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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
DJSG
401
D.J. St. Germain
Massachusetts
$668 – – –
GIA
402
GHP Investment Advisors
Colorado
$668 – – –
KHC
403
Koesten Hirschmann & Crabtree
Kansas
$668 – – –
NMM
404
Naples Money Management
Florida
$668 – – –
PCWA
405
Pacific Capital Wealth Advisors
California
$668 – – –
PCA
406
Providence Capital Advisors
North Carolina
$668 – – –
SIC
407
Salem Investment Counselors
North Carolina
$668 – – –
SSB
408
Sandy Spring Bank
Maryland
$668 – – –
ATS
409
Ashton Thomas Securities
New York
$668 +$460 +100 New
CA
410
Claris Advisors
Missouri
$668 +$460 +100 New
CA
411
Continuum Advisory
Idaho
$607 – – –
TIM
412
Tortoise Investment Management
New York
$574 – – –
SIS
413
Strategic Investment Solutions
Illinois
$568 -$216 -47 -36%
LI
414
LRI Investments
Florida
$443 – – –
HWP
415
Highline Wealth Partners
California
$347 +$32 +7 +16%
BCWM
416
Bartlett & Co Wealth Management
Ohio
$334 -$69 -15 -23%
TIM
417
Thompson Investment Management
Wisconsin
$334 – – –
NC
418
NewSquare Capital
Pennsylvania
$334 +$230 +50 New
PPA
419
Painted Porch Advisors
California
$334 +$230 +50 New
TAM
420
Tucker Asset Management
Colorado
$307 – – –
FP
421
Financial Perspectives
Minnesota
$194 – – –
PP
422
Pacifica Partners
Canada
$167 – – –
WWP
423
WR Wealth Planners
Missouri
$167 – – –
CAM
424
Creekmur Asset Management
Illinois
$147 -$51 -11 -33%
SIC
425
SJS Investment Consulting
Ohio
$134 – – –
15 16
17
18 19

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.