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NIO
NIO

472 hedge funds and large institutions have $1.14B invested in NIO in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 135 increasing their positions, 140 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

4% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 140

2% less funds holding

Funds holding: 481 → 472 (-9)

5.94% less ownership

Funds ownership: 20.14% → 14.2% (-5.9%)

24% less capital invested

Capital invested by funds: $1.49B → $1.14B (-$351M)

32% less call options, than puts

Call options by funds: $229M | Put options by funds: $337M

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
472
Holders Change
-9
Holders Change %
-1.87%
% of All Funds
6.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
53
Increased
135
Reduced
140
Closed
53
Calls
$229M
Puts
$337M
Net Calls
-$107M
Net Calls Change
+$29.4M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$19M
2
Marshall Wace
Marshall Wace
United Kingdom
+$18.9M
3
QC
Quadrature Capital
United Kingdom
+$7.9M
4
UBS Group
UBS Group
Switzerland
+$7.68M
5
Millennium Management
Millennium Management
New York
+$7.02M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$85.1M
2
Morgan Stanley
Morgan Stanley
New York
-$58.9M
3
UBS AM
UBS AM
Illinois
-$34.2M
4
Goldman Sachs
Goldman Sachs
New York
-$26.3M
5
Jane Street
Jane Street
New York
-$23.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LI
426
LRI Investments
Florida
$416 – – –
PCWA
427
Pacific Capital Wealth Advisors
California
$416 – – –
PCA
428
Providence Capital Advisors
North Carolina
$416 – – –
SSB
429
Sandy Spring Bank
Maryland
$416 – – –
SIC
430
Salem Investment Counselors
North Carolina
$416 +$473 +100 New
RFG
431
RFP Financial Group
Georgia
$374 – – –
TIM
432
Tortoise Investment Management
New York
$358 – – –
TCM
433
Tradewinds Capital Management
Washington
$342 – – –
VWWMG
434
Vermillion & White Wealth Management Group
Pennsylvania
$279 – – –
BCWM
435
Bartlett & Co Wealth Management
Ohio
$270 – – –
ACA
436
American Capital Advisory
Idaho
$264 – – –
GI
437
Gradient Investments
Minnesota
$208 – – –
SS
438
Sunbelt Securities
Texas
$208 – – –
TIM
439
Thompson Investment Management
Wisconsin
$208 – – –
CC
440
Cypress Capital
Tennessee
$208 +$237 +50 New
AWM
441
Abound Wealth Management
Tennessee
$204 +$85 +18 +58%
TAM
442
Tucker Asset Management
Colorado
$191 – – –
HWP
443
Highline Wealth Partners
California
$187 +$213 +45 New
CAM
444
Creekmur Asset Management
Illinois
$137 +$156 +33 New
PP
445
Pacifica Partners
Canada
$122 – – –
FP
446
Financial Perspectives
Minnesota
$121 -$5 -1 -3%
ME
447
McIlrath & Eck
Washington
$104 -$251 -53 -68%
WWP
448
WR Wealth Planners
Missouri
$104 – – –
CJ
449
Caitlin John
Michigan
$104 +$118 +25 New
SIC
450
SJS Investment Consulting
Ohio
$84 – – –
16 17
18
19 20

NIO Hedge Fund Activity: Q2 2024 in Review

472 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q2 2024, worth a combined $1.14B — down 24% from $1.49B a quarter earlier.

Fund positioning in NIO was balanced in Q2 2024: 53 funds opened new positions, 53 closed out, 135 added to existing stakes and 140 trimmed.

The largest buyer was Point72 Asset Management, adding an estimated $19M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $85.1M sold.

  • 472 institutional investors held NIO (NIO) as of Q2 2024, down from 481 in Q1 2024.
  • Funds reported $1.14B of NIO stock for Q2 2024, down 24% quarter-over-quarter.
  • 53 funds opened new NIO positions in Q2 2024 and 53 closed out, a net change of 0 holders.
  • The largest NIO buyer in Q2 2024 was Point72 Asset Management, an estimated $19M added.
  • The largest NIO seller in Q2 2024 was Baillie Gifford & Co, an estimated $85.1M sold.

Based on aggregated 13F filings for Q2 2024.