We are live on ! Find out more

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
ACA
326
American Capital Advisory
Idaho
$6.87K +$4.6K +1,000 +3,448%
SCM
327
Sterling Capital Management
North Carolina
$6.68K +$4.6K +1,000 New
AF
328
Advisornet Financial
Minnesota
$6.59K +$119 +26 +3%
CFD
329
Creative Financial Designs
Indiana
$6.35K
HNB
330
Huntington National Bank
Ohio
$6.01K
NS
331
NBC Securities
Alabama
$6K
ADL
332
Asset Dedication LLC
California
$5.58K
GJIA
333
Glass Jacobson Investment Advisors
Maryland
$5.34K
AA
334
Ancora Advisors
Ohio
$5K
IA
335
IFP Advisors
Florida
$4.82K -$2.26K -492 -41%
GWM
336
Geneos Wealth Management
Colorado
$4.56K -$1.5K -326 -32%
GM
337
GeoWealth Management
Illinois
$4.43K +$3.05K +663 New
GGI
338
Godsey & Gibb Inc
Virginia
$4.34K +$2.99K +650 New
CPG
339
Cornerstone Planning Group
New Jersey
$4.16K +$460 +100 +16%
EWM
340
Evermay Wealth Management
Virginia
$4.08K
SFCL
341
Strengthening Families & Communities LLC
Massachusetts
$4.05K -$18 -4 -0.7%
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$4.02K -$1.38K -300 -33%
FHA
343
First Horizon Advisors
Tennessee
$4.01K
CIA
344
Cape Investment Advisory
Georgia
$3.9K
RS
345
Rakuten Securities
Japan
$3.71K -$5.2K -1,132 -67%
SWC
346
Spectrum Wealth Counsel
Indiana
$3.69K
UB
347
UMB Bank
Missouri
$3.67K -$3.73K -812 -60%
AIC
348
Archer Investment Corporation
Indiana
$3.55K
CA
349
Clearstead Advisors
Ohio
$3.49K
LFG
350
Larson Financial Group
Missouri
$3.37K +$1K +218 +76%

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.