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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
APWM
401
Atlas Private Wealth Management
New York
$3K
ACM
402
Allred Capital Management
Texas
$2.56K +$2.57K +147 New
CWM
403
Cedar Wealth Management
California
$2K
GAM
404
Gemmer Asset Management
California
$2K
SWA
405
SOA Wealth Advisors
New York
$2K
TFGT
406
TS Financial Group (TSFG)
Illinois
$2K
WT
407
Whittier Trust
California
$2K
EVM
408
Eaton Vance Management
Massachusetts
$2K +$1.75K +100 New
CFD
409
Creative Financial Designs
Indiana
$2K +$2.44K +140 New
GFPC
410
Global Financial Private Client
Florida
$1.41K
AWM
411
Avior Wealth Management
Nebraska
$1K
AWC
412
Abundance Wealth Counselors
Pennsylvania
$1K +$995 +57 New
SBL
413
Sargent Bickham Lagudis
Colorado
$1K +$1.05K +60 New
NFSG
414
Newbridge Financial Services Group
Florida
$1K +$1.31K +75 New
SCCM
415
Schafer Cullen Capital Management
New York
-$60.8M -3,628,468 Closed
OAG
416
Orbis Allan Gray
Bermuda
-$57.3M -3,419,555 Closed
PF
417
Phoenix Financial
Israel
-$52.3M -3,122,714 Closed
Adage Capital Partners
418
Adage Capital Partners
Massachusetts
-$41.9M -2,500,000 Closed
UIM
419
USS Investment Management
United Kingdom
-$39.9M -2,379,636 Closed
CC
420
Covalis Capital
United Kingdom
-$39.2M -2,340,202 Closed
SC
421
Samlyn Capital
New York
-$38.4M -2,292,290 Closed
WMSA
422
Weiss Multi-Strategy Advisers
New York
-$29M -1,733,016 Closed
IC
423
IEQ Capital
California
-$26.4M -1,575,298 Closed
Voloridge Investment Management
424
Voloridge Investment Management
Florida
-$18.4M -1,095,371 Closed
ECA
425
Encompass Capital Advisors
New York
-$15.1M -899,980 Closed

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.