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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: 481472 (-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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Edge Wealth Management
New York
-$54K -12,000 Closed
AAA
502
Adams Asset Advisors
Texas
-$52K -11,554 Closed
CAPTRUST Financial Advisors
503
CAPTRUST Financial Advisors
North Carolina
-$49.2K -10,939 Closed
KeyBank National Association
504
KeyBank National Association
Ohio
-$47.2K -10,485 Closed
Acadian Asset Management
505
Acadian Asset Management
Massachusetts
-$36K -8,081 Closed
EC
506
Elequin Capital
New York
-$16.3K -3,620 Closed
CCM
507
Chilton Capital Management
Texas
-$12.2K -2,718 Closed
RDFA
508
Ritter Daniher Financial Advisory
Ohio
-$9K -2,000 Closed
MCM
509
Manchester Capital Management
Vermont
-$3.83K -852 Closed
SC
510
SouthState Corp
Florida
-$3.57K -793 Closed
FIM
511
Fernwood Investment Management
Massachusetts
-$2.17K -481 Closed
OPTFSNA
512
Old Point Trust & Financial Services N A
Virginia
-$1.8K -400 Closed
FFWA
513
FRG Family Wealth Advisors
Washington
-$1.34K -285 Closed
FFWM
514
Future Financial Wealth Management
Ohio
-$1.13K -250 Closed
GPFA
515
Game Plan Financial Advisors
Ohio
-$378 -84 Closed
CB
516
CNB Bank
Pennsylvania
-$180 -40 Closed
FSWA
517
Financial Synergies Wealth Advisors
Texas
-$122 -27 Closed
VL
518
Vima LLC
Michigan
-$263 -25 Closed
AssetMark Inc
519
AssetMark Inc
California
-$18 -4 Closed
BIM
520
Breakwater Investment Management
Washington
-$18 -4 Closed

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.