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415 hedge funds and large institutions have $21.9B invested in Vale in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 121

12% more funds holding

Funds holding: 371415 (+44)

12% more capital invested

Capital invested by funds: $19.6B → $21.9B (+$2.29B)

1.88% more ownership

Funds ownership: 22.27%24.15% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

25% less call options, than puts

Call options by funds: $712M | Put options by funds: $944M

Holders
415
Holders Change
+44
Holders Change %
+11.86%
% of All Funds
7.29%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.58%
New
101
Increased
144
Reduced
121
Closed
53
Calls
$712M
Puts
$944M
Net Calls
-$233M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$40.5M -$21.6M -1,238,465 -35%
MSAGDF
52
Moneda SA Administradora General de Fondos
Chile
$39.5M +$8.05M +461,302 +25%
TAM
53
Todd Asset Management
Kentucky
$38.8M +$39M +2,231,686 New
CS
54
Credit Suisse
Switzerland
$38.3M -$55M -3,151,179 -59%
APG Asset Management
55
APG Asset Management
Netherlands
$37.6M -$5.06M -289,800 -10%
DADR
56
Dynamo Administracao de Recursos
Brazil
$36.9M +$773K +44,294 +2%
AC
57
AMS Capital
Brazil
$34M +$10.3M +587,948 +43%
Grantham, Mayo, Van Otterloo & Co (GMO)
58
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33.7M +$33.9M +1,939,700 New
Allianz Asset Management
59
Allianz Asset Management
Germany
$33.1M -$5.67M -324,900 -15%
Wells Fargo
60
Wells Fargo
California
$29.8M +$22.7M +1,300,054 +314%
UBS Group
61
UBS Group
Switzerland
$29.6M -$10.5M -604,016 -26%
SAM
62
Scopus Asset Management
New York
$28.9M -$746K -42,750 -3%
CGM
63
Capital Growth Management
Massachusetts
$27.8M -$10.5M -600,000 -27%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$26.7M +$2.96M +169,657 +14%
CIS
65
Capital International Sarl
California
$25.3M +$7.89M +451,897 +45%
Optiver Holding
66
Optiver Holding
Netherlands
$25.2M +$25.3M +1,449,672 New
SEI Investments
67
SEI Investments
Pennsylvania
$24.3M -$6.25M -358,274 -20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.4M +$23.5M +1,344,700 New
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$23.4M +$23.5M +1,344,430 New
Legal & General Group
70
Legal & General Group
United Kingdom
$22.4M
PPA
71
Parametric Portfolio Associates
Washington
$22.4M +$1.01M +57,736 +5%
DFO
72
Duquesne Family Office
New York
$22.4M +$10.4M +595,600 +86%
MWNA
73
Marshall Wace North America
New York
$22.1M +$7.32M +419,269 +49%
ACI
74
AMP Capital Investors
Australia
$21.9M -$1M -57,571 -4%
Barclays
75
Barclays
United Kingdom
$21.5M -$4.02M -230,386 -16%

VALE Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2021, worth a combined $21.9B — up 12% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VALE positions and 53 closed out — a net gain of 48 holders — while 144 added to existing stakes and 121 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $929M. The largest seller was Crake Asset Management, cutting an estimated $304M.

  • 415 institutional investors held Vale (VALE) as of Q1 2021, up from 371 in Q4 2020.
  • Funds reported $21.9B of Vale stock for Q1 2021, up 12% quarter-over-quarter.
  • 101 funds opened new Vale positions in Q1 2021 and 53 closed out, a net change of +48 holders.
  • The largest Vale buyer in Q1 2021 was Capital Research Global Investors, an estimated $929M added.
  • The largest Vale seller in Q1 2021 was Crake Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2021.