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431 hedge funds and large institutions have $16.4B invested in Vale in 2021 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 151 increasing their positions, 142 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 84

6% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 142

1% more funds holding

Funds holding: 428431 (+3)

0.38% less ownership

Funds ownership: 23.13%22.76% (-0.38%)

1% less call options, than puts

Call options by funds: $968M | Put options by funds: $973M

1% less capital invested

Capital invested by funds: $16.5B → $16.4B (-$178M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
431
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.63%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
90
Increased
151
Reduced
142
Closed
84
Calls
$968M
Puts
$973M
Net Calls
-$5.04M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
201
JP Morgan Private Wealth Advisors
California
$843K -$1.99M -149,827 -71%
AssetMark Inc
202
AssetMark Inc
California
$841K +$481K +36,240 +153%
TI
203
Tidal Investments
Wisconsin
$828K +$785K +59,075 New
MICM
204
Matthews International Capital Management
California
$806K -$182K -13,700 -19%
UMC
205
United Maritime Capital
New York
$800K -$19.9K -1,500 -3%
FDCDDQ
206
Federation des caisses Desjardins du Quebec
Quebec, Canada
$793K +$381K +28,644 +103%
PIMJS
207
PKO Investment Management Joint-Stock
Poland
$771K -$1.2M -90,000 -62%
KM
208
Kalos Management
Georgia
$730K +$794K +59,773 New
APA
209
American Portfolios Advisors
New York
$728K +$194K +14,611 +39%
FTDI
210
First Trust Direct Indexing
Massachusetts
$689K +$163K +12,271 +33%
AFA
211
Abacus FCF Advisors
Florida
$684K
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$674K +$12.3K +929 +2%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$665K -$146K -11,006 -19%
TD Asset Management
214
TD Asset Management
Ontario, Canada
$647K +$9.35K +704 +2%
RCM
215
Regency Capital Management
Hawaii
$641K +$607K +45,694 New
IIM
216
InTrack Investment Management
Vermont
$634K -$653K -49,146 -52%
RHBC
217
R.H. Bluestein & Co
Michigan
$631K -$133K -10,000 -18%
IWA
218
Intercontinental Wealth Advisors
Texas
$628K +$136K +10,238 +30%
MCM
219
Mitchell Capital Management
Kansas
$627K +$286K +21,505 +93%
CIM
220
Confluence Investment Management
Missouri
$570K -$135K -10,144 -20%
1WA
221
180 Wealth Advisors
Washington
$569K +$348K +26,220 +256%
RI
222
Ridgewood Investments
New Jersey
$569K +$539K +40,607 New
SAM
223
Simplify Asset Management
Nevada
$567K +$537K +40,417 New
LWAM
224
Legacy Wealth Asset Management
Minnesota
$563K +$265K +19,942 +99%
CCA
225
Checchi Capital Advisers
California
$559K -$136K -10,217 -20%

VALE Hedge Fund Activity: Q4 2021 in Review

431 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q4 2021, worth a combined $16.4B — down 1.1% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VALE positions and 84 closed out — a net gain of 6 holders — while 151 added to existing stakes and 142 trimmed.

The largest buyer was Capital International Investors, adding an estimated $214M. The largest seller was Capital Research Global Investors, cutting an estimated $480M.

  • 431 institutional investors held Vale (VALE) as of Q4 2021, up from 428 in Q3 2021.
  • Funds reported $16.4B of Vale stock for Q4 2021, down 1.1% quarter-over-quarter.
  • 90 funds opened new Vale positions in Q4 2021 and 84 closed out, a net change of +6 holders.
  • The largest Vale buyer in Q4 2021 was Capital International Investors, an estimated $214M added.
  • The largest Vale seller in Q4 2021 was Capital Research Global Investors, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2021.