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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
MWM
151
Meridian Wealth Management
Kentucky
$658K +$423K +42,550 +159%
AT
152
Arden Trust
Delaware
$636K +$193K +19,353 +41%
BCM
153
Bluefin Capital Management
New York
$634K +$664K +66,721 New
Millennium Management
154
Millennium Management
New York
$632K -$9.56M -960,457 -94%
CIP
155
Cornerstone Investment Partners
Georgia
$628K -$507 -51 -0.1%
Mirae Asset Global Investments
156
Mirae Asset Global Investments
South Korea
$611K +$181K +18,155 +39%
DWM
157
Dorchester Wealth Management
Quebec, Canada
$609K -$23.9K -2,400 -4%
Lazard Asset Management
158
Lazard Asset Management
New York
$606K +$635K +63,807 New
BWM
159
BigSur Wealth Management
Florida
$573K -$176K -17,702 -20%
TSS
160
Two Sigma Securities
New York
$542K +$303K +30,408 +114%
Franklin Resources
161
Franklin Resources
California
$526K
CM
162
CoreCommodity Management
Connecticut
$525K +$62K +6,227 +13%
WFI
163
West Family Investments
California
$504K
BA
164
Boston Advisors
Massachusetts
$456K -$356K -35,800 -43%
MIFH
165
Migdal Insurance & Financial Holdings
Israel
$439K +$39.8K +4,000 +10%
B
166
Bailard
California
$428K +$448K +45,000 New
SCM
167
Shelton Capital Management
Colorado
$394K
CCM
168
Cadence Capital Management
Massachusetts
$389K +$21.5K +2,162 +6%
PAM
169
Private Asset Management
California
$388K -$98.5K -9,900 -20%
ICOA
170
Investment Centers of America
North Dakota
$374K -$527 -53 -0.1%
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$364K +$165K +16,612 +77%
AG
172
Advisor Group
Arizona
$362K -$500K -50,277 -57%
Creative Planning
173
Creative Planning
Kansas
$361K -$65.1K -6,543 -15%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$333K +$348K +35,000 New
IIA
175
IPG Investment Advisors
California
$331K +$11.9K +1,200 +4%

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.