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330 hedge funds and large institutions have $12.3B invested in Vale in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 68 increasing their positions, 131 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

0.56% less ownership

Funds ownership: 19.5%18.94% (-0.56%)

6% less capital invested

Capital invested by funds: $13.1B → $12.3B (-$825M)

9% less funds holding

Funds holding: 362330 (-32)

31% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 97

39% less call options, than puts

Call options by funds: $292M | Put options by funds: $476M

48% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 131

Holders
330
Holders Change
-32
Holders Change %
-8.84%
% of All Funds
7.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
67
Increased
68
Reduced
131
Closed
97
Calls
$292M
Puts
$476M
Net Calls
-$184M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
201
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$273K -$477K -36,900 -64%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$270K -$153K -11,809 -36%
PP
203
Paloma Partners
Connecticut
$269K -$52.4K -4,054 -16%
WSCM
204
Wellington Shields Capital Management
New York
$261K +$259K +20,000 New
USAA
205
United Services Automobile Association
Texas
$258K -$69.5K -5,371 -21%
BWM
206
BigSur Wealth Management
Florida
$257K
FRM
207
Fox Run Management
Connecticut
$255K +$253K +19,522 New
GCP
208
GSA Capital Partners
United Kingdom
$253K +$251K +19,372 New
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$234K -$165K -12,735 -42%
VCWA
210
Vanguard Capital Wealth Advisors
Colorado
$230K -$60.4K -4,668 -21%
BCM
211
Bayesian Capital Management
New York
$229K +$28.5K +2,200 +14%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$219K -$101K -7,844 -32%
CCIA
213
Campbell & Co Investment Adviser
Maryland
$214K +$212K +16,364 New
IAA
214
Independent Advisor Alliance
North Carolina
$211K +$209K +16,134 New
Walleye Capital
215
Walleye Capital
New York
$208K +$206K +15,900 New
TC
216
TownSquare Capital
Utah
$205K -$13.7K -1,061 -6%
BOPW
217
Brandywine Oak Private Wealth
Pennsylvania
$193K +$8.42K +651 +5%
DWM
218
Dorchester Wealth Management
Quebec, Canada
$192K -$51.7K -4,000 -21%
BTS
219
BB&T Securities
Virginia
$189K +$188K +14,519 New
GA
220
GFS Advisors
Texas
$188K
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$186K -$76.3K -5,897 -29%
OAC
222
OMERS Administration Corp
Ontario, Canada
$185K +$177K +13,700 New
ECM
223
ExodusPoint Capital Management
New York
$184K +$182K +14,097 New
RCM
224
RNC Capital Management
California
$183K
SM
225
SG3 Management
Puerto Rico
$183K +$181K +14,000 New

VALE Hedge Fund Activity: Q1 2019 in Review

330 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q1 2019, worth a combined $12.3B — down 6.3% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of VALE and 67 opened new positions — a net loss of 30 holders — while 131 trimmed existing stakes and 68 added.

The largest buyer was Capital Research Global Investors, adding an estimated $1.05B. The largest seller was Capital World Investors, cutting an estimated $245M.

  • 330 institutional investors held Vale (VALE) as of Q1 2019, down from 362 in Q4 2018.
  • Funds reported $12.3B of Vale stock for Q1 2019, down 6.3% quarter-over-quarter.
  • 67 funds opened new Vale positions in Q1 2019 and 97 closed out, a net change of -30 holders.
  • The largest Vale buyer in Q1 2019 was Capital Research Global Investors, an estimated $1.05B added.
  • The largest Vale seller in Q1 2019 was Capital World Investors, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2019.