.04K +215 +44%
KF
316
Krilogy Financial
Missouri
$10K +$10K +649 New
IBOK
317
Independence Bank of Kentucky
Kentucky
$10K +$10K +698 New
KPCM
318
Kings Point Capital Management
New York
$10K +$10K +700 New
TJHA
319
Thomas J. Herzfeld Advisors
Florida
$8K -$4.39K -289 -35%
QCG
320
Quadrant Capital Group
Ohio
$8K -$2.92K -219 -27%
CWM
321
Cedar Wealth Management
California
$8K – – –
LM
322
Luminus Management
Texas
$7.24K -$8.53K -575,137 -54%
FANJ
323
Financial Architects (New Jersey)
New Jersey
$7K -$11.2K -800 -62%
CTC
324
Central Trust Company
Missouri
$7K – – –
CFN
325
Cordasco Financial Network
Florida
$7K – – –
11 12
13
14 15