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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
Capital International Investors
1
Capital International Investors
California
$2.86B +$214M +16,114,413 +9%
Capital Research Global Investors
2
Capital Research Global Investors
California
$2.73B -$480M -36,118,094 -16%
Capital World Investors
3
Capital World Investors
California
$1.88B +$54M +4,065,408 +3%
Invesco
4
Invesco
Georgia
$1.12B +$2.88M +216,573 +0.3%
BlackRock
5
BlackRock
New York
$921M -$76.9M -5,784,523 -8%
Fisher Asset Management
6
Fisher Asset Management
Washington
$434M -$51.6M -3,885,489 -11%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$346M +$142M +10,693,528 +76%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$322M +$140M +10,568,268 +85%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$294M -$50.4M -3,790,244 -15%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$252M +$4.38M +329,793 +2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$225M +$61.7M +4,643,734 +41%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$213M -$246M -18,541,028 -55%
OAG
13
Orbis Allan Gray
Bermuda
$213M +$202M +15,180,232 New
Baillie Gifford & Co
14
Baillie Gifford & Co
United Kingdom
$198M +$793K +59,719 +0.4%
State Street
15
State Street
Massachusetts
$189M -$14.9M -1,119,294 -8%
CII
16
Capital International Inc
California
$185M +$683K +51,373 +0.4%
Lazard Asset Management
17
Lazard Asset Management
New York
$179M +$153M +11,535,429 +916%
AQR Capital Management
18
AQR Capital Management
Connecticut
$175M -$5.86M -440,728 -3%
Goldman Sachs
19
Goldman Sachs
New York
$157M -$3.63M -273,540 -2%
Morgan Stanley
20
Morgan Stanley
New York
$148M +$24.8M +1,865,236 +21%
Bank of America
21
Bank of America
North Carolina
$135M -$6.47M -487,024 -5%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$134M +$40M +3,011,572 +46%
Renaissance Technologies
23
Renaissance Technologies
New York
$126M +$61.3M +4,614,704 +105%
Vanguard Group
24
Vanguard Group
Pennsylvania
$122M +$274K +20,630 +0.2%
CCM
25
Contrarian Capital Management
Connecticut
$118M -$2.25M -169,005 -2%

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.