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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
FCH
301
Freestone Capital Holdings
Washington
$74.2K +$53.8K +3,495 New
MIFH
302
Migdal Insurance & Financial Holdings
Israel
$71K -$308 -20 -0.6%
FRA
303
Front Row Advisors
California
$68K +$19.2K +1,250 New
OIA
304
Optimum Investment Advisors
Illinois
$64K +$46.2K +3,000 New
QCG
305
Quadrant Capital Group
Ohio
$61K +$6.87K +446 +18%
US Bancorp
306
US Bancorp
Minnesota
$56K +$31.3K +2,032 +339%
HIIFS
307
Harel Insurance Investments & Financial Services
Israel
$53K +$38.5K +2,500 New
MCA
308
Mercer Capital Advisers
New Jersey
$53K +$38.5K +2,500 New
AF
309
Advisornet Financial
Minnesota
$48K +$14.2K +925 +70%
GWM
310
Geneos Wealth Management
Colorado
$44K -$90.8K -5,900 -71%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
311
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$44K +$32.1K +2,085 New
NSIM
312
North Star Investment Management
Illinois
$42K
APA
313
American Portfolios Advisors
New York
$36.1K +$7.71K +501 +42%
CFGS
314
Concourse Financial Group Securities
Alabama
$36K +$26.2K +1,700 New
Bank Julius Baer & Co
315
Bank Julius Baer & Co
Switzerland
$34K +$24.4K +1,582 New
HNB
316
Huntington National Bank
Ohio
$32K
CB
317
CNB Bank
Pennsylvania
$32K +$15.4K +1,000 +200%
TRCT
318
Tower Research Capital (TRC)
New York
$31K +$1.25K +81 +6%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$31K +$22.8K +1,483 New
PCM
320
Penserra Capital Management
California
$30K -$29.6K -1,920 -57%
EP
321
Eudaimonia Partners
Tennessee
$30K +$21.6K +1,402 New
GRP
322
Global Retirement Partners
California
$29K +$3.08K +200 +17%
AA
323
Advisory Alpha
Michigan
$28K +$20.1K +1,305 New
CCMW
324
Cypress Capital Management (Wyoming)
Wyoming
$25K +$17.6K +1,145 New
FHC
325
First Horizon Corporation
Tennessee
$25K +$18.5K +1,200 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.