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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
DIS
176
Diversified Investment Strategies
Louisiana
$227K -$3.66K -500 -2%
SFFS
177
Stonehage Fleming Financial Services
Jersey
$224K +$73.3K +10,000 +53%
WC
178
Wexford Capital
Florida
$218K +$210K +28,659 New
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$213K +$20.2K +2,753 +11%
GC
180
Gratry & Company
Ohio
$211K +$203K +27,701 New
DCM
181
Driehaus Capital Management
Illinois
$209K +$201K +27,382 New
GT
182
Glenmede Trust
Pennsylvania
$205K
TSS
183
Two Sigma Securities
New York
$203K +$87.1K +11,887 +80%
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$198K +$190K +26,000 New
LFAS
185
Level Four Advisory Services
Texas
$183K +$176K +24,075 New
HIIFS
186
Harel Insurance Investments & Financial Services
Israel
$182K -$25.6K -3,500 -13%
CCA
187
Checchi Capital Advisers
California
$179K -$94.6K -12,910 -35%
NIPH
188
NN Investment Partners Holdings
Netherlands
$176K
SCM
189
SOL Capital Management
Maryland
$175K
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$165K -$315 -43 -0.2%
FCE
191
Fiera Capital (Europe)
Cayman Islands
$159K -$21.6K -2,951 -12%
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$159K -$8.07K -1,102 -5%
MC
193
Moors & Cabot
Massachusetts
$158K -$62.5K -8,534 -29%
SFM
194
Signet Financial Management
New Jersey
$157K
CFA
195
Capstone Financial Advisors
Illinois
$152K
IT
196
Independence Trust
Tennessee
$152K +$147K +20,000 New
D.E. Shaw & Co
197
D.E. Shaw & Co
New York
$141K -$477K -65,097 -78%
RJFSA
198
Raymond James Financial Services Advisors
Florida
$141K -$1.85K -252 -1%
SPIA
199
Steward Partners Investment Advisory
New York
$132K +$127K +17,323 New
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$119K -$2.2K -300 -2%

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.