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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
CHC
351
City Holding Co
West Virginia
$3.34K
OIA
352
Optimum Investment Advisors
Illinois
$3.34K
RIL
353
Rothschild Investment LLC
Illinois
$3.34K
SWM
354
Sanctuary Wealth Management
Idaho
$3.34K
MIA
355
MeadowBrook Investment Advisors
Michigan
$3.01K
HGERS
356
Householder Group Estate & Retirement Specialist
Arizona
$3K
OP
357
ORG Partners
Indiana
$2.74K +$276 +60 +17%
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$2.67K -$414 -90 -18%
CSB
359
City State Bank
Iowa
$2.67K
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.57K
TCM
361
Tradewinds Capital Management
Washington
$2.38K +$1.26K +275 +335%
CFFP
362
Center for Financial Planning
Michigan
$2.37K
CA
363
CoreCap Advisors
Michigan
$2.27K -$2.73K -595 -64%
HIA
364
Harbor Investment Advisory
Maryland
$2.01K -$873 -190 -39%
AP
365
Aspect Partners
Virginia
$2K
CA
366
Centerpoint Advisors
Massachusetts
$2K
Lazard Asset Management
367
Lazard Asset Management
New York
$2K
MFC
368
Mechanics Financial Corp
Ohio
$1.67K
PGAM
369
Princeton Global Asset Management
New Jersey
$1.67K
FFWM
370
Future Financial Wealth Management
Ohio
$1.67K +$1.15K +250 New
HWA
371
Heritage Wealth Advisors
Virginia
$1.62K
BBHC
372
Brown Brothers Harriman & Co
New York
$1.58K
BWL
373
Bogart Wealth LLC
Virginia
$1.42K
CMA
374
Cedar Mountain Advisors
Oregon
$1.42K
MSG
375
Main Street Group
Virginia
$1.34K -$460 -100 -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.