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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
CANY
251
Caxton Associates (New York)
New York
$265K -$202K -13,143 -51%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$264K +$192K +12,440 New
Public Sector Pension Investment Board (PSP Investments)
253
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$261K -$217K -14,100 -53%
Tudor Investment Corp
254
Tudor Investment Corp
Connecticut
$259K +$29.9K +1,943 +19%
AIG
255
American International Group
New York
$257K +$82.2K +5,341 +79%
PWM
256
Perigon Wealth Management
California
$253K +$184K +11,930 New
OIA
257
OneDigital Investment Advisors
Kansas
$252K +$183K +11,895 New
S
258
SignatureFD
Georgia
$237K +$6.87K +446 +4%
RE
259
RBC Europe
United Kingdom
$236K +$129K +8,360 +302%
SMDAM
260
Sumitomo Mitsui DS Asset Management
Japan
$231K +$168K +10,908 New
Chevy Chase Trust
261
Chevy Chase Trust
Maryland
$229K +$166K +10,800 New
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$228K +$166K +10,769 New
GCP
263
GSA Capital Partners
United Kingdom
$227K -$175K -11,375 -52%
UCFA
264
United Capital Financial Advisors
Texas
$223K -$136K -8,838 -46%
IA
265
IFP Advisors
Florida
$221K +$126K +8,210 +346%
VIA
266
Vident Investment Advisory
Georgia
$215K -$213K -13,827 -58%
WP
267
WealthShield Partners
North Carolina
$212K -$77K -5,000 -33%
NDSI
268
Newman Dignan & Sheerar Inc
Rhode Island
$212K +$154K +9,990 New
NAM
269
NorthCoast Asset Management
Connecticut
$212K +$154K +10,000 New
SM
270
SG3 Management
Puerto Rico
$212K +$154K +10,000 New
VHAM
271
Van Hulzen Asset Management
California
$212K +$154K +10,000 New
BCV
272
Banque Cantonale Vaudoise
Switzerland
$209K -$774K -50,271 -84%
BCM
273
Bluefin Capital Management
New York
$208K -$1.83M -118,979 Closed
Brown Advisory
274
Brown Advisory
Maryland
$203K +$148K +9,600 New
MOS
275
MGO One Seven
Ohio
$202K +$147K +9,518 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.