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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
MIM
401
Monashee Investment Management
Massachusetts
-$772K -100,000 Closed
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
-$736K -95,336 Closed
MWA
403
Marshall Wace Asia
Hong Kong
-$702K -90,988 Closed
NIT
404
NumerixS Investment Technologies
British Columbia, Canada
-$645K -83,579 Closed
Calamos Advisors
405
Calamos Advisors
Illinois
-$639K -82,800 Closed
MCP
406
Maso Capital Partners
Hong Kong
-$556K -71,978 Closed
AG
407
AIA Group
Hong Kong
-$456K -59,044 Closed
N
408
Natixis
France
-$217K -28,163 Closed
CM
409
Caption Management
Oklahoma
-$354K -23,000 Closed
SWP
410
Stratos Wealth Partners
Ohio
-$175K -22,699 Closed
WS
411
Wedbush Securities
California
-$155K -20,080 Closed
CWS
412
Cypress Wealth Services
California
-$125K -16,250 Closed
FFS
413
Founders Financial Securities
Maryland
-$183K -15,400 Closed
LFAS
414
Level Four Advisory Services
Texas
-$119K -15,300 Closed
CAN
415
Claraphi Advisory Network
United States
-$112K -14,550 Closed
ACA
416
Ascension Capital Advisors
Texas
-$77K -10,000 Closed
BDS
417
Banco de Sabadell
Florida
-$49K -6,500 Closed
MTCM
418
Mint Tower Capital Management
Netherlands
-$49K -6,400 Closed
CAN
419
Cetera Advisor Networks
California
-$30K -3,950 Closed
RWB
420
RMR Wealth Builders
New Jersey
-$14K -1,750 Closed
SF
421
Synovus Financial
Georgia
-$8K -1,000 Closed
RCA
422
Ranch Capital Advisors
Florida
-$8K -600 Closed
PCA
423
Providence Capital Advisors
North Carolina
-$4K -500 Closed
PFO
424
Pathstone Family Office
New Jersey
-$3K -450 Closed
BWM
425
BerganKDV Wealth Management
Minnesota
-$2K -200 Closed

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.