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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
Sumitomo Mitsui Trust Group
101
Sumitomo Mitsui Trust Group
Japan
$6.51M -$49.2K -3,705 -0.8%
HT
102
HAP Trading
New York
$6.35M +$6.02M +453,032 New
UCFA
103
United Capital Financial Advisors
Texas
$6.32M +$636K +47,838 +12%
Ameriprise
104
Ameriprise
Minnesota
$6.29M +$3.81M +286,870 +131%
TWI
105
Thomas White International
Illinois
$6.26M +$2.49M +187,302 +72%
CCM
106
Causeway Capital Management
California
$6.19M -$87M -6,546,977 -94%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$6.01M +$3.6M +270,828 +172%
American Century Companies
108
American Century Companies
Missouri
$5.94M -$37M -2,782,332 -87%
NAMA
109
Nikko Asset Management Americas
New York
$5.86M +$472K +35,495 +9%
Principal Financial Group
110
Principal Financial Group
Iowa
$5.72M +$878K +66,111 +19%
BBVA
111
Banco Bilbao Vizcaya Argentaria
Spain
$5.46M +$3.13M +235,524 +153%
OCAM
112
Onex Canada Asset Management
Ontario, Canada
$5.45M
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$5.42M +$2.13M +160,530 +71%
PI
114
PineBridge Investments
New York
$5.33M -$231K -17,399 -4%
First Trust Advisors
115
First Trust Advisors
Illinois
$5.24M +$1.41M +106,155 +40%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$4.99M -$770K -57,934 -14%
WCA
117
Windsor Creek Advisors
Vermont
$4.26M -$652K -49,100 -12%
TCM
118
Traynor Capital Management
Pennsylvania
$4.22M +$4M +301,199 New
PI
119
PEAK6 Investments
Illinois
$4.21M +$3.5M +263,121 +704%
QI
120
Qtron Investments
Massachusetts
$4.2M +$309K +23,264 +8%
Stifel Financial
121
Stifel Financial
Missouri
$4.12M -$862K -64,896 -18%
MA
122
Mudita Advisors
United Kingdom
$4.07M +$3.85M +290,000 New
Daiwa Securities Group
123
Daiwa Securities Group
Japan
$3.86M -$452K -34,000 -11%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$3.83M +$476K +35,804 +15%
CGH
125
Crossmark Global Holdings
Texas
$3.8M +$505K +38,020 +16%

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.