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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
CAM
326
Cresset Asset Management
Illinois
$164K -$79.1K -5,953 -34%
SCA
327
Snowden Capital Advisors
New York
$163K -$47.8K -3,599 -24%
NFG
328
Next Financial Group
Texas
$163K +$50.7K +3,815 +48%
RIA
329
Realta Investment Advisors
Delaware
$163K +$154K +11,599 New
CAM
330
Cozad Asset Management
Illinois
$162K -$66.8K -5,030 -30%
FHA
331
Flagship Harbor Advisors
Massachusetts
$160K +$717 +54 +0.5%
KPWS
332
Kestra Private Wealth Services
Texas
$154K +$146K +10,993 New
KeyBank National Association
333
KeyBank National Association
Ohio
$154K +$146K +11,018 New
CAN
334
Cetera Advisor Networks
California
$152K -$61K -4,588 -30%
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$151K +$143K +10,739 New
RFC
336
Regions Financial Corp
Alabama
$150K -$19.4K -1,464 -12%
ECM
337
Evergreen Capital Management
Washington
$146K +$138K +10,390 New
ACA
338
Atlas Capital Advisors
Wyoming
$144K -$334K -25,158 -71%
MC
339
Maverick Capital
Texas
$141K +$48.4K +3,642 +57%
EVM
340
Eaton Vance Management
Massachusetts
$141K +$133K +9,983 New
CPC
341
Congress Park Capital
New York
$140K -$294K -22,100 -69%
GF
342
Gabelli Funds
New York
$140K
QFA
343
Quattro Financial Advisors
Texas
$140K
SO
344
STRS Ohio
Ohio
$140K
LPIC
345
LeJeune Puetz Investment Counsel
Michigan
$140K +$133K +10,000 New
FF
346
FourThought Financial
Florida
$137K +$18.2K +1,367 +16%
FP
347
Financial Perspectives
Minnesota
$125K -$20.9K -1,570 -15%
LTI
348
Laffer Tengler Investments
Tennessee
$114K +$41.4K +3,117 +62%
MHR
349
Matthew Hamilton Rosenberg
$109K -$6.51K -490 -6%
RPCONE
350
Retirement Planning Company of New England
Rhode Island
$102K +$97.4K +7,330 New

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.