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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
Stifel Financial
176
Stifel Financial
Missouri
$330K -$64.4K -6,470 -16%
Legal & General Group
177
Legal & General Group
United Kingdom
$323K
TD Asset Management
178
TD Asset Management
Ontario, Canada
$321K +$34.8K +3,497 +12%
SFFS
179
Stonehage Fleming Financial Services
Jersey
$313K +$39.8K +4,000 +14%
QC
180
Quadrature Capital
United Kingdom
$306K -$5.48M -551,036 -94%
FCE
181
Fiera Capital (Europe)
Cayman Islands
$288K +$92.2K +9,264 +44%
GC
182
Gratry & Company
Ohio
$286K +$23.4K +2,355 +9%
LNWWM
183
Laird Norton Wetherby Wealth Management
California
$283K +$17.5K +1,757 +6%
LFAS
184
Level Four Advisory Services
Texas
$281K +$57.4K +5,770 +24%
First Trust Advisors
185
First Trust Advisors
Illinois
$271K -$24.6K -2,471 -8%
HIIFS
186
Harel Insurance Investments & Financial Services
Israel
$253K +$38.8K +3,900 +16%
DIS
187
Diversified Investment Strategies
Louisiana
$245K -$39.8K -4,000 -13%
PP
188
Paloma Partners
Connecticut
$234K +$96.5K +9,703 +65%
GT
189
Glenmede Trust
Pennsylvania
$232K -$25.2K -2,534 -9%
CCA
190
Checchi Capital Advisers
California
$223K -$468 -47 -0.2%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$221K +$47.1K +4,736 +26%
NIPH
192
NN Investment Partners Holdings
Netherlands
$220K
ID
193
Integral Derivatives
New York
$220K +$231K +23,204 New
SCM
194
SOL Capital Management
Maryland
$218K
CI
195
Capital Innovations
Wisconsin
$209K +$119K +11,990 +120%
SFM
196
Signet Financial Management
New Jersey
$195K
CFA
197
Capstone Financial Advisors
Illinois
$190K
IT
198
Independence Trust
Tennessee
$190K
Wolverine Trading
199
Wolverine Trading
Illinois
$183K -$1.02M -102,468 -84%
Mitsubishi UFJ Trust & Banking
200
Mitsubishi UFJ Trust & Banking
Japan
$180K +$188K +18,900 New

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.