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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
TCOV
301
Trust Company of Vermont
Vermont
$20K +$9.19K +2,000 +200%
C
302
Covestor
United Kingdom
$19K -$988 -215 -7%
JIP
303
Jaffetilchin Investment Partners
Florida
$18.4K +$12.6K +2,749 New
Nomura Asset Management
304
Nomura Asset Management
Japan
$17.4K -$765K -166,400 -98%
GWSG
305
GPS Wealth Strategies Group
Colorado
$16.7K
HWM
306
Hemington Wealth Management
Virginia
$16K +$14.7K +3,200 New
PS
307
Principal Securities
Iowa
$15.7K +$703 +153 +7%
SC
308
Stephens Consulting
Michigan
$13.4K -$377 -82 -4%
PMFA
309
Plante Moran Financial Advisors
Michigan
$13.4K
FWM
310
FSA Wealth Management
Massachusetts
$13.4K +$9.19K +2,000 New
CAL
311
Capital Advisors Ltd
Ohio
$13K
FCAS
312
First Command Advisory Services
Texas
$12.6K
BTI
313
Blue Trust Inc
Georgia
$10.8K +$506 +110 +4%
HWA
314
HHM Wealth Advisors
Tennessee
$10.8K
UCI
315
Uncommon Cents Investing
Wisconsin
$10K +$6.89K +1,500 New
FPB
316
First PREMIER Bank
South Dakota
$10K
HFS
317
Hantz Financial Services
Michigan
$10K +$230 +50 +4%
AWM
318
Activest Wealth Management
Florida
$9.71K
CAS
319
Coppell Advisory Solutions
Texas
$9.08K
WWM
320
Wolff Wiese Magana
California
$8.43K
CFGS
321
Concourse Financial Group Securities
Alabama
$8.32K -$5.22K -1,136 -48%
S
322
Sachetta
Massachusetts
$8.02K
TSMHT
323
Thurston Springer Miller Herd & Titak
Indiana
$7.93K
JWA
324
JFS Wealth Advisors
Pennsylvania
$7.32K +$2.42K +526 +92%
EWA
325
EverSource Wealth Advisors
Alabama
$7.09K -$2.35K -511 -33%

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.