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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
LC
351
Lindbrook Capital
California
$99K -$31.6K -2,379 -25%
FPS
352
Fieldpoint Private Securities
Connecticut
$86K -$553K -41,592 -87%
IRC
353
Investors Research Corp
Georgia
$69K -$7.97K -600 -11%
CTC
354
Central Trust Company
Missouri
$67K -$7.36K -554 -10%
CAL
355
Capital Analysts LLC
Pennsylvania
$58K -$1.9K -143 -3%
ME
356
McIlrath & Eck
Washington
$58K -$306 -23 -0.6%
TH
357
TCTC Holdings
Texas
$56K
Acadian Asset Management
358
Acadian Asset Management
Massachusetts
$55K -$28.9M -2,173,358 -100%
SWM
359
Spire Wealth Management
Virginia
$53K +$14.6K +1,098 +41%
GLLW
360
Graves Light Lenhart Wealth
Virginia
$47K
EW
361
Evoke Wealth
California
$45K
HI
362
Harbour Investments
Wisconsin
$43K -$24.2K -1,821 -37%
SCA
363
Stonebridge Capital Advisors
Minnesota
$41K -$1.58K -119 -4%
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K +$16K +1,204 +71%
HNB
365
Huntington National Bank
Ohio
$39K -$8.06K -607 -18%
GWSG
366
GPS Wealth Strategies Group
Colorado
$30K +$23.9K +1,800 +534%
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$28K
CA
368
Cornerstone Advisory
Maryland
$28K +$26.6K +2,000 New
SGAM
369
Smith Group Asset Management
Texas
$25K +$3.72K +280 +19%
ST
370
Smithfield Trust
Pennsylvania
$24K +$22.3K +1,678 New
EWA
371
EverSource Wealth Advisors
Alabama
$24K +$22.7K +1,708 New
SSB
372
Sandy Spring Bank
Maryland
$22K +$4.52K +340 +28%
IA
373
IFP Advisors
Florida
$21K -$81.2K -6,112 -81%
HF
374
Halpern Financial
Virginia
$20.4K
JIR
375
James Investment Research
Ohio
$17K -$2.42K -182 -13%

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.