Li Auto
237 hedge funds and large institutions have $5.38B invested in Li Auto in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 30 closing their positions.
148% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 40
127% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 30
95% more capital invested
Capital invested by funds: $2.76B → $5.38B (+$2.62B)
19% more funds holding
Funds holding: 199 → 237 (+38)
3.01% more ownership
Funds ownership: 7.58% → 10.59% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
50% less call options, than puts
Call options by funds: $336M | Put options by funds: $670M
Top Buyers
| 1 |
BlackRock
New York
|
+$318M |
| 2 |
Goldman Sachs
New York
|
+$152M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$132M |
| 4 |
State Street
Boston,
Massachusetts
|
+$115M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
Top Sellers
| 1 |
Coatue Management
New York
|
-$267M |
| 2 |
DVF
Discovery Value Fund
Singapore
|
-$112M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$89M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$39.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
251
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$243K | -9,688 | Closed |
|
|
FIA
252
FNY Investment Advisers
New York
| – | -$18K | -750 | Closed |
|
|
MWP
253
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$18K | -724 | Closed |
|
|
VFA
254
Valeo Financial Advisors
Carmel,
Indiana
| – | -$15K | -600 | Closed |
|
|
BDS
255
Banco de Sabadell
Miami,
Florida
| – | -$13K | -555 | Closed |
|
256
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$12K | -500 | Closed |
|
|
NFG
257
Next Financial Group
Houston,
Texas
| – | -$13K | -500 | Closed |
|
|
EP
258
Eudaimonia Partners
Winchester,
Tennessee
| – | -$5K | -200 | Closed |
|
|
MF
259
Manchester Financial
Westlake Village,
California
| – | -$5K | -200 | Closed |
|
|
WAP
260
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$5K | -200 | Closed |
|
|
SFS
261
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$2K | -100 | Closed |
|
|
BCA
262
Berman Capital Advisors
Atlanta,
Georgia
| – | +$609 | +26 | New |
|
LI Hedge Fund Activity: Q2 2021 in Review
237 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Li Auto (LI) for Q2 2021, worth a combined $5.38B — up 95% from $2.76B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LI positions and 30 closed out — a net gain of 38 holders — while 99 added to existing stakes and 40 trimmed.
The largest buyer was BlackRock, adding an estimated $318M. The largest seller was Coatue Management, cutting an estimated $267M.
- 237 institutional investors held Li Auto (LI) as of Q2 2021, up from 199 in Q1 2021.
- Funds reported $5.38B of Li Auto stock for Q2 2021, up 95% quarter-over-quarter.
- 68 funds opened new Li Auto positions in Q2 2021 and 30 closed out, a net change of +38 holders.
- The largest Li Auto buyer in Q2 2021 was BlackRock, an estimated $318M added.
- The largest Li Auto seller in Q2 2021 was Coatue Management, an estimated $267M sold.
Based on aggregated 13F filings for Q2 2021.