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270 hedge funds and large institutions have $3.35B invested in Vale in 2016 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 67 increasing their positions, 91 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $2.34B → $3.35B (+$1.01B)

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 259270 (+11)

0.46% more ownership

Funds ownership: 13.19%13.65% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 91

39% less call options, than puts

Call options by funds: $235M | Put options by funds: $385M

Holders
270
Holders Change
+11
Holders Change %
+4.25%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
58
Increased
67
Reduced
91
Closed
41
Calls
$235M
Puts
$385M
Net Calls
-$150M
Net Calls Change
-$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$422K
Ameriprise
152
Ameriprise
Minnesota
$414K -$58.5K -7,979 -13%
WFI
153
West Family Investments
California
$405K
QT
154
Quantbot Technologies
New York
$393K -$1.75M -238,987 -82%
NIT
155
NumerixS Investment Technologies
British Columbia, Canada
$390K +$375K +51,200 New
PAM
156
Private Asset Management
California
$386K -$1.91M -260,820 -84%
CM
157
CoreCommodity Management
Connecticut
$374K +$5.95K +812 +2%
AT
158
Arden Trust
Delaware
$363K +$349K +47,644 New
PL
159
Parkwood LLC
Ohio
$363K +$349K +47,680 New
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$352K -$49.7K -6,781 -13%
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$343K -$43.3K -5,914 -12%
Creative Planning
162
Creative Planning
Kansas
$340K +$72.9K +9,944 +29%
MIFH
163
Migdal Insurance & Financial Holdings
Israel
$332K +$308K +42,000 New
VF
164
Virtu Financial
New York
$320K +$308K +42,005 New
SCM
165
Shelton Capital Management
Colorado
$316K
Stifel Financial
166
Stifel Financial
Missouri
$311K +$85.2K +11,634 +40%
CCM
167
Cadence Capital Management
Massachusetts
$296K -$14K -1,912 -5%
ICOA
168
Investment Centers of America
North Dakota
$295K -$13.2K -1,806 -4%
AL
169
Airain Ltd
Guernsey
$277K -$260K -35,471 -49%
MWM
170
Meridian Wealth Management
Kentucky
$276K +$196K +26,740 New
Legal & General Group
171
Legal & General Group
United Kingdom
$259K -$95.2K -13,000 -28%
SCM
172
Stevens Capital Management
Pennsylvania
$258K -$459K -62,612 -65%
IIA
173
IPG Investment Advisors
California
$256K
First Trust Advisors
174
First Trust Advisors
Illinois
$236K +$114K +15,527 +100%
TD Asset Management
175
TD Asset Management
Ontario, Canada
$231K -$17.6K -2,403 -7%

VALE Hedge Fund Activity: Q4 2016 in Review

270 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2016, worth a combined $3.35B — up 43% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VALE positions and 41 closed out — a net gain of 17 holders — while 67 added to existing stakes and 91 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $60.5M. The largest seller was Silchester International Investors, cutting an estimated $154M.

  • 270 institutional investors held Vale (VALE) as of Q4 2016, up from 259 in Q3 2016.
  • Funds reported $3.35B of Vale stock for Q4 2016, up 43% quarter-over-quarter.
  • 58 funds opened new Vale positions in Q4 2016 and 41 closed out, a net change of +17 holders.
  • The largest Vale buyer in Q4 2016 was Wellington Management Group, an estimated $60.5M added.
  • The largest Vale seller in Q4 2016 was Silchester International Investors, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2016.