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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
NP
151
NS Partners
United Kingdom
$1.04M +$1.03M +80,000 New
WAM
152
World Asset Management
Michigan
$1.04M
B
153
Bailard
California
$1.04M -$1.03M -80,000 -50%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$984K +$147K +11,384 +18%
CIP
155
Cornerstone Investment Partners
Georgia
$861K
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$838K -$433K -33,470 -34%
FTUS
157
Flow Traders U.S.
New York
$819K +$811K +62,716 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$814K -$56.7M -4,385,326 -99%
DTL
159
Dynamic Technology Lab
Singapore
$778K +$771K +59,589 New
EMG
160
Ellington Management Group
Connecticut
$757K +$750K +58,000 New
Franklin Resources
161
Franklin Resources
California
$724K
TG
162
TCW Group
California
$701K -$219K -16,900 -24%
LPL Financial
163
LPL Financial
California
$699K -$127K -9,793 -15%
Credit Agricole
164
Credit Agricole
France
$616K -$1.14M -87,861 -65%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$583K -$82.6K -6,387 -13%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$559K -$73.2K -5,662 -12%
ACA
167
Atlas Capital Advisors
Wyoming
$555K -$61.5K -4,752 -10%
Sumitomo Mitsui Trust Group
168
Sumitomo Mitsui Trust Group
Japan
$549K -$793K -61,300 -59%
ABC
169
Anchor Bolt Capital
Illinois
$542K -$29.3M -2,264,386 -98%
BCM
170
Bluefin Capital Management
New York
$531K +$526K +40,667 New
CCA
171
Checchi Capital Advisers
California
$520K +$2.77K +214 +0.5%
TRCT
172
Tower Research Capital (TRC)
New York
$504K +$499K +38,592 New
RIM
173
Redwood Investment Management
Arizona
$464K +$460K +35,520 New
PAM
174
Private Asset Management
California
$461K +$457K +35,300 New
RHBC
175
R.H. Bluestein & Co
Michigan
$457K

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.