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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
SSB
351
Sandy Spring Bank
Maryland
$6K +$4.62K +300 New
TFGT
352
TS Financial Group (TSFG)
Illinois
$6K +$4.62K +300 New
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$5K
PGAM
354
Princeton Global Asset Management
New Jersey
$5K
CCM
355
Chiron Capital Management
Florida
$5K +$3.8K +247 New
APWM
356
Atlas Private Wealth Management
New York
$4K +$3.08K +200 New
BWM
357
BNC Wealth Management
Oregon
$4K +$3.08K +200 New
GAM
358
Gemmer Asset Management
California
$4K +$3.08K +200 New
HWA
359
HHM Wealth Advisors
Tennessee
$4K +$3.08K +200 New
LDFR
360
Lehman & Derafelo Financial Resources
Pennsylvania
$4K +$3.08K +200 New
CTC
361
Central Trust Company
Missouri
$3K -$3.85K -250 -50%
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.97K +128 New
NL
363
NVWM LLC
Pennsylvania
$3K +$2.11K +137 New
IRC
364
Investors Research Corp
Georgia
$3K +$2.31K +150 New
BWA
365
BDO Wealth Advisors
Florida
$3K +$2.39K +155 New
F
366
F3Logic
Minnesota
$2.6K +$113K +7,350 +6%
GEA
367
Glen Eagle Advisors
New Jersey
$2.12K +$1.54K +100 New
WIM
368
Westside Investment Management
California
$2.12K +$1.54K +100 New
RG
369
Retirement Group
California
$2K
AA
370
Ancora Advisors
Ohio
$2K +$1.23K +80 New
BAM
371
Bellevue Asset Management
Washington
$2K +$1.45K +94 New
BFEC
372
Benjamin F. Edwards & Company
Missouri
$2K +$1.54K +100 New
IAS
373
IMA Advisory Services
Colorado
$2K +$1.54K +100 New
GWS
374
Glassman Wealth Services
Virginia
$2K +$1.69K +110 New
BHB
375
Bank Hapoalim BM
Israel
$1.83K +$1.33M +86,080 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.