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282 hedge funds and large institutions have $4.3B invested in Vale in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 84 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

18% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 84

4% more funds holding

Funds holding: 270282 (+12)

1.59% more ownership

Funds ownership: 13.74%15.33% (+1.6%)

3% more capital invested

Capital invested by funds: $4.19B → $4.3B (+$106M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

44% less call options, than puts

Call options by funds: $191M | Put options by funds: $341M

Holders
282
Holders Change
+12
Holders Change %
+4.44%
% of All Funds
7.03%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
50
Increased
99
Reduced
84
Closed
36
Calls
$191M
Puts
$341M
Net Calls
-$150M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
176
IPG Investment Advisors
California
$294K -$10.2K -1,200 -3%
Stifel Financial
177
Stifel Financial
Missouri
$283K -$18.3K -2,152 -6%
SFFS
178
Stonehage Fleming Financial Services
Jersey
$275K -$12.7K -1,500 -5%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$252K -$8.14K -958 -3%
MCM
180
McKinley Capital Management
Alaska
$251K -$667K -78,432 -73%
GT
181
Glenmede Trust
Pennsylvania
$232K
DIS
182
Diversified Investment Strategies
Louisiana
$225K
VF
183
Virtu Financial
New York
$222K +$216K +25,400 New
SMFG
184
Sumitomo Mitsui Financial Group
Japan
$221K +$215K +25,289 New
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$216K +$210K +24,738 New
Legal & General Group
186
Legal & General Group
United Kingdom
$201K -$93.5K -11,000 -32%
SCM
187
SOL Capital Management
Maryland
$201K
RJFSA
188
Raymond James Financial Services Advisors
Florida
$197K -$6.3K -741 -3%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$196K +$40.8K +4,802 +27%
FWM
190
Frontier Wealth Management
Missouri
$182K +$177K +20,829 New
CCA
191
Checchi Capital Advisers
California
$178K -$27.3K -3,211 -14%
AGM
192
Alpine Global Management
New York
$175K -$2.91M -342,577 -94%
CFA
193
Capstone Financial Advisors
Illinois
$175K
IT
194
Independence Trust
Tennessee
$175K
AGU
195
Alpine Group USVI
U.S. Virgin Islands
$175K +$170K +20,000 New
NIPH
196
NN Investment Partners Holdings
Netherlands
$156K -$45K -5,299 -23%
GC
197
Gratry & Company
Ohio
$148K -$112K -13,160 -44%
SPIA
198
Steward Partners Investment Advisory
New York
$148K +$144 +17 +0.1%
AAM
199
Advisors Asset Management
Colorado
$144K -$651K -76,605 -82%
LMGAM
200
Liberty Mutual Group Asset Management
Massachusetts
$141K +$137K +16,100 New

VALE Hedge Fund Activity: Q2 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2017, worth a combined $4.3B — up 2.5% from $4.19B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VALE positions and 36 closed out — a net gain of 14 holders — while 99 added to existing stakes and 84 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $105M. The largest seller was Amerigo Asset Management, exiting entirely with an estimated $77M sold.

  • 282 institutional investors held Vale (VALE) as of Q2 2017, up from 270 in Q1 2017.
  • Funds reported $4.3B of Vale stock for Q2 2017, up 2.5% quarter-over-quarter.
  • 50 funds opened new Vale positions in Q2 2017 and 36 closed out, a net change of +14 holders.
  • The largest Vale buyer in Q2 2017 was Arrowstreet Capital, an estimated $105M added.
  • The largest Vale seller in Q2 2017 was Amerigo Asset Management, an estimated $77M sold.

Based on aggregated 13F filings for Q2 2017.