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NIO
NIO

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: 2 → 2 (0)

4.94% less ownership

Funds ownership: 14.2% → 9.26% (-4.9%)

7% less funds holding

Funds holding: 472 → 439 (-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

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$56.2M
2
Millennium Management
Millennium Management
New York
+$42.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.3M
4
Bank of America
Bank of America
North Carolina
+$16.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$254M
2
State Street
State Street
Massachusetts
-$86.5M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$34.1M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$33.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
376
Hollencrest Capital Management
California
$1.34K – – –
PFBT
377
Parkside Financial Bank & Trust
Missouri
$1.34K – – –
SN
378
Sittner & Nelson
Oregon
$1.34K – – –
VAMG
379
Voisard Asset Management Group
Michigan
$1.34K – – –
KSB
380
Kennebec Savings Bank
Maine
$1.27K +$873 +190 New
CWC
381
Carolinas Wealth Consulting
North Carolina
$1.18K – – –
AP
382
Atwood & Palmer
Missouri
$1.17K – – –
IRC
383
Investors Research Corp
Georgia
$1.07K – – –
EB
384
Eastern Bank
Massachusetts
$1.04K +$717 +156 New
BIA
385
Bell Investment Advisors
California
$1.04K +$643 +140 +933%
BP
386
BNP Paribas
France
$1K -$1.38K -300 -67%
CAM
387
Close Asset Management
United Kingdom
$1K – – –
FMTCOCP
388
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
FMP
389
Financial Management Professionals
Texas
$1K – – –
TFGT
390
TS Financial Group (TSFG)
Illinois
$1K +$689 +150 New
DWM
391
Darwin Wealth Management
Florida
$902 +$620 +135 New
NECFA
392
New England Capital Financial Advisors
Connecticut
$881 +$579 +126 +2,100%
CHA
393
Carmichael Hill & Associates
Maryland
$835 – – –
SS
394
Sunbelt Securities
Texas
$822 +$336 +73 +146%
WAM
395
Weiss Asset Management
Massachusetts
$768 +$529 +115 New
PCMC
396
Planning Capital Management Corporation
Pennsylvania
$755 – – –
LIS
397
Legacy Investment Solutions
Idaho
$692 +$689 +150 New
LWMI
398
Legacy Wealth Management (Idaho)
Idaho
$692 +$689 +150 New
AWM
399
AllSquare Wealth Management
New York
$668 – – –
CTC
400
Central Trust Company
Missouri
$668 – – –
14 15
16
17 18

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.