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431 hedge funds and large institutions have $16.4B invested in Vale in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 84

6% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 142

1% more funds holding

Funds holding: 428431 (+3)

0.38% less ownership

Funds ownership: 23.13%22.76% (-0.38%)

1% less call options, than puts

Call options by funds: $968M | Put options by funds: $973M

1% less capital invested

Capital invested by funds: $16.5B → $16.4B (-$178M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
431
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
90
Increased
151
Reduced
142
Closed
84
Calls
$968M
Puts
$973M
Net Calls
-$5.04M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
301
SVB Wealth
Massachusetts
$210K -$234K -17,616 -54%
HIA
302
Harbor Investment Advisory
Maryland
$209K -$14.1K -1,062 -7%
PAM
303
Private Asset Management
California
$208K -$46.5K -3,500 -19%
LNC
304
Lincoln National Corp
Pennsylvania
$208K -$5.96K -449 -3%
SG
305
StoneX Group
New York
$207K +$196K +14,781 New
GAM
306
Gould Asset Management
California
$207K +$9.9K +745 +5%
EGM
307
Engineers Gate Manager
New York
$206K -$454K -34,170 -70%
Mariner
308
Mariner
Kansas
$206K +$196K +14,724 New
ET
309
Equitable Trust
Tennessee
$199K -$89.9K -6,765 -32%
LFAS
310
Level Four Advisory Services
Texas
$193K -$98.9K -7,442 -35%
FA
311
FDx Advisors
Illinois
$191K -$218K -16,439 -55%
PWM
312
Perigon Wealth Management
California
$191K +$181K +13,615 New
Pacer Advisors
313
Pacer Advisors
Pennsylvania
$187K +$66.6K +5,010 +60%
IFG
314
Independent Financial Group
California
$186K +$176K +13,278 New
LSV Asset Management
315
LSV Asset Management
Illinois
$184K
Verition Fund Management
316
Verition Fund Management
Connecticut
$184K +$174K +13,096 New
BNP Paribas Asset Management
317
BNP Paribas Asset Management
France
$182K
Cetera Investment Advisers
318
Cetera Investment Advisers
Illinois
$175K +$166K +12,467 New
VPIM
319
Vanguard Personalized Indexing Management
California
$174K +$164K +12,377 New
IC
320
Intersect Capital
California
$173K +$164K +12,340 New
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$169K +$83K +6,247 +107%
QCG
322
Quadrant Capital Group
Ohio
$168K +$7.61K +573 +5%
BOPW
323
Brandywine Oak Private Wealth
Pennsylvania
$168K +$160K +12,051 New
NL
324
NWAM LLC
Washington
$167K +$158K +11,927 New
AP
325
Appleton Partners
Massachusetts
$165K

VALE Hedge Fund Activity: Q4 2021 in Review

431 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2021, worth a combined $16.4B — down 1.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VALE positions and 84 closed out — a net gain of 6 holders — while 151 added to existing stakes and 142 trimmed.

The largest buyer was Capital International Investors, adding an estimated $214M. The largest seller was Capital Research Global Investors, cutting an estimated $480M.

  • 431 institutional investors held Vale (VALE) as of Q4 2021, up from 428 in Q3 2021.
  • Funds reported $16.4B of Vale stock for Q4 2021, down 1.1% quarter-over-quarter.
  • 90 funds opened new Vale positions in Q4 2021 and 84 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q4 2021 was Capital International Investors, an estimated $214M added.
  • The largest Vale seller in Q4 2021 was Capital Research Global Investors, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.