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219 hedge funds and large institutions have $1.4B invested in NIO in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more capital invested

Capital invested by funds: $518M → $1.4B (+$884M)

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

6% more funds holding

Funds holding: 206219 (+13)

2.23% more ownership

Funds ownership: 42.94%45.16% (+2.2%)

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

61% less call options, than puts

Call options by funds: $151M | Put options by funds: $383M

Holders
219
Holders Change
+13
Holders Change %
+6.31%
% of All Funds
4.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
48
Increased
56
Reduced
51
Closed
35
Calls
$151M
Puts
$383M
Net Calls
-$232M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
26
Hound Partners
New York
$7.82M
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$7.52M +$305K +151,481 +9%
Citigroup
28
Citigroup
New York
$7.42M -$7.42M -3,689,330 -67%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$6.92M +$2.83M +1,406,882 +446%
NFT
30
Nan Fung Trinity
Hong Kong
$6.61M +$3.3M +1,643,465 New
LA
31
Linden Advisors
New York
$6.44M
Geode Capital Management
32
Geode Capital Management
Massachusetts
$6.3M +$174K +86,714 +6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.9M -$1.66M -823,466 -36%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$5.55M +$192K +95,528 +7%
HI
35
HBK Investments
Texas
$5.39M +$482K +239,900 +22%
First Trust Advisors
36
First Trust Advisors
Illinois
$5.2M +$538K +267,366 +26%
Swiss National Bank
37
Swiss National Bank
Switzerland
$4.96M -$1.19M -589,400 -32%
Deutsche Bank
38
Deutsche Bank
Germany
$4.88M -$269K -133,609 -10%
N
39
Nuveen
North Carolina
$4.2M +$130K +64,465 +7%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.94M +$573K +285,027 +41%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$3.76M +$47.3K +23,500 +3%
ICVCFIA
42
IDG China Venture Capital Fund IV Associates
Hong Kong
$3.76M +$1.88M +935,187 New
PL
43
Parkwood LLC
Ohio
$3.75M
Charles Schwab
44
Charles Schwab
California
$3.64M +$1.42M +704,684 +351%
PP
45
Paloma Partners
Connecticut
$3.58M +$1.79M +889,525 New
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$3.43M +$95K +47,247 +6%
CANY
47
Caxton Associates (New York)
New York
$3.38M
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$3.2M -$702 -349 -0%
Barclays
49
Barclays
United Kingdom
$2.42M +$575K +285,785 +91%
SC
50
Sculptor Capital
New York
$2.32M -$503K -250,000 -30%

NIO Hedge Fund Activity: Q4 2019 in Review

219 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2019, worth a combined $1.4B — up 171% from $518M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NIO positions and 35 closed out — a net gain of 13 holders — while 56 added to existing stakes and 51 trimmed.

The largest buyer was Vanguard Group, adding an estimated $38.6M. The largest seller was Warburg Pincus, exiting entirely with an estimated $27.6M sold.

  • 219 institutional investors held NIO (NIO) as of Q4 2019, up from 206 in Q3 2019.
  • Funds reported $1.4B of NIO stock for Q4 2019, up 171% quarter-over-quarter.
  • 48 funds opened new NIO positions in Q4 2019 and 35 closed out, a net change of +13 holders.
  • The largest NIO buyer in Q4 2019 was Vanguard Group, an estimated $38.6M added.
  • The largest NIO seller in Q4 2019 was Warburg Pincus, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2019.