NIO
499 hedge funds and large institutions have $3.95B invested in NIO in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 132 increasing their positions, 159 reducing their positions, and 54 closing their positions.
52% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 54
5% more funds holding
Funds holding: 475 → 499 (+24)
9% more call options, than puts
Call options by funds: $619M | Put options by funds: $569M
2% more capital invested
Capital invested by funds: $3.86B → $3.95B (+$88.5M)
0.46% more ownership
Funds ownership: 27.19% → 27.64% (+0.46%)
17% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 159
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$139M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$64.4M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$31.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$29.5M |
| 5 |
Millennium Management
New York
|
+$18.1M |
Top Sellers
| 1 |
Norges Bank
Oslo,
Norway
|
-$111M |
| 2 |
Renaissance Technologies
New York
|
-$38M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.4M |
| 4 |
Goldman Sachs
New York
|
-$18.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.4M |
NIO Hedge Fund Activity: Q4 2023 in Review
499 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2023, worth a combined $3.95B — up 2.3% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new NIO positions and 54 closed out — a net gain of 28 holders — while 132 added to existing stakes and 159 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Norges Bank, cutting an estimated $111M.
- 499 institutional investors held NIO (NIO) as of Q4 2023, up from 475 in Q3 2023.
- Funds reported $3.95B of NIO stock for Q4 2023, up 2.3% quarter-over-quarter.
- 82 funds opened new NIO positions in Q4 2023 and 54 closed out, a net change of +28 holders.
- The largest NIO buyer in Q4 2023 was Morgan Stanley, an estimated $139M added.
- The largest NIO seller in Q4 2023 was Norges Bank, an estimated $111M sold.
Based on aggregated 13F filings for Q4 2023.