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439 hedge funds and large institutions have $1.19B invested in NIO in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 141 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.14B → $1.19B (+$45.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.94% less ownership

Funds ownership: 14.2%9.26% (-4.9%)

7% less funds holding

Funds holding: 472439 (-33)

15% less call options, than puts

Call options by funds: $484M | Put options by funds: $567M

17% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 141

35% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 86

Holders
439
Holders Change
-33
Holders Change %
-6.99%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
117
Reduced
141
Closed
86
Calls
$484M
Puts
$567M
Net Calls
-$83.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MAI Capital Management
Ohio
$85.3K
EWM
252
Empirical Wealth Management
Washington
$85.2K -$2.43K -528 -4%
4WM
253
49 Wealth Management
Texas
$83.2K -$6.92K -1,505 -11%
NC
254
Napatree Capital
Rhode Island
$83K +$57.1K +12,425 New
BRWA
255
B. Riley Wealth Advisors
Florida
$82.8K -$76.4K -16,626 -57%
TCM
256
Traynor Capital Management
Pennsylvania
$81.6K +$25.2K +5,474 +81%
PWM
257
Perigon Wealth Management
California
$79.5K -$4.19K -912 -7%
Franklin Resources
258
Franklin Resources
California
$79.3K +$2.33K +506 +4%
AWM
259
Apollon Wealth Management
South Carolina
$78.5K +$54K +11,745 New
AQR Capital Management
260
AQR Capital Management
Connecticut
$77.7K -$164K -35,786 -75%
CAWM
261
Capital Advisors Wealth Management
Washington
$76.9K
BFS
262
Bard Financial Services
Connecticut
$76.8K
Parallax Volatility Advisers
263
Parallax Volatility Advisers
California
$75.9K +$52.2K +11,357 New
FTDI
264
First Trust Direct Indexing
Massachusetts
$75.7K +$52.1K +11,327 New
Tudor Investment Corp
265
Tudor Investment Corp
Connecticut
$74.3K -$11.7K -2,545 -19%
PA
266
PSI Advisors
Florida
$74K
AAS
267
Ameritas Advisory Services
Nebraska
$73.5K -$2.33K -508 -4%
WANY
268
Wealthspire Advisors (New York)
New York
$73.2K +$50.4K +10,965 New
BAMF
269
BI Asset Management Fondsmaeglerselskab
Denmark
$72K
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$71.9K +$49.5K +10,767 New
T
271
Tidemark
California
$70.6K
CA
272
Calton & Associates
Florida
$70.5K +$2.48K +539 +5%
FIM
273
Freedom Investment Management
Connecticut
$69.7K -$5.26K -1,144 -10%
FA
274
Fountainhead AM
New Jersey
$69.2K -$4.62K -1,005 -9%
SIS
275
Sound Income Strategies
Florida
$68.1K -$460 -100 -1%

NIO Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q3 2024, worth a combined $1.19B — up 4% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of NIO and 56 opened new positions — a net loss of 30 holders — while 141 trimmed existing stakes and 117 added.

The largest buyer was Renaissance Technologies, adding an estimated $56.2M. The largest seller was BlackRock, cutting an estimated $254M.

  • 439 institutional investors held NIO (NIO) as of Q3 2024, down from 472 in Q2 2024.
  • Funds reported $1.19B of NIO stock for Q3 2024, up 4% quarter-over-quarter.
  • 56 funds opened new NIO positions in Q3 2024 and 86 closed out, a net change of -30 holders.
  • The largest NIO buyer in Q3 2024 was Renaissance Technologies, an estimated $56.2M added.
  • The largest NIO seller in Q3 2024 was BlackRock, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2024.