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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
MWM
276
Meridian Wealth Management
Kentucky
$200K +$145K +9,440 New
SPIA
277
Steward Partners Investment Advisory
New York
$199K +$85.5K +5,555 +146%
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$193K +$89.1K +5,787 +175%
FIA
279
FNY Investment Advisers
New York
$190K +$137K +8,900 +8,900%
MC
280
Maverick Capital
Texas
$185K +$134K +8,717 New
1832 Asset Management
281
1832 Asset Management
Ontario, Canada
$184K +$87.2K +5,666 +189%
GI
282
Gradient Investments
Minnesota
$180K +$7.7K +500 +6%
AAP
283
Arax Advisory Partners
Colorado
$180K +$30.9K +2,005 +31%
ED
284
Exane Derivatives
France
$177K -$272K -17,640 -68%
Credit Agricole
285
Credit Agricole
France
$160K +$115K +7,500 New
CSS
286
Cubist Systematic Strategies
Connecticut
$153K -$11.4M -740,533 -99%
NFG
287
Next Financial Group
Texas
$145K +$105K +6,846 New
GWMIA
288
Global Wealth Management Investment Advisory
Florida
$137K -$153K -9,935 -61%
ASN
289
Advisory Services Network
Georgia
$129K -$105K -6,790 -53%
Millennium Management
290
Millennium Management
New York
$115K -$14.9M -964,754 -15%
PFS
291
Prospera Financial Services
Texas
$101K +$73.1K +4,750 New
KWM
292
Kingsview Wealth Management
Oregon
$94K +$29.3K +1,900 +76%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$89K +$40K +2,600 +173%
AWM
294
Avior Wealth Management
Nebraska
$88K +$22.3K +1,448 +54%
WT
295
Whittier Trust
California
$87K +$63.4K +4,120 New
CFD
296
Creative Financial Designs
Indiana
$85K
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$85K +$62 +4 New
Schroder Investment Management Group
298
Schroder Investment Management Group
United Kingdom
$82K -$1.06M -69,142 -95%
FCB
299
First Command Bank
Texas
$76K +$55.3K +3,590 New
FCFS
300
First Command Financial Services
Texas
$76K +$55.3K +3,590 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.