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488 hedge funds and large institutions have $15.9B invested in Vale in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 145 increasing their positions, 183 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 48

29% more capital invested

Capital invested by funds: $12.3B → $15.9B (+$3.59B)

15% more call options, than puts

Call options by funds: $920M | Put options by funds: $797M

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 464488 (+24)

0.08% more ownership

Funds ownership: 19.64%19.71% (+0.08%)

21% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 183

Holders
488
Holders Change
+24
Holders Change %
+5.17%
% of All Funds
7.84%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
81
Increased
145
Reduced
183
Closed
48
Calls
$920M
Puts
$797M
Net Calls
+$123M
Net Calls Change
+$148M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
401
Money Concepts Capital
Florida
$52.6K +$46.6K +3,099 New
HI
402
Harbour Investments
Wisconsin
$52.3K -$1.28K -85 -3%
IHWM
403
Iron Horse Wealth Management
Iowa
$52K +$26.1K +1,738 +134%
Dimensional Fund Advisors
404
Dimensional Fund Advisors
Texas
$47.6K +$6.69M +445,122 +19%
OWA
405
One Wealth Advisors
California
$45K +$39.8K +2,649 New
MCI
406
MRP Capital Investments
Georgia
$41.6K +$36.8K +2,450 New
NFSG
407
Newbridge Financial Services Group
Florida
$40.5K -$3.76K -250 -9%
PPC
408
Park Place Capital
Alabama
$39K +$34.6K +2,303 New
TRCT
409
Tower Research Capital (TRC)
New York
$38K -$361K -24,005 -92%
BONH
410
Bank of New Hampshire
New Hampshire
$35K -$6.84K -455 -18%
WTC
411
WhitTier Trust Company
Nevada
$34.9K -$198K -13,188 -87%
HDIM
412
Hanson & Doremus Investment Management
Vermont
$34K
PTC
413
Private Trust Company
Ohio
$33K +$2.18K +145 +8%
NA
414
NewEdge Advisors
Louisiana
$29.7K +$88.1K +5,858 New
JWA
415
JFS Wealth Advisors
Pennsylvania
$29.7K -$7.65K -509 -23%
CSPIA
416
Cary Street Partners Investment Advisory
Virginia
$27.9K +$24.7K +1,644 New
PP
417
Pacifica Partners
Canada
$26.2K +$8.27K +550 +55%
FCMT
418
Founders Capital Management (Texas)
Texas
$25K
HF
419
Halpern Financial
Virginia
$24.7K
SWM
420
Spire Wealth Management
Virginia
$24K +$18.1K +1,207 +604%
Axa
421
Axa
France
$22.7K
RFA
422
Resurgent Financial Advisors
Georgia
$21.4K +$18.9K +1,260 New
SBL
423
Sargent Bickham Lagudis
Colorado
$21.3K
OLVIG
424
Oliver Lagore Vanvalin Investment Group
Michigan
$18.7K -$601 -40 -3%
PGAM
425
Princeton Global Asset Management
New Jersey
$17K

VALE Hedge Fund Activity: Q4 2022 in Review

488 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2022, worth a combined $15.9B — up 29% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VALE positions and 48 closed out — a net gain of 33 holders — while 145 added to existing stakes and 183 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $508M. The largest seller was Goldman Sachs, cutting an estimated $463M.

  • 488 institutional investors held Vale (VALE) as of Q4 2022, up from 464 in Q3 2022.
  • Funds reported $15.9B of Vale stock for Q4 2022, up 29% quarter-over-quarter.
  • 81 funds opened new Vale positions in Q4 2022 and 48 closed out, a net change of +33 holders.
  • The largest Vale buyer in Q4 2022 was National Bank of Canada, an estimated $508M added.
  • The largest Vale seller in Q4 2022 was Goldman Sachs, an estimated $463M sold.

Based on aggregated 13F filings for Q4 2022.