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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
State of New Jersey Common Pension Fund D
51
State of New Jersey Common Pension Fund D
New Jersey
$1.04M
TCM
52
Tenor Capital Management
New York
$1.03M +$405K +108,816 +42%
AAI
53
Aequim Alternative Investments
California
$1.03M +$1.26M +339,600 +1,121%
CL
54
CSS LLC
Illinois
$913K +$769K +206,459 +169%
CMTU
55
Capital Markets Trading (UK)
United Kingdom
$899K +$1.2M +323,317 New
PPA
56
Parametric Portfolio Associates
Washington
$832K +$234K +62,945 +27%
BCIM
57
British Columbia Investment Management
British Columbia, Canada
$831K +$20.1K +5,400 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
58
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$795K +$553K +148,395 +108%
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$780K +$151K +40,607 +17%
AAF
60
Andra AP-fonden
Sweden
$696K +$933K +250,500 New
AC
61
Aristeia Capital
Connecticut
$686K
Walleye Trading
62
Walleye Trading
New York
$663K +$888K +238,438 New
Aviva
63
Aviva
United Kingdom
$645K -$30.5K -8,200 -3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$618K +$748K +200,762 +920%
SAM
65
Storebrand Asset Management
Norway
$608K +$814K +218,577 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$568K +$188K +50,408 +33%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$535K
Creative Planning
68
Creative Planning
Kansas
$513K -$61K -16,384 -8%
APG Asset Management
69
APG Asset Management
Netherlands
$476K +$227K +60,900 +55%
EGM
70
Engineers Gate Manager
New York
$464K +$213K +57,299 +52%
ICM
71
III Capital Management
Florida
$427K +$573K +153,800 New
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$423K +$415K +111,370 +273%
Osaic Holdings
73
Osaic Holdings
Arizona
$417K +$562K +151,040 New
EFMH
74
E Fund Management (HK)
Hong Kong
$399K +$534K +143,509 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$395K -$2.23K -600 -0.4%

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.