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415 hedge funds and large institutions have $21.9B invested in Vale in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 144 increasing their positions, 121 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 53

19% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 121

12% more funds holding

Funds holding: 371415 (+44)

12% more capital invested

Capital invested by funds: $19.6B → $21.9B (+$2.29B)

1.88% more ownership

Funds ownership: 22.27%24.15% (+1.9%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

25% less call options, than puts

Call options by funds: $712M | Put options by funds: $944M

Holders
415
Holders Change
+44
Holders Change %
+11.86%
% of All Funds
7.29%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.58%
New
101
Increased
144
Reduced
121
Closed
53
Calls
$712M
Puts
$944M
Net Calls
-$233M
Net Calls Change
-$198M
Name Holding Trade Value Shares
Change
Change in
Stake
B
176
Barings
North Carolina
$2.12M -$3.15M -180,267 -60%
QSS
177
Quantitative Systematic Strategies
Florida
$2.12M -$1.81M -103,750 -46%
ATIA
178
American Trust Investment Advisors
New Hampshire
$2.1M +$2.11M +121,125 New
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.94M -$577K -33,050 -23%
Axa
180
Axa
France
$1.89M +$1.9M +108,849 New
SBH
181
Segall Bryant & Hamill
Illinois
$1.81M +$28.8K +1,650 +2%
UMC
182
United Maritime Capital
New York
$1.75M +$754K +43,181 +75%
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$1.74M +$436K +25,000 +500%
Squarepoint
184
Squarepoint
New York
$1.68M -$506K -29,006 -23%
AAM
185
Advisors Asset Management
Colorado
$1.6M +$651K +37,304 +68%
Balyasny Asset Management
186
Balyasny Asset Management
Illinois
$1.56M -$1.7M -97,494 -52%
S
187
swisspartners
Liechtenstein
$1.54M +$66.3K +3,800 +4%
LSA
188
Leonteq Securities AG
Switzerland
$1.54M -$7.99M -457,738 -84%
VLC
189
Van Leeuwen & Company
New Jersey
$1.54M +$1.54M +88,352 New
CH
190
Canton Hathaway
Rhode Island
$1.53M +$1.54M +88,300 New
MWA
191
Marshall Wace Asia
Hong Kong
$1.5M +$1.51M +86,615 New
KM
192
Kalos Management
Georgia
$1.5M +$1.15M +65,989 New
UCMOK
193
United Capital Management of KS
Kansas
$1.49M +$1.5M +85,919 New
WFI
194
West Family Investments
California
$1.46M +$3.07K +176 +0.2%
LPL Financial
195
LPL Financial
California
$1.45M +$756K +43,297 +108%
BCI
196
Brinker Capital Investments
Pennsylvania
$1.4M +$1.41M +80,722 New
JMPWA
197
JP Morgan Private Wealth Advisors
California
$1.38M +$169K +9,661 +14%
MML Investors Services
198
MML Investors Services
Massachusetts
$1.36M +$680K +38,955 +99%
RJFSA
199
Raymond James Financial Services Advisors
Florida
$1.32M +$426K +24,430 +48%
NAM
200
NorthCoast Asset Management
Connecticut
$1.31M +$1.32M +75,441 New

VALE Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2021, worth a combined $21.9B — up 12% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VALE positions and 53 closed out — a net gain of 48 holders — while 144 added to existing stakes and 121 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $929M. The largest seller was Crake Asset Management, cutting an estimated $304M.

  • 415 institutional investors held Vale (VALE) as of Q1 2021, up from 371 in Q4 2020.
  • Funds reported $21.9B of Vale stock for Q1 2021, up 12% quarter-over-quarter.
  • 101 funds opened new Vale positions in Q1 2021 and 53 closed out, a net change of +48 holders.
  • The largest Vale buyer in Q1 2021 was Capital Research Global Investors, an estimated $929M added.
  • The largest Vale seller in Q1 2021 was Crake Asset Management, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2021.