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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
Schroder Investment Management Group
201
Schroder Investment Management Group
United Kingdom
$44.6K +$2.27K +63 +6%
HIIFS
202
Harel Insurance Investments & Financial Services
Israel
$43K -$38.7K -1,072 -48%
YDMI
203
Y.D. More Investments
Israel
$37.4K -$36.1K -1,000 -50%
SC
204
Stephens Consulting
Michigan
$37.4K
BTI
205
Blue Trust Inc
Georgia
$34K -$39.9K -1,106 -54%
PVH
206
Psagot Value Holdings
Israel
$28K -$20.6K -570 -43%
CFGS
207
Concourse Financial Group Securities
Alabama
$24.7K -$27.8K -770 -54%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$24.3K
KWAG
209
Kiely Wealth Advisory Group
North Carolina
$21.4K +$1.91K +53 New
SSB
210
Sandy Spring Bank
Maryland
$18.7K +$18K +500 New
W
211
WealthCollab
Washington
$15K +$14.5K +402 New
HBW
212
Hazlett, Burt & Watson
West Virginia
$15K
CFS
213
CGC Financial Services
Oregon
$13.6K
ASN
214
Advisory Services Network
Georgia
$12.6K +$12.2K +337 New
CA
215
Clearstead Advisors
Ohio
$12.4K -$12K -332 -50%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$11.2K
BL
217
BFSG LLC
California
$11.2K +$10.8K +300 New
LA
218
LM Advisors
California
$11.2K +$10.8K +300 New
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$10.4K -$13.3M -368,360 -100%
SPIA
220
Steward Partners Investment Advisory
New York
$10.3K
AF
221
Allworth Financial
California
$9.39K +$1.51K +42 +20%
TWC
222
TD Waterhouse Canada
Ontario, Canada
$9.38K
TFGT
223
TS Financial Group (TSFG)
Illinois
$8K
EWA
224
EverSource Wealth Advisors
Alabama
$6.92K +$180 +5 +3%
FGAM
225
Financial Gravity Asset Management
Texas
$6.67K +$2.99K +83 +80%

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.