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276 hedge funds and large institutions have $7.17B invested in Li Auto in 2021 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 92 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 30

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

58% more capital invested

Capital invested by funds: $4.54B → $7.17B (+$2.62B)

33% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 69

16% more funds holding

Funds holding: 237276 (+39)

2.93% more ownership

Funds ownership: 10.15%13.07% (+2.9%)

49% less call options, than puts

Call options by funds: $330M | Put options by funds: $645M

Holders
276
Holders Change
+39
Holders Change %
+16.46%
% of All Funds
4.25%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.25%
New
72
Increased
92
Reduced
69
Closed
30
Calls
$330M
Puts
$645M
Net Calls
-$316M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$20K
PA
227
Parallel Advisors
California
$16K +$7.84K +254 +107%
PCM
228
Penserra Capital Management
California
$13K -$5.49K -178 -30%
JWM
229
Janiczek Wealth Management
Colorado
$13K +$12.2K +396 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.9K +417 New
Koshinski Asset Management
231
Koshinski Asset Management
Illinois
$11.6K
FAG
232
Fortitude Advisory Group
Washington
$11K +$10.2K +330 New
SPIA
233
Steward Partners Investment Advisory
New York
$10K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$10K +$9.26K +300 New
EVM
235
Eaton Vance Management
Massachusetts
$9K +$771 +25 +10%
GWS
236
Glassman Wealth Services
Virginia
$9K +$1.11K +36 +15%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$9K +$8.88K +288 New
EWA
238
EverSource Wealth Advisors
Alabama
$9K +$9.01K +292 New
CFA
239
Carroll Financial Associates
North Carolina
$8K +$8.48K +275 New
TWC
240
TD Waterhouse Canada
Ontario, Canada
$7.71K +$6.17K +200 New
CFFP
241
Center for Financial Planning
Michigan
$7K
TFGT
242
TS Financial Group (TSFG)
Illinois
$7K
RFA
243
Reilly Financial Advisors
California
$6K -$1.54K -50 -21%
VNA
244
Valley National Advisers
Pennsylvania
$6K
LC
245
Lindbrook Capital
California
$6K +$5.86K +190 New
BHWM
246
Beaird Harris Wealth Management
Texas
$6K +$6.17K +200 New
MTWM
247
Masso Torrence Wealth Management
New Jersey
$6K +$6.17K +200 New
CB
248
CNB Bank
Pennsylvania
$5K
LFG
249
Larson Financial Group
Missouri
$5K
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$5K +$1.76K +57 +57%

LI Hedge Fund Activity: Q4 2021 in Review

276 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Li Auto (LI) for Q4 2021, worth a combined $7.17B — up 58% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new LI positions and 30 closed out — a net gain of 42 holders — while 92 added to existing stakes and 69 trimmed.

The largest buyer was Tiger Global Management, adding an estimated $218M. The largest seller was Discovery Value Fund, exiting entirely with an estimated $63.7M sold.

  • 276 institutional investors held Li Auto (LI) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $7.17B of Li Auto stock for Q4 2021, up 58% quarter-over-quarter.
  • 72 funds opened new Li Auto positions in Q4 2021 and 30 closed out, a net change of +42 holders.
  • The largest Li Auto buyer in Q4 2021 was Tiger Global Management, an estimated $218M added.
  • The largest Li Auto seller in Q4 2021 was Discovery Value Fund, an estimated $63.7M sold.

Based on aggregated 13F filings for Q4 2021.