We are live on ! Find out more

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
PP
401
Pacifica Partners
Canada
$4K
ACK
402
Andrew C. Karlinski
$4K +$3.85K +290 New
BWL
403
Bogart Wealth LLC
Virginia
$3K -$2.19K -165 -44%
CWA
404
Carolina Wealth Advisors
South Carolina
$3K
BAM
405
Byrne Asset Management
New Jersey
$3K +$2.66K +200 New
ZIG
406
Zullo Investment Group
Pennsylvania
$3K +$2.66K +200 New
SAM
407
Strategic Asset Management
Minnesota
$3K +$3.12K +235 New
SWA
408
SOA Wealth Advisors
New York
$2K
SIS
409
Sound Income Strategies
Florida
$2K
WT
410
Whittier Trust
California
$2K
BIA
411
Bell Investment Advisors
California
$2K +$1.12K +84 +150%
DHGWA
412
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.45K +109 New
FBT
413
First Bank & Trust
South Dakota
$2K +$1.75K +132 New
FGAM
414
Financial Gravity Asset Management
Texas
$1.68K +$2.19K +165 +143%
NFSG
415
Newbridge Financial Services Group
Florida
$1K -$3.52K -265 -78%
AWM
416
Avior Wealth Management
Nebraska
$1K
BFEC
417
Benjamin F. Edwards & Company
Missouri
$1K
CWM
418
Cedar Wealth Management
California
$1K
MIM
419
Macroview Investment Management
Maryland
$1K
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K
HR
421
Howe & Rusling
New York
$1K +$558 +42 New
HS
422
Horan Securities
United States
$1K +$664 +50 New
RDFA
423
Ritter Daniher Financial Advisory
Ohio
$1K +$797 +60 New
FCMA
424
Foresight Capital Management Advisors
Michigan
$1K +$1.12K +84 New
RWA
425
RGT Wealth Advisors
Texas
$1K +$1.13K +85 New

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.