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483 hedge funds and large institutions have $21.4B invested in Vale in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 185 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more funds holding in top 10

Funds holding in top 10: 1129 (+18)

92% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 62

53% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 121

31% more capital invested

Capital invested by funds: $16.4B → $21.4B (+$5.04B)

12% more funds holding

Funds holding: 431483 (+52)

1.74% less ownership

Funds ownership: 22.76%21.02% (-1.7%)

20% less call options, than puts

Call options by funds: $639M | Put options by funds: $794M

Holders
483
Holders Change
+52
Holders Change %
+12.06%
% of All Funds
7.62%
Holding in Top 10
29
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+163.64%
% of All Funds
0.46%
New
119
Increased
185
Reduced
121
Closed
62
Calls
$639M
Puts
$794M
Net Calls
-$155M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
26
Mondrian Investment Partners
United Kingdom
$130M +$41M +2,369,343 +57%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$115M +$45.2M +2,610,147 +83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
28
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$114M +$98.8M +5,704,100 New
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$106M -$73.1M -4,224,619 -44%
American Century Companies
30
American Century Companies
Missouri
$106M +$84.7M +4,891,887 +1,154%
Man Group
31
Man Group
United Kingdom
$101M +$51M +2,943,156 +139%
JP Morgan Chase
32
JP Morgan Chase
New York
$98.6M -$7.45M -430,185 -8%
VanEck Associates
33
VanEck Associates
New York
$96.2M +$17.6M +1,014,012 +27%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$95.8M -$281M -16,231,475 -77%
CS
35
Credit Suisse
Switzerland
$91.3M +$25.1M +1,449,108 +47%
DIGDR
36
Dynamo Internacional Gestao de Recursos
Brazil
$75.1M -$33.9M -1,955,092 -34%
Jane Street
37
Jane Street
New York
$70M +$34.5M +1,991,763 +132%
T2I
38
Turim 21 Investimentos
Brazil
$69.6M -$26.5M -1,530,110 -31%
CGPCS
39
Capital Group Private Client Services
California
$67.7M +$18.3M +1,055,016 +45%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$66.4M -$340M -19,628,714 -86%
TAM
41
Todd Asset Management
Kentucky
$65.9M +$6.78M +391,663 +13%
SGDR
42
SPX Gestao de Recursos
Brazil
$62.8M +$54.4M +3,140,703 New
CCM
43
Cullen Capital Management
New York
$60.9M +$5.01M +289,361 +11%
Credit Agricole
44
Credit Agricole
France
$57.7M -$663K -38,280 -1%
Holocene Advisors
45
Holocene Advisors
New York
$56.8M +$25.6M +1,478,586 +109%
DCM
46
Driehaus Capital Management
Illinois
$56.2M -$46.8M -2,701,977 -49%
UIM
47
USS Investment Management
United Kingdom
$52.2M +$3.97M +229,373 +10%
NONA
48
Ninety One North America
New York
$52.1M -$14.1M -816,429 -24%
Citigroup
49
Citigroup
New York
$51.2M +$6.33M +365,482 +17%
Fidelity International
50
Fidelity International
Bermuda
$50.7M -$82.9K -4,786 -0.2%

VALE Hedge Fund Activity: Q1 2022 in Review

483 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2022, worth a combined $21.4B — up 31% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new VALE positions and 62 closed out — a net gain of 57 holders — while 185 added to existing stakes and 121 trimmed.

The largest buyer was GQG Partners, adding an estimated $248M. The largest seller was Capital International Investors, cutting an estimated $814M.

  • 483 institutional investors held Vale (VALE) as of Q1 2022, up from 431 in Q4 2021.
  • Funds reported $21.4B of Vale stock for Q1 2022, up 31% quarter-over-quarter.
  • 119 funds opened new Vale positions in Q1 2022 and 62 closed out, a net change of +57 holders.
  • The largest Vale buyer in Q1 2022 was GQG Partners, an estimated $248M added.
  • The largest Vale seller in Q1 2022 was Capital International Investors, an estimated $814M sold.

Based on aggregated 13F filings for Q1 2022.