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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
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$117M +$9.38M +706,389 +9%
SCP
27
Soroban Capital Partners
New York
$108M +$102M +7,695,011 New
OCM
28
Oaktree Capital Management
California
$108M +$22.4M +1,685,252 +28%
IUHSA
29
Itau Unibanco Holding S.A.
Brazil
$101M +$45.5M +3,425,813 +88%
Deutsche Bank
30
Deutsche Bank
Germany
$98.8M +$3.98M +299,503 +4%
DIGDR
31
Dynamo Internacional Gestao de Recursos
Brazil
$80.1M +$9.84M +740,374 +15%
DCM
32
Driehaus Capital Management
Illinois
$77.3M +$73.2M +5,512,832 New
JP Morgan Chase
33
JP Morgan Chase
New York
$75.2M -$117M -8,777,119 -62%
T2I
34
Turim 21 Investimentos
Brazil
$70.3M +$66.6M +5,012,976 New
MIP
35
Mondrian Investment Partners
United Kingdom
$58.2M +$55.1M +4,150,802 New
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$56.3M +$53.3M +4,012,602 New
VanEck Associates
37
VanEck Associates
New York
$53.2M +$8.86M +667,155 +21%
Macquarie Group
38
Macquarie Group
Australia
$52.3M +$15M +1,130,781 +44%
NONA
39
Ninety One North America
New York
$48M +$4.82M +362,900 +12%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$44.1M +$4.59M +345,488 +12%
CS
41
Credit Suisse
Switzerland
$43.7M +$8.77M +659,955 +27%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$43M +$13.8M +1,035,214 +51%
Credit Agricole
43
Credit Agricole
France
$41M +$38.2M +2,878,122 +6,328%
TAM
44
Todd Asset Management
Kentucky
$40.8M -$2.3M -172,768 -6%
CCM
45
Cullen Capital Management
New York
$38.6M -$2.69M -202,359 -7%
Northern Trust
46
Northern Trust
Illinois
$38.4M +$398K +29,975 +1%
MMH
47
Menora Mivtachim Holdings
Israel
$37.7M -$38.2M -2,875,000 -52%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35.8M -$11.9M -899,000 -26%
Fidelity International
49
Fidelity International
Bermuda
$35.7M -$7.59M -571,081 -18%
UBS Group
50
UBS Group
Switzerland
$34.5M +$4.69M +352,901 +17%

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.