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209 hedge funds and large institutions have $1.49B invested in NIO in 2019 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 19

156% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 18

101% more funds holding

Funds holding: 104209 (+105)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

19% more capital invested

Capital invested by funds: $1.26B → $1.49B (+$236M)

12.33% more ownership

Funds ownership: 25.74%38.07% (+12%)

4% more call options, than puts

Call options by funds: $128M | Put options by funds: $123M

Holders
209
Holders Change
+105
Holders Change %
+100.96%
% of All Funds
4.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
125
Increased
46
Reduced
18
Closed
19
Calls
$128M
Puts
$123M
Net Calls
+$4.56M
Net Calls Change
-$30.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.47M +$2.04M +288,448 New
RPI
52
Railway Pension Investments
United Kingdom
$1.36M +$1.89M +266,621 New
AP
53
AlpInvest Partners
Netherlands
$1.35M +$1.87M +263,904 New
Barclays
54
Barclays
United Kingdom
$1.33M +$1.81M +255,422 +4,579%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.3M +$1.8M +254,065 New
BlackRock
56
BlackRock
New York
$1.18M +$1.64M +230,955 New
Wells Fargo
57
Wells Fargo
California
$1.05M +$1.11M +156,238 +314%
Alyeska Investment Group
58
Alyeska Investment Group
Illinois
$1.02M -$8M -1,128,950 -85%
WMSA
59
Weiss Multi-Strategy Advisers
New York
$1.02M +$1.42M +200,000 New
WAM
60
Wolverine Asset Management
Illinois
$994K +$1.38M +195,070 New
Charles Schwab
61
Charles Schwab
California
$978K +$1.36M +191,718 New
HLA
62
Hamilton Lane Advisors
Pennsylvania
$971K +$1.35M +190,475 New
SEI Investments
63
SEI Investments
Pennsylvania
$914K
HCM
64
Highbridge Capital Management
New York
$834K +$1.16M +163,400 New
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$716K +$995K +140,451 New
Creative Planning
66
Creative Planning
Kansas
$708K +$677K +95,516 +220%
CSS
67
Cubist Systematic Strategies
Connecticut
$630K +$727K +102,647 +493%
UBS Group
68
UBS Group
Switzerland
$619K +$559K +78,933 +185%
VU
69
Vanderbilt University
Tennessee
$583K +$810K +114,336 New
TCM
70
Tenor Capital Management
New York
$582K +$809K +114,100 New
CL
71
CSS LLC
Illinois
$582K +$809K +114,200 New
KFA
72
Krane Funds Advisors
New York
$569K +$791K +111,582 New
BBCM
73
Boardman Bay Capital Management
New York
$543K +$754K +106,400 New
NIT
74
NumerixS Investment Technologies
British Columbia, Canada
$524K +$740K +104,400 New
MWNA
75
Marshall Wace North America
New York
$521K +$723K +102,091 New

NIO Hedge Fund Activity: Q1 2019 in Review

209 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q1 2019, worth a combined $1.49B — up 19% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new NIO positions and 19 closed out — a net gain of 106 holders — while 46 added to existing stakes and 18 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $153M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $20.4M sold.

  • 209 institutional investors held NIO (NIO) as of Q1 2019, up from 104 in Q4 2018.
  • Funds reported $1.49B of NIO stock for Q1 2019, up 19% quarter-over-quarter.
  • 125 funds opened new NIO positions in Q1 2019 and 19 closed out, a net change of +106 holders.
  • The largest NIO buyer in Q1 2019 was Baillie Gifford & Co, an estimated $153M added.
  • The largest NIO seller in Q1 2019 was Lone Pine Capital, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2019.