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453 hedge funds and large institutions have $28.7B invested in Vale in 2021 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 181 increasing their positions, 121 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 59

50% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 121

31% more capital invested

Capital invested by funds: $21.9B → $28.7B (+$6.8B)

9% more funds holding

Funds holding: 415453 (+38)

0.24% less ownership

Funds ownership: 24.15%23.9% (-0.24%)

24% less funds holding in top 10

Funds holding in top 10: 3325 (-8)

27% less call options, than puts

Call options by funds: $1.02B | Put options by funds: $1.39B

Holders
453
Holders Change
+38
Holders Change %
+9.16%
% of All Funds
7.89%
Holding in Top 10
25
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-24.24%
% of All Funds
0.44%
New
100
Increased
181
Reduced
121
Closed
59
Calls
$1.02B
Puts
$1.39B
Net Calls
-$371M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$6.1B -$47.4M -2,264,910 -0.8%
Capital International Investors
2
Capital International Investors
California
$4.44B +$577M +27,577,497 +17%
Capital World Investors
3
Capital World Investors
California
$2.91B +$132M +6,335,463 +5%
Invesco
4
Invesco
Georgia
$1.77B +$51M +2,437,076 +3%
BlackRock
5
BlackRock
New York
$1.67B +$64.4M +3,079,763 +4%
GQG Partners
6
GQG Partners
Florida
$999M +$147M +7,017,300 +19%
Fisher Asset Management
7
Fisher Asset Management
Washington
$837M -$28.6M -1,368,227 -4%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$748M -$43.9M -2,100,330 -6%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$552M +$58.4M +2,794,614 +13%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$482M -$142M -6,805,840 -24%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$440M +$192M +9,194,635 +91%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$437M -$82M -3,921,133 -17%
State Street
13
State Street
Massachusetts
$304M +$6.42M +306,864 +2%
CII
14
Capital International Inc
California
$297M +$9.04M +432,312 +3%
Goldman Sachs
15
Goldman Sachs
New York
$277M +$873K +41,762 +0.3%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$266M -$13M -621,638 -5%
AQR Capital Management
17
AQR Capital Management
Connecticut
$263M +$24.2M +1,159,428 +11%
Bank of America
18
Bank of America
North Carolina
$246M +$39.7M +1,900,823 +21%
Vanguard Group
19
Vanguard Group
Pennsylvania
$239M +$769K +36,789 +0.4%
CCM
20
Contrarian Capital Management
Connecticut
$199M +$9.7M +463,846 +6%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$193M -$51.7M -2,470,610 -23%
JP Morgan Chase
22
JP Morgan Chase
New York
$176M -$44M -2,102,662 -21%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$176M +$1.41M +67,500 +0.9%
CCM
24
Causeway Capital Management
California
$163M -$24.3M -1,164,325 -14%
Morgan Stanley
25
Morgan Stanley
New York
$162M -$102M -4,864,040 -41%

VALE Hedge Fund Activity: Q2 2021 in Review

453 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vale (VALE) for Q2 2021, worth a combined $28.7B — up 31% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VALE positions and 59 closed out — a net gain of 41 holders — while 181 added to existing stakes and 121 trimmed.

The largest buyer was Capital International Investors, adding an estimated $577M. The largest seller was Natixis, exiting entirely with an estimated $312M sold.

  • 453 institutional investors held Vale (VALE) as of Q2 2021, up from 415 in Q1 2021.
  • Funds reported $28.7B of Vale stock for Q2 2021, up 31% quarter-over-quarter.
  • 100 funds opened new Vale positions in Q2 2021 and 59 closed out, a net change of +41 holders.
  • The largest Vale buyer in Q2 2021 was Capital International Investors, an estimated $577M added.
  • The largest Vale seller in Q2 2021 was Natixis, an estimated $312M sold.

Based on aggregated 13F filings for Q2 2021.