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250 hedge funds and large institutions have $3.92B invested in Li Auto in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

10% more funds holding

Funds holding: 228250 (+22)

9% more capital invested

Capital invested by funds: $3.6B → $3.92B (+$318M)

6% more call options, than puts

Call options by funds: $871M | Put options by funds: $822M

0.26% more ownership

Funds ownership: 5.67%5.93% (+0.26%)

19% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 89

Holders
250
Holders Change
+22
Holders Change %
+9.65%
% of All Funds
3.64%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
55
Increased
72
Reduced
89
Closed
30
Calls
$871M
Puts
$822M
Net Calls
+$49.3M
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
126
Laird Norton Wetherby Wealth Management
California
$943K +$33.6K +932 +4%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$925K -$1.33K -37 -0.1%
OC
128
Optimas Capital
Hong Kong
$883K +$851K +23,600 New
FIM
129
Freedom Investment Management
Connecticut
$820K +$31.5K +873 +4%
Nomura Holdings
130
Nomura Holdings
Japan
$812K +$528K +14,644 +208%
RJA
131
Raymond James & Associates
Florida
$790K -$185K -5,138 -20%
Capstone Investment Advisors
132
Capstone Investment Advisors
New York
$731K +$458K +12,683 +185%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$728K +$117K +3,249 +20%
US Bancorp
134
US Bancorp
Minnesota
$704K -$31.1K -862 -4%
CCIA
135
Campbell & Co Investment Adviser
Maryland
$688K +$445K +12,343 +204%
AIM
136
Aigen Investment Management
New York
$653K -$109K -3,034 -15%
KAS
137
Kestra Advisory Services
Texas
$633K -$15.5K -431 -2%
CG
138
Cutler Group
California
$593K +$482K +13,353 +533%
AAIS
139
ABN AMRO Investment Solutions
$591K
VPIM
140
Vanguard Personalized Indexing Management
California
$580K -$150K -4,165 -21%
Deutsche Bank
141
Deutsche Bank
Germany
$572K
FIA
142
FNY Investment Advisers
New York
$561K +$541K +14,992 +187,400%
GS
143
GTS Securities
New York
$559K -$1.64M -45,596 -75%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$549K +$384K +10,643 +265%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$537K -$276K -7,652 -35%
PA
146
Profund Advisors
Maryland
$511K -$89.2K -2,472 -15%
LPL Financial
147
LPL Financial
California
$510K -$28.4K -786 -5%
IMC Chicago
148
IMC Chicago
Illinois
$508K -$102K -2,826 -17%
AAM
149
Advisors Asset Management
Colorado
$505K -$34.5K -957 -7%
Mariner
150
Mariner
Kansas
$486K -$46.3K -1,283 -9%

LI Hedge Fund Activity: Q4 2023 in Review

250 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Li Auto (LI) for Q4 2023, worth a combined $3.92B — up 8.8% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new LI positions and 30 closed out — a net gain of 25 holders — while 72 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $257M. The largest seller was Aspex Management (HK), exiting entirely with an estimated $186M sold.

  • 250 institutional investors held Li Auto (LI) as of Q4 2023, up from 228 in Q3 2023.
  • Funds reported $3.92B of Li Auto stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 55 funds opened new Li Auto positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest Li Auto buyer in Q4 2023 was Morgan Stanley, an estimated $257M added.
  • The largest Li Auto seller in Q4 2023 was Aspex Management (HK), an estimated $186M sold.

Based on aggregated 13F filings for Q4 2023.