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330 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 131 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.56% less ownership

Funds ownership: 19.5%18.94% (-0.56%)

6% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$825M)

9% less funds holding

Funds holding: 362330 (-32)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

39% less call options, than puts

Call options by funds: $292M | Put options by funds: $476M

48% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 131

Holders
330
Holders Change
-32
Holders Change %
-8.84%
% of All Funds
7.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
67
Increased
68
Reduced
131
Closed
97
Calls
$292M
Puts
$476M
Net Calls
-$184M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
301
Private Capital Group
Connecticut
$5K
BCA
302
Berman Capital Advisors
Georgia
$5K +$1.88K +145 +53%
CFB
303
Cullen/Frost Bankers
Texas
$5K +$4.92K +380 New
SMFS
304
Squar Milner Financial Services
California
$5K +$5.74K +444 New
AssetMark Inc
305
AssetMark Inc
California
$4K -$1.05K -81 -23%
FGAM
306
Financial Gravity Asset Management
Texas
$4K +$3.67K +284 New
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$3K -$69.2K -5,350 -96%
ACS
308
Archford Capital Strategies
Illinois
$3K
FWM
309
Focused Wealth Management
New York
$3K
MS
310
Mizuho Securities
Japan
$3K +$2.59K +200 New
FHB
311
First Hawaiian Bank
Hawaii
$2K
HNB
312
Huntington National Bank
Ohio
$2K
NFG
313
Next Financial Group
Texas
$2K
WT
314
Whittier Trust
California
$2K
RIA
315
Realta Investment Advisors
Delaware
$2K +$1.95K +151 New
NCM
316
Nelson Capital Management
California
$2K +$2K +155 New
NFH
317
NEXT Financial Holdings
Texas
$2K +$2.37K +183 New
CFGS
318
Concourse Financial Group Securities
Alabama
$2K +$2.69K +208 New
IA
319
IFP Advisors
Florida
$1K -$34.9K -2,699 -98%
BHWM
320
Bay Harbor Wealth Management
Maryland
$1K
CBT
321
Capital Bank & Trust
California
$1K
FRA
322
Front Row Advisors
California
$1K
MSA
323
Marino Stram & Associates
Massachusetts
$1K
WTC
324
WhitTier Trust Company
Nevada
$1K
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$1K +$944 +73 New

VALE Hedge Fund Activity: Q1 2019 in Review

330 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2019, worth a combined $12.3B — down 6.3% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of VALE and 67 opened new positions — a net loss of 30 holders — while 131 trimmed existing stakes and 68 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 330 institutional investors held Vale (VALE) as of Q1 2019, down from 362 in Q4 2018.
  • Funds reported $12.3B of Vale stock for Q1 2019, down 6.3% quarter-over-quarter.
  • 67 funds opened new Vale positions in Q1 2019 and 97 closed out, a net change of -30 holders.
  • The largest Vale buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Vale seller in Q1 2019 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2019.