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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.69B +$929M +53,246,270 +25%
Capital International Investors
2
Capital International Investors
California
$2.9B +$716M +41,008,285 +33%
Capital World Investors
3
Capital World Investors
California
$2.11B +$162M +9,300,995 +8%
Invesco
4
Invesco
Georgia
$1.31B +$212M +12,127,395 +19%
BlackRock
5
BlackRock
New York
$1.22B +$152M +8,719,367 +14%
Fisher Asset Management
6
Fisher Asset Management
Washington
$662M -$39M -2,234,182 -6%
GQG Partners
7
GQG Partners
Florida
$639M +$142M +8,117,941 +28%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$607M -$21.4M -1,223,778 -3%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$485M +$6.46M +370,163 +1%
Baillie Gifford & Co
10
Baillie Gifford & Co
United Kingdom
$401M -$12.1M -694,215 -3%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$372M -$17.1M -982,003 -4%
N
12
Natixis
France
$312M -$97.5M -5,583,767 -24%
State Street
13
State Street
Massachusetts
$222M +$5.86M +335,452 +3%
CII
14
Capital International Inc
California
$219M -$4.5M -257,999 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$214M +$79.6M +4,560,885 +59%
Goldman Sachs
16
Goldman Sachs
New York
$210M +$63.3M +3,627,299 +43%
Morgan Stanley
17
Morgan Stanley
New York
$208M -$37.2M -2,130,247 -15%
CAM
18
Crake Asset Management
United Kingdom
$192M -$304M -17,404,656 -61%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$190M -$10.3M -591,082 -5%
DIGDR
20
Dynamo Internacional Gestao de Recursos
Brazil
$184M -$7.2M -412,662 -4%
Vanguard Group
21
Vanguard Group
Pennsylvania
$181M -$742K -42,525 -0.4%
AQR Capital Management
22
AQR Capital Management
Connecticut
$180M +$28.2M +1,614,324 +18%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$175M -$5.3M -303,604 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$170M +$26.3M +1,507,260 +18%
Bank of America
25
Bank of America
North Carolina
$154M +$38.1M +2,181,434 +33%

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.