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415 hedge funds and large institutions have $21.9B invested in Vale in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 121

12% more funds holding

Funds holding: 371415 (+44)

12% more capital invested

Capital invested by funds: $19.6B → $21.9B (+$2.29B)

1.88% more ownership

Funds ownership: 22.27%24.15% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

25% less call options, than puts

Call options by funds: $712M | Put options by funds: $944M

Holders
415
Holders Change
+44
Holders Change %
+11.86%
% of All Funds
7.29%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.58%
New
101
Increased
144
Reduced
121
Closed
53
Calls
$712M
Puts
$944M
Net Calls
-$233M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
301
Corient Capital Partners
California
$253K +$29K +1,660 +13%
SSA
302
Schonfeld Strategic Advisors
New York
$252K +$253K +14,500 New
LNC
303
Lincoln National Corp
Pennsylvania
$246K +$247K +14,132 New
GAM
304
Gould Asset Management
California
$244K -$17K -976 -7%
TIAM
305
TT International Asset Management
United Kingdom
$243K -$4.87M -279,180 -2%
BNP Paribas Asset Management
306
BNP Paribas Asset Management
France
$240K -$16.2M -929,784 -99%
V
307
Veritable
Delaware
$240K +$16.9K +971 +8%
ABA
308
American Beacon Advisors
Texas
$240K +$241K +13,800 New
CBFP
309
Cedar Brook Financial Partners
Ohio
$233K +$234K +13,400 New
KOC
310
Koss-Olinger Consulting
Florida
$227K +$228K +13,048 New
Creative Planning
311
Creative Planning
Kansas
$224K -$48.2K -2,762 -18%
CS
312
Candriam SCA
Luxembourg
$220K
DAS
313
Dynamic Advisor Solutions
Arizona
$217K +$218K +12,473 New
VPIM
314
Vanguard Personalized Indexing Management
California
$215K +$216K +12,370 New
PWS
315
Precision Wealth Strategies
Missouri
$213K +$214K +12,231 New
SW
316
SVB Wealth
Massachusetts
$212K +$8.48K +486 +4%
AP
317
Appleton Partners
Massachusetts
$212K +$213K +12,225 New
RCA
318
Reitz Capital Advisors
Michigan
$206K +$207K +11,860 New
S
319
SignatureFD
Georgia
$202K +$25.6K +1,465 +14%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$200K +$80.3K +4,603 +67%
AIM
321
Axiom Investment Management
New York
$189K +$192K +11,000 New
RWM
322
Ritholtz Wealth Management
New York
$184K +$185K +10,582 New
OWM
323
OneAscent Wealth Management
Alabama
$182K -$19.2K -1,098 -9%
Two Sigma Advisers
324
Two Sigma Advisers
New York
$181K -$9.4M -538,300 -98%
ASN
325
Advisory Services Network
Georgia
$177K +$150K +8,568 +524%

VALE Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2021, worth a combined $21.9B — up 12% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VALE positions and 53 closed out — a net gain of 48 holders — while 144 added to existing stakes and 121 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $929M. The largest seller was Crake Asset Management, cutting an estimated $304M.

  • 415 institutional investors held Vale (VALE) as of Q1 2021, up from 371 in Q4 2020.
  • Funds reported $21.9B of Vale stock for Q1 2021, up 12% quarter-over-quarter.
  • 101 funds opened new Vale positions in Q1 2021 and 53 closed out, a net change of +48 holders.
  • The largest Vale buyer in Q1 2021 was Capital Research Global Investors, an estimated $929M added.
  • The largest Vale seller in Q1 2021 was Crake Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2021.