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222 hedge funds and large institutions have $897M invested in NIO in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 58

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

1% more funds holding

Funds holding: 219222 (+3)

3.36% less ownership

Funds ownership: 45.16%41.8% (-3.4%)

36% less capital invested

Capital invested by funds: $1.4B → $897M (-$505M)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

72% less call options, than puts

Call options by funds: $67M | Put options by funds: $238M

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
4.89%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
53
Increased
66
Reduced
58
Closed
48
Calls
$67M
Puts
$238M
Net Calls
-$171M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$5.14M +$5.67M +1,523,486 +467%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.9M +$1.75M +469,026 +36%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$4.87M +$681K +182,787 +12%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$4.85M +$88.6K +23,786 +1%
LCM
30
Laurion Capital Management
New York
$4.11M +$3.72M +1,000,000 +209%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$3.9M -$1.88M -505,543 -24%
OMC
32
Oasis Management Company
Cayman Islands
$3.83M +$5.12M +1,376,000 New
Swiss National Bank
33
Swiss National Bank
Switzerland
$3.43M
Deutsche Bank
34
Deutsche Bank
Germany
$3.38M +$13.5K +3,614 +0.3%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$3.2M -$845K -226,807 -16%
N
36
Nuveen
North Carolina
$3.04M +$176K +47,174 +5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.97M +$324K +86,915 +9%
ICVCFIA
38
IDG China Venture Capital Fund IV Associates
Hong Kong
$2.6M
PL
39
Parkwood LLC
Ohio
$2.6M
Charles Schwab
40
Charles Schwab
California
$2.52M
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$2.41M -$264K -70,900 -8%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$2.4M +$3.22M +864,968 New
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$2.21M
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$1.98M -$528K -141,862 -17%
Canada Life
45
Canada Life
Manitoba, Canada
$1.81M +$2.43M +651,635 New
Jane Street
46
Jane Street
New York
$1.72M -$5.54M -1,487,416 -71%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.63M -$22.8M -6,125,677 -91%
Citigroup
48
Citigroup
New York
$1.6M -$4.72M -1,267,502 -69%
TAA
49
TB Alternative Assets
Cayman Islands
$1.42M -$34.7M -9,312,317 -95%
CAC
50
Cowen and Company
New York
$1.39M +$1.86M +500,000 New

NIO Hedge Fund Activity: Q1 2020 in Review

222 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q1 2020, worth a combined $897M — down 36% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new NIO positions and 48 closed out — a net gain of 5 holders — while 66 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was Temasek Holdings, cutting an estimated $103M.

  • 222 institutional investors held NIO (NIO) as of Q1 2020, up from 219 in Q4 2019.
  • Funds reported $897M of NIO stock for Q1 2020, down 36% quarter-over-quarter.
  • 53 funds opened new NIO positions in Q1 2020 and 48 closed out, a net change of +5 holders.
  • The largest NIO buyer in Q1 2020 was Morgan Stanley, an estimated $41.2M added.
  • The largest NIO seller in Q1 2020 was Temasek Holdings, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2020.