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104 hedge funds and large institutions have $1.26B invested in NIO in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $54.7M | Put options by funds: $20M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

28% more funds holding

Funds holding: 81104 (+23)

3% more capital invested

Capital invested by funds: $1.22B → $1.26B (+$38.7M)

84.18% less ownership

Funds ownership: 109.92%25.74% (-84%)

Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
45
Increased
22
Reduced
15
Closed
22
Calls
$54.7M
Puts
$20M
Net Calls
+$34.7M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.27M +$1.39M +199,452 New
SEI Investments
27
SEI Investments
Pennsylvania
$1.25M
Bank of America
28
Bank of America
North Carolina
$1.06M +$1.05M +150,918 +930%
First Trust Advisors
29
First Trust Advisors
Illinois
$988K +$1.08M +155,141 New
TGM
30
Tenzing Global Management
California
$956K +$1.04M +150,000 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$837K +$906K +130,300 +11,330%
SC
32
Sculptor Capital
New York
$829K +$906K +130,200 New
Jane Street
33
Jane Street
New York
$738K +$806K +115,929 New
DekaBank Deutsche Girozentrale
34
DekaBank Deutsche Girozentrale
Germany
$707K +$765K +110,000 New
TEE
35
Tibra Equities Europe
United Kingdom
$701K +$765K +110,000 New
SWRP
36
Summit Wealth & Retirement Planning
California
$660K +$721K +103,672 New
DCM
37
Driehaus Capital Management
Illinois
$545K +$595K +85,500 New
BCM
38
Barometer Capital Management
Ontario, Canada
$453K +$495K +71,100 New
Citigroup
39
Citigroup
New York
$427K +$402K +57,826 +633%
Hudson Bay Capital Management
40
Hudson Bay Capital Management
Connecticut
$326K -$367K -52,707 -51%
Wells Fargo
41
Wells Fargo
California
$317K +$127K +18,250 +58%
MIAN
42
Mariner Independent Advisor Network
Kansas
$306K +$96.2K +13,833 +42%
Creative Planning
43
Creative Planning
Kansas
$276K +$119K +17,044 +65%
UBS Group
44
UBS Group
Switzerland
$271K -$133K -19,180 -31%
AllianceBernstein
45
AllianceBernstein
Tennessee
$255K +$278K +39,990 New
EIM
46
Essex Investment Management
Massachusetts
$251K +$274K +39,367 New
MS
47
Maven Securities
Jersey
$250K +$278K +40,000 New
MML Investors Services
48
MML Investors Services
Massachusetts
$241K -$1.05K -151 -0.4%
BRWM
49
B. Riley Wealth Management
Tennessee
$230K +$251K +36,060 New
QT
50
Quantbot Technologies
New York
$212K +$232K +33,343 New

NIO Hedge Fund Activity: Q4 2018 in Review

104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2018, worth a combined $1.26B — up 3.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NIO positions and 22 closed out — a net gain of 23 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $288M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 104 institutional investors held NIO (NIO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $1.26B of NIO stock for Q4 2018, up 3.2% quarter-over-quarter.
  • 45 funds opened new NIO positions in Q4 2018 and 22 closed out, a net change of +23 holders.
  • The largest NIO buyer in Q4 2018 was Temasek Holdings, an estimated $288M added.
  • The largest NIO seller in Q4 2018 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2018.