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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
SN
376
Sittner & Nelson
Oregon
$17K +$13.3K +1,000 +422%
VRM
377
Vectors Research Management
New York
$16K -$84.7K -6,378 -84%
AF
378
Advisornet Financial
Minnesota
$16K +$5.34K +402 +53%
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$15.5K -1,169 -53%
AA
380
Ancora Advisors
Ohio
$14K
ICM
381
Islay Capital Management
Texas
$14K
OIA
382
Optimum Investment Advisors
Illinois
$14K
CFD
383
Creative Financial Designs
Indiana
$14K +$5.29K +398 +68%
PGAM
384
Princeton Global Asset Management
New Jersey
$14K +$13.3K +1,000 New
SC
385
Sierra Capital
Florida
$13K
HWA
386
HHM Wealth Advisors
Tennessee
$12K
SIA
387
SkyView Investment Advisors
New Jersey
$12K +$186 +14 New
PCG
388
Private Capital Group
Connecticut
$10K -$14.1K -1,059 -59%
TJHA
389
Thomas J. Herzfeld Advisors
Florida
$10K +$638 +48 +7%
GWS
390
Glassman Wealth Services
Virginia
$10K +$3.61K +272 +59%
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.18K -89 -12%
SBL
392
Sargent Bickham Lagudis
Colorado
$9K +$7.31K +550 +917%
CWA
393
Clearview Wealth Advisors
Oregon
$8K +$678 +51 +10%
CA
394
Clearstead Advisors
Ohio
$7K
JWA
395
JFS Wealth Advisors
Pennsylvania
$7K +$6.52K +491 New
Jones Financial Companies
396
Jones Financial Companies
Missouri
$6K -$5.23K -394 -48%
AIC
397
Archer Investment Corporation
Indiana
$5.61K +$2.66K +200 +100%
GI
398
Gradient Investments
Minnesota
$5K
CFA
399
Carroll Financial Associates
North Carolina
$5K +$4.94K +372 New
LWP
400
Laurel Wealth Planning
Minnesota
$4K

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.