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330 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 131 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.56% less ownership

Funds ownership: 19.5%18.94% (-0.56%)

6% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$825M)

9% less funds holding

Funds holding: 362330 (-32)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

39% less call options, than puts

Call options by funds: $292M | Put options by funds: $476M

48% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 131

Holders
330
Holders Change
-32
Holders Change %
-8.84%
% of All Funds
7.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
67
Increased
68
Reduced
131
Closed
97
Calls
$292M
Puts
$476M
Net Calls
-$184M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$2.23M -$60K -4,639 -3%
RGI
127
River Global Investors
United Kingdom
$2.22M
GC
128
Guggenheim Capital
Illinois
$2.21M +$14.1K +1,093 +0.7%
RJA
129
Raymond James & Associates
Florida
$2.15M -$5.38M -415,726 -72%
ARTA
130
A.R.T. Advisors
New York
$2.13M +$2.11M +162,882 New
BDS
131
Banco de Sabadell
Florida
$1.92M
SBH
132
Segall Bryant & Hamill
Illinois
$1.78M +$99.6K +7,700 +6%
First Trust Advisors
133
First Trust Advisors
Illinois
$1.69M +$191K +14,768 +13%
CG
134
Cutler Group
California
$1.68M +$1.23M +95,069 +281%
Nomura Asset Management
135
Nomura Asset Management
Japan
$1.57M -$273K -21,122 -15%
Parallax Volatility Advisers
136
Parallax Volatility Advisers
California
$1.56M -$429K -33,181 -22%
CC
137
Carrhae Capital
United Kingdom
$1.43M +$1.42M +109,522 New
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.36M +$843K +65,158 +167%
TRAM
139
Tuscan Ridge Asset Management
Illinois
$1.35M +$1.34M +103,650 New
Stifel Financial
140
Stifel Financial
Missouri
$1.27M +$395K +30,559 +46%
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$1.26M
American Century Companies
142
American Century Companies
Missouri
$1.25M -$30.2M -2,337,442 -96%
HJIM
143
Henry James International Management
New York
$1.24M -$7.74K -598 -0.6%
Wells Fargo
144
Wells Fargo
California
$1.23M -$2.41M -186,044 -66%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$1.17M -$31.5K -2,435 -3%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$1.17M +$1.16M +89,378 New
WFI
147
West Family Investments
California
$1.15M
AAM
148
Advisors Asset Management
Colorado
$1.09M -$52.3K -4,046 -5%
PA
149
Pinnacle Associates
New York
$1.07M -$861K -66,575 -45%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$1.06M +$138K +10,648 +15%

VALE Hedge Fund Activity: Q1 2019 in Review

330 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2019, worth a combined $12.3B — down 6.3% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of VALE and 67 opened new positions — a net loss of 30 holders — while 131 trimmed existing stakes and 68 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 330 institutional investors held Vale (VALE) as of Q1 2019, down from 362 in Q4 2018.
  • Funds reported $12.3B of Vale stock for Q1 2019, down 6.3% quarter-over-quarter.
  • 67 funds opened new Vale positions in Q1 2019 and 97 closed out, a net change of -30 holders.
  • The largest Vale buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Vale seller in Q1 2019 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2019.