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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
Toronto Dominion Bank
351
Toronto Dominion Bank
Ontario, Canada
$50K
EP
352
Eudaimonia Partners
Tennessee
$44K +$44.5K +2,547 New
HNB
353
Huntington National Bank
Ohio
$43K +$42.8K +2,452 New
FF
354
FourThought Financial
Florida
$42K +$42.2K +2,420 New
SAI
355
Systematic Alpha Investments
New Jersey
$40K
SIS
356
Sound Income Strategies
Florida
$38.9K
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$36K -$4.75K -272 -12%
CAL
358
Capital Analysts LLC
Pennsylvania
$36K +$36.6K +2,095 New
PA
359
Parallel Advisors
California
$35K -$35 -2 -0.1%
SWM
360
Spire Wealth Management
Virginia
$33K +$33.2K +1,900 New
EFSCE
361
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$54.8K -3,137 -63%
GEA
362
Glen Eagle Advisors
New Jersey
$29.5K -$4.36K -250 -13%
AssetMark Inc
363
AssetMark Inc
California
$28K +$22.4K +1,286 +389%
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K +$26.6K +1,525 New
HF
365
Halpern Financial
Virginia
$25.3K
GRP
366
Global Retirement Partners
California
$21K
TRCT
367
Tower Research Capital (TRC)
New York
$20K -$625K -35,830 -97%
PCG
368
Private Capital Group
Connecticut
$20K +$6.25K +358 +46%
CL
369
COWA LLC
Oklahoma
$18K +$17.5K +1,000 New
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$17K -$716 -41 -4%
AA
371
Ancora Advisors
Ohio
$17K +$17.5K +1,000 New
BAMG
372
Brand Asset Management Group
Missouri
$17K +$17.5K +1,000 New
ICM
373
Islay Capital Management
Texas
$17K +$17.5K +1,000 New
SC
374
Sierra Capital
Florida
$16K +$15.7K +900 New
JCM
375
Jacobi Capital Management
Pennsylvania
$14K +$1.81K +104 +15%

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.