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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
KPCM
326
Kings Point Capital Management
New York
$25K +$18.5K +1,200 New
FWM
327
Focused Wealth Management
New York
$23K -$60.8K -3,950 -79%
LC
328
Lindbrook Capital
California
$23K +$1.54K +100 +10%
TFA
329
Toth Financial Advisory
Virginia
$22K +$15.7K +1,019 New
FHA
330
Flagship Harbor Advisors
Massachusetts
$21K -$97.8K -6,350 -86%
HPC
331
HM Payson & Co
Maine
$21K +$6.16K +400 +67%
LFG
332
LifePlan Financial Group
Ohio
$21K +$14.9K +970 New
CHC
333
City Holding Co
West Virginia
$21K +$15.4K +1,000 New
JWM
334
Jeppson Wealth Management
California
$21K +$15.4K +1,000 New
BFC
335
Bedel Financial Consulting
Indiana
$16K +$11.5K +750 New
FP
336
Financial Perspectives
Minnesota
$15.9K +$3.85K +250 +50%
WCG
337
Weaver Consulting Group
California
$13K +$9.31K +605 New
GT
338
Glenmede Trust
Pennsylvania
$12K +$6.3K +409 +205%
RIA
339
RPG Investment Advisory
California
$12K +$8.7K +565 New
JWA
340
JFS Wealth Advisors
Pennsylvania
$11K
PA
341
Parallel Advisors
California
$11K +$3.42K +222 +81%
FPB
342
First PREMIER Bank
South Dakota
$11K +$7.7K +500 New
PCG
343
Private Capital Group
Connecticut
$11K +$7.7K +500 New
FFA
344
Founders Financial Alliance
North Carolina
$10K +$6.93K +450 New
JCM
345
Jacobi Capital Management
Pennsylvania
$9K -$727K -47,246 -99%
HFRG
346
Houlihan Financial Resource Group
Virginia
$9K +$3.08K +200 New
AIC
347
Archer Investment Corporation
Indiana
$8.49K +$6.16K +400 New
Lazard Asset Management
348
Lazard Asset Management
New York
$8K +$6.16K +400 New
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$6K
SBL
350
Sargent Bickham Lagudis
Colorado
$6K

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.