We are live on ! Find out more

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
RhumbLine Advisers
151
RhumbLine Advisers
Massachusetts
$481K -$32.2K -892 -6%
Corient Private Wealth
152
Corient Private Wealth
Florida
$474K +$23.1K +641 +5%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$472K
DGAM
154
Desjardins Global Asset Management
Quebec, Canada
$471K -$29.6K -821 -6%
CIS
155
Custom Index Systems
New York
$460K +$443K +12,285 New
CIS
156
Capital International Sarl
California
$453K
VA
157
Vident Advisory
Georgia
$452K -$7.14K -198 -2%
Daiwa Securities Group
158
Daiwa Securities Group
Japan
$449K -$260K -7,200 -38%
Wells Fargo
159
Wells Fargo
California
$424K -$95.5K -2,647 -19%
QCG
160
Quadrant Capital Group
Ohio
$393K +$26.9K +745 +8%
Pathstone Holdings
161
Pathstone Holdings
New Jersey
$386K +$372K +10,323 New
GC
162
Guggenheim Capital
Illinois
$379K +$74K +2,052 +25%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$377K +$363K +10,073 New
BCV
164
Banque Cantonale Vaudoise
Switzerland
$373K -$14.1K -392 -4%
AWS
165
Atria Wealth Solutions
New York
$369K +$355K +9,850 New
SG Americas Securities
166
SG Americas Securities
New York
$365K -$54.4K -1,507 -13%
S
167
SignatureFD
Georgia
$355K +$31.8K +881 +10%
TLCM
168
Twin Lakes Capital Management
California
$351K
HS
169
HighVista Strategies
Massachusetts
$336K
Bank of New York Mellon
170
Bank of New York Mellon
New York
$333K -$43.4K -1,204 -12%
CG
171
Caprock Group
Idaho
$330K +$28.9K +802 +10%
RWM
172
Ritholtz Wealth Management
New York
$325K +$66.5K +1,842 +27%
Cerity Partners
173
Cerity Partners
New York
$324K +$313K +8,665 New
Stifel Financial
174
Stifel Financial
Missouri
$321K +$12.8K +356 +4%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$315K -$48.2K -1,335 -14%

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.