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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
FRM
201
Fox Run Management
Connecticut
$174K +$182K +18,300 New
MC
202
Moors & Cabot
Massachusetts
$173K -$25.7K -2,585 -13%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$167K -$32.7K -3,286 -16%
SPIA
204
Steward Partners Investment Advisory
New York
$160K -$3.88K -390 -2%
ST
205
Spot Trading
Illinois
$155K -$546K -54,922 -77%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$149K -$199 -20 -0.1%
HighTower Advisors
207
HighTower Advisors
Illinois
$139K -$2.08M -209,131 -93%
RCM
208
RNC Capital Management
California
$133K
HF
209
HRT Financial
New York
$132K +$139K +13,983 New
BIM
210
Baldwin Investment Management
Pennsylvania
$130K
WS
211
Wedbush Securities
California
$123K +$20.6K +2,075 +19%
V
212
Veritable
Delaware
$120K
CB
213
Chemical Bank
Michigan
$114K +$119K +11,975 New
CC
214
Cadinha & Co
Hawaii
$109K +$114K +11,500 New
CS
215
Candriam SCA
Luxembourg
$107K
NCCM
216
Nine Chapters Capital Management
New Jersey
$107K +$112K +11,300 New
SB
217
Simmons Bank
Arkansas
$104K -$13.7K -1,375 -11%
RJT
218
Raymond James Trust
Florida
$101K +$106K +10,667 New
AIA
219
AGF Investments America
Ontario, Canada
$95K +$1.78K +179 +2%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$87K
RWA
221
Ropes Wealth Advisors
Massachusetts
$85K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$78K -$29.5K -2,970 -27%
IA
223
IFP Advisors
Florida
$74K -$10.6K -1,061 -12%
US Bancorp
224
US Bancorp
Minnesota
$73K +$18.6K +1,871 +32%
NSIM
225
North Star Investment Management
Illinois
$66K

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.