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453 hedge funds and large institutions have $28.7B invested in Vale in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 121 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

50% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 121

31% more capital invested

Capital invested by funds: $21.9B → $28.7B (+$6.8B)

9% more funds holding

Funds holding: 415453 (+38)

0.24% less ownership

Funds ownership: 24.15%23.9% (-0.24%)

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

27% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.39B

Holders
453
Holders Change
+38
Holders Change %
+9.16%
% of All Funds
7.89%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.44%
New
100
Increased
181
Reduced
121
Closed
59
Calls
$1.02B
Puts
$1.39B
Net Calls
-$371M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
401
Halpern Financial
Virginia
$33.3K
JIR
402
James Investment Research
Ohio
$32K +$29.8K +1,427 New
JEST
403
JTC Employer Solutions Trustee
Jersey
$29K +$26.3K +1,256 New
SN
404
Sittner & Nelson
Oregon
$28K +$20.9K +1,000 +422%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$25K +$8.91K +426 +62%
AA
406
Ancora Advisors
Ohio
$23K
ICM
407
Islay Capital Management
Texas
$23K
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$23K
FNBOSM
409
First National Bank of South Miami
Florida
$23K +$20.9K +1,000 New
AWA
410
Arkadios Wealth Advisors
Georgia
$22K +$20.3K +969 New
SC
411
Sierra Capital
Florida
$21K
FMP
412
Financial Management Professionals
Texas
$20K +$13.9K +666 +311%
JCM
413
Jacobi Capital Management
Pennsylvania
$18K
HWA
414
HHM Wealth Advisors
Tennessee
$16K
GWS
415
Glassman Wealth Services
Virginia
$15K -$167 -8 -1%
TJHA
416
Thomas J. Herzfeld Advisors
Florida
$15K +$3.07K +147 +30%
PWP
417
Personal Wealth Partners
Minnesota
$15K +$13.6K +650 New
GI
418
Gradient Investments
Minnesota
$13K -$3.14K -150 -21%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$13K -$3.03K -145 -20%
SMFG
420
Sumitomo Mitsui Financial Group
Japan
$13K +$11.5K +550 New
CMF
421
Counterpoint Mutual Funds
California
$13K +$12.3K +588 New
CWA
422
Clearview Wealth Advisors
Oregon
$12K
AF
423
Advisornet Financial
Minnesota
$11K
CA
424
Clearstead Advisors
Ohio
$11K
HPC
425
HM Payson & Co
Maine
$9K

VALE Hedge Fund Activity: Q2 2021 in Review

453 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2021, worth a combined $28.7B — up 31% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VALE positions and 59 closed out — a net gain of 41 holders — while 181 added to existing stakes and 121 trimmed.

The largest buyer was Capital International Investors, adding an estimated $577M. The largest seller was Natixis, exiting entirely with an estimated $312M sold.

  • 453 institutional investors held Vale (VALE) as of Q2 2021, up from 415 in Q1 2021.
  • Funds reported $28.7B of Vale stock for Q2 2021, up 31% quarter-over-quarter.
  • 100 funds opened new Vale positions in Q2 2021 and 59 closed out, a net change of +41 holders.
  • The largest Vale buyer in Q2 2021 was Capital International Investors, an estimated $577M added.
  • The largest Vale seller in Q2 2021 was Natixis, an estimated $312M sold.

Based on aggregated 13F filings for Q2 2021.