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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$293K -$6.42K -178 -2%
ACA
177
Atlas Capital Advisors
Wyoming
$270K +$195K +5,393 +295%
SWP
178
Stratos Wealth Partners
Ohio
$238K -$18.8K -520 -8%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$234K +$137K +3,792 +154%
EC
180
EntryPoint Capital
New York
$233K +$225K +6,223 New
MTIM
181
Marathon Trading Investment Management
Pennsylvania
$225K +$216K +6,000 New
BP
182
Ballentine Partners
Massachusetts
$223K +$215K +5,967 New
RJFSA
183
Raymond James Financial Services Advisors
Florida
$216K -$24.9K -691 -11%
HighTower Advisors
184
HighTower Advisors
Illinois
$213K -$5.99K -166 -3%
SAM
185
Shell Asset Management
Netherlands
$204K -$48.1K -1,333 -20%
AFG
186
Atomi Financial Group
New York
$202K +$195K +5,399 New
NA
187
NewEdge Advisors
Louisiana
$199K -$3.1K -86 -2%
Credit Agricole
188
Credit Agricole
France
$157K -$28.6K -792 -16%
BCM
189
Barometer Capital Management
Ontario, Canada
$135K +$130K +3,600 New
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$102K +$20.8K +576 +27%
TAM
191
Tucker Asset Management
Colorado
$98.3K -$125K -3,473 -57%
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$95K -$437K -12,124 -83%
TRCT
193
Tower Research Capital (TRC)
New York
$93.6K -$735K -20,365 -89%
PA
194
Parallel Advisors
California
$73.6K -$31.8K -882 -31%
LSA
195
Leonteq Securities AG
Switzerland
$67.6K -$278K -7,704 -81%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$67K -$505 -14 -0.8%
RS
197
Rakuten Securities
Japan
$57.2K +$55.1K +1,528 New
RIL
198
Rothschild Investment LLC
Illinois
$51.1K +$49.2K +1,365 New
LC
199
Lindbrook Capital
California
$49.7K +$6.89K +191 +17%
GWS
200
Glassman Wealth Services
Virginia
$45.2K -$3.61K -100 -8%

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.