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270 hedge funds and large institutions have $4.19B invested in Vale in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more funds holding in top 10

Funds holding in top 10: 411 (+7)

25% more capital invested

Capital invested by funds: $3.35B → $4.19B (+$845M)

13% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 47

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

0.09% more ownership

Funds ownership: 13.65%13.74% (+0.09%)

0% more funds holding

Funds holding: 270270 (0)

1% less call options, than puts

Call options by funds: $312M | Put options by funds: $316M

Holders
270
Holders Change
Holders Change %
0%
% of All Funds
6.72%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.27%
New
53
Increased
88
Reduced
85
Closed
47
Calls
$312M
Puts
$316M
Net Calls
-$3.79M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$2.38M +$114K +11,413 +5%
Massachusetts Financial Services
102
Massachusetts Financial Services
Massachusetts
$2.37M -$51K -5,127 -2%
CLM
103
ClearBridge LLC (Maryland)
Maryland
$2.37M +$577K +58,000 +30%
AG
104
Aperio Group
California
$2.3M +$188K +18,880 +8%
JFG
105
Jefferies Financial Group
New York
$2.25M +$2.36M +236,831 New
GCP
106
GSA Capital Partners
United Kingdom
$2.18M +$2.28M +229,401 New
Nordea Investment Management
107
Nordea Investment Management
Sweden
$2.11M +$146K +14,700 +7%
PA
108
Profund Advisors
Maryland
$2.07M +$929K +93,337 +75%
MS
109
Maven Securities
Jersey
$2.06M +$2.16M +217,044 New
JG
110
Jefferies Group
New York
$2.04M -$706K -70,928 -25%
TI
111
Trexquant Investment
Connecticut
$2.02M +$2.11M +212,331 New
AllianceBernstein
112
AllianceBernstein
Tennessee
$2M +$179K +18,008 +9%
WAM
113
World Asset Management
Michigan
$1.9M +$28K +2,817 +1%
ACI
114
AMP Capital Investors
Australia
$1.84M
BBP
115
Banco BTG Pactual
Brazil
$1.76M +$1.95M +196,187 New
RJA
116
Raymond James & Associates
Florida
$1.63M -$50.8K -5,106 -3%
NMIMC
117
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M
Comerica Bank
118
Comerica Bank
Texas
$1.57M +$25.9K +2,600 +1%
AQR Capital Management
119
AQR Capital Management
Connecticut
$1.56M +$335K +33,718 +26%
SEI Investments
120
SEI Investments
Pennsylvania
$1.48M -$1.25M -125,862 -45%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.47M +$1.56M +157,269 New
MCG
122
Meru Capital Group
New York
$1.44M
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$1.44M -$2.23M -224,606 -60%
Credit Agricole
124
Credit Agricole
France
$1.34M -$186K -18,700 -12%
CAM
125
Capstone Asset Management
Texas
$1.32M +$60.4K +6,070 +5%

VALE Hedge Fund Activity: Q1 2017 in Review

270 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2017, worth a combined $4.19B — up 25% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VALE positions and 47 closed out — a net gain of 6 holders — while 88 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Wellington Management Group, cutting an estimated $189M.

  • 270 institutional investors held Vale (VALE) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $4.19B of Vale stock for Q1 2017, up 25% quarter-over-quarter.
  • 53 funds opened new Vale positions in Q1 2017 and 47 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest Vale seller in Q1 2017 was Wellington Management Group, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2017.