Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VALE S A (VALE)

553 + Investors. Track Smart Money conviction in VALE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — VALE

Based on 507 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VALE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
507 hedge funds hold VALE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

310 buying213 selling
Last quarter: 310 funds bought or added vs 213 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new VALE position: 76 → 60 → 78 → 105. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 18% new
326 out of 507 hedge funds have held VALE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +14%, value -61%

Value
-61%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -61%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

83 → 76 → 60 → 78 → 105 new funds/Q
New funds entering each quarter: 76 → 60 → 78 → 105. A growing number of institutions are discovering VALE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 553 current holders: 388 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
42 of 507 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VALE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VALE

How many hedge funds hold VALE — quarterly history vs. share price
Quarterly hedge fund ownership of VALE vs. share price

Market Analysis: VALE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VALE

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

61 top-rated funds 4 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: VALE
2026 Q1 Stats Unlock in 22 days 553 + Investors

Track Smart Money conviction in VALE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 553 517 6.96%
13F Shares 920M 811M 13.53%
Total Value $12.04B $30.89B -61.02%
New Positions 111 82 +29
Increased Positions 262 274 -12
Closed Positions 70 61 +9
Reduced Positions 209 181 +28
Total Calls 26 33 -21.21%
Total Puts 27 23 17.39%
PUT/CALL Ratio 1.04 0.7 Neutral

Statistics: VALE

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

553 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VALE. Verified SEC 13F-HR filings.

Top 25 institutional holders of VALE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWC ASSET ADVISORS (US) LLC 16.53% 4,824,901 $76.8M
2 SURIENCE PRIVATE WEALTH LLC 2.49% 146,001 $2.3M
3 ABBINGTON INVESTMENT GROUP 2.01% 216,868 $3.5M
4 Greater Midwest Financial Group, LLC 1.60% 186,895 $3.0M
5 RWC Asset Management LLP 1.45% 2,185,070 $34.8M
6 Verde Servicos Internacionais S.A. 1.22% 249,600 $4K
7 Artemis Investment Management LLP 0.98% 5,808,527 $92.4M
8 Myriad Asset Management US LP 0.75% 31,302 $498K
9 Robeco Institutional Asset Management B.V. 0.63% 27,561,997 $438.5M
10 Advocate Investing Services LLC 0.42% 31,485 $501K
11 Oxbow Advisors, LLC 0.42% 312,615 $5.0M
12 Independent Solutions Wealth Management, LLC 0.42% 179,134 $2.9M
13 Assenagon Asset Management S.A. 0.38% 15,663,641 $249.2M
14 Everstar Asset Management, LLC 0.34% 40,000 $636K
15 Comprehensive Money Management Services LLC 0.30% 28,582 $455K
16 Larry Mathis Financial Planning, LLC 0.28% 19,861 $316K
17 FNY Investment Advisers, LLC 0.20% 29,400 —
18 Ridgewood Investments LLC 0.20% 30,854 $491K
19 SLT Holdings LLC 0.20% 18,250 $290K
20 TRUIST FINANCIAL CORP 0.20% 9,124,267 $145.2M
21 PING CAPITAL MANAGEMENT, INC. 0.18% 38,800 $617K
22 LVW Advisors, LLC 0.15% 101,427 $1.6M
23 Wealth Quarterback LLC 0.15% 23,889 $380K
24 REXFORD CAPITAL INC 0.14% 12,612 $201K
25 PROFUND ADVISORS LLC 0.14% 236,031 $3.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VALE S A (VALE)

What does the Smart Money Trend signal show for VALE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VALE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VALE?

Slight buying edge — 59% buying: Last quarter: 310 funds bought or added vs 213 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VALE holders?

Elite ownership — 45% AUM from top-100 funds: 42 of 507 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in VALE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VALE?

64% of holders stayed for 2+ years: 326 out of 507 hedge funds have held VALE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.