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383 hedge funds and large institutions have $9.73B invested in NIO in 2020 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

204% more capital invested

Capital invested by funds: $3.2B → $9.73B (+$6.53B)

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

84% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 73

38% more funds holding

Funds holding: 278383 (+105)

2.85% less ownership

Funds ownership: 45.75%42.89% (-2.9%)

35% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $1.96B

Holders
383
Holders Change
+105
Holders Change %
+37.77%
% of All Funds
7.73%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
157
Increased
134
Reduced
73
Closed
49
Calls
$1.27B
Puts
$1.96B
Net Calls
-$688M
Net Calls Change
-$412M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
226
DnB Asset Management
Norway
$381K +$276K +17,942 New
SFS
227
Sowell Financial Services
Arkansas
$379K +$200K +12,988 +265%
MAFM
228
Mid Atlantic Financial Management
Pennsylvania
$373K +$130K +8,475 New
AW
229
ACG Wealth
Georgia
$373K +$270K +17,565 New
Truist Financial
230
Truist Financial
North Carolina
$371K +$269K +17,462 New
MML Investors Services
231
MML Investors Services
Massachusetts
$366K -$53.7K -3,489 -17%
CF
232
Copperwynd Financial
Arizona
$359K +$75.4K +4,900 +41%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$346K
BBCM
234
Boardman Bay Capital Management
New York
$345K +$250K +16,258 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$340K
RWP
236
RWA Wealth Partners
Massachusetts
$331K +$240K +15,600 New
AWM
237
Avitas Wealth Management
California
$329K +$239K +15,519 New
SW
238
SteelPeak Wealth
California
$324K +$235K +15,248 New
NIM
239
NXG Investment Management
Texas
$322K +$28.7K +1,861 +14%
CG
240
Cutler Group
California
$320K +$148K +9,583 +174%
CLOS
241
Compagnie Lombard Odier SCmA
Switzerland
$304K -$1.09M -70,700 -83%
DTL
242
Dynamic Technology Lab
Singapore
$302K -$23.6K -1,531 -10%
VFA
243
Valeo Financial Advisors
Indiana
$298K +$135K +8,780 +166%
CB
244
Commerce Bank
Missouri
$297K +$216K +14,000 New
HighTower Advisors
245
HighTower Advisors
Illinois
$287K +$36K +2,335 +21%
GAM
246
Griffin Asset Management
New York
$286K +$208K +13,490 New
FRM
247
Fox Run Management
Connecticut
$273K +$198K +12,883 New
FMP
248
Financial Management Professionals
Texas
$271K -$14.1K -914 -7%
AIP
249
Almanack Investment Partners
Pennsylvania
$271K +$100K +6,520 New
IC
250
IEQ Capital
California
$266K +$193K +12,520 New

NIO Hedge Fund Activity: Q3 2020 in Review

383 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q3 2020, worth a combined $9.73B — up 204% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new NIO positions and 49 closed out — a net gain of 108 holders — while 134 added to existing stakes and 73 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $172M. The largest seller was D.E. Shaw & Co, cutting an estimated $117M.

  • 383 institutional investors held NIO (NIO) as of Q3 2020, up from 278 in Q2 2020.
  • Funds reported $9.73B of NIO stock for Q3 2020, up 204% quarter-over-quarter.
  • 157 funds opened new NIO positions in Q3 2020 and 49 closed out, a net change of +108 holders.
  • The largest NIO buyer in Q3 2020 was Baillie Gifford & Co, an estimated $172M added.
  • The largest NIO seller in Q3 2020 was D.E. Shaw & Co, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2020.