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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
HWA
376
HHM Wealth Advisors
Tennessee
$12K
GI
377
Gradient Investments
Minnesota
$12K +$6.11K +350 +100%
Jones Financial Companies
378
Jones Financial Companies
Missouri
$12K +$6.88K +394 +134%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$12K +$12.5K +718 New
GWS
380
Glassman Wealth Services
Virginia
$11K +$611 +35 +6%
AF
381
Allworth Financial
California
$11K +$11.5K +660 New
MS
382
Mizuho Securities
Japan
$10K -$12.2K -700 -54%
AF
383
Advisornet Financial
Minnesota
$9K
CA
384
Clearstead Advisors
Ohio
$9K
CFN
385
Cordasco Financial Network
Florida
$9K
CWA
386
Clearview Wealth Advisors
Oregon
$9K +$367 +21 +4%
TJHA
387
Thomas J. Herzfeld Advisors
Florida
$9K +$2.04K +117 +31%
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.73K +500 New
MWP
389
Meridian Wealth Partners
Pennsylvania
$8K +$8K +458 New
HPC
390
HM Payson & Co
Maine
$7K
RWB
391
RMR Wealth Builders
New Jersey
$7K
SGAM
392
Smith Group Asset Management
Texas
$7K +$873 +50 +15%
RCA
393
Ranch Capital Advisors
Florida
$6K
BAM
394
Bellevue Asset Management
Washington
$5K +$2.15K +123 +72%
GWSG
395
GPS Wealth Strategies Group
Colorado
$5K +$5.88K +337 New
CWA
396
Carolina Wealth Advisors
South Carolina
$4K
SN
397
Sittner & Nelson
Oregon
$4K
BCA
398
Berman Capital Advisors
Georgia
$4K +$1.69K +97 +55%
FMP
399
Financial Management Professionals
Texas
$4K +$3.74K +214 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$4K +$4.36K +250 New

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.