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104 hedge funds and large institutions have $1.26B invested in NIO in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $54.7M | Put options by funds: $20M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

28% more funds holding

Funds holding: 81104 (+23)

3% more capital invested

Capital invested by funds: $1.22B → $1.26B (+$38.7M)

84.18% less ownership

Funds ownership: 109.92%25.74% (-84%)

Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
45
Increased
22
Reduced
15
Closed
22
Calls
$54.7M
Puts
$20M
Net Calls
+$34.7M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$65K -$33.4K -4,800 -32%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$60K +$65K +9,350 +18,700%
Barclays
78
Barclays
United Kingdom
$36K +$38.8K +5,578 New
ER
79
Enlightenment Research
Florida
$35K +$38.3K +5,500 New
GGHC
80
Gilder Gagnon Howe & Co
New York
$33K +$35.8K +5,151 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$25K +$13.9K +2,000 +108%
CG
82
Cutler Group
California
$24K +$9.87K +1,419 +57%
RE
83
RBC Europe
United Kingdom
$17.4K +$19K +2,730 New
ASN
84
Advisory Services Network
Georgia
$7K +$5.04K +725 +181%
IA
85
IFP Advisors
Florida
$7K +$7.3K +1,050 +5,250%
BCM
86
Blume Capital Management
California
$6K
CCA
87
Catalyst Capital Advisors
New York
$6K
LC
88
Lindbrook Capital
California
$6K +$6.96K +1,000 New
PCM
89
Penserra Capital Management
California
$5K +$5.87K +844 New
US Bancorp
90
US Bancorp
Minnesota
$4K
WA
91
WealthTrust-Arizona
Arizona
$3K
IFAM
92
Institutional & Family Asset Management
Colorado
$2K
IF
93
Ironwood Financial
Arizona
$2K
OFW
94
Omnia Family Wealth
Florida
$2K
S
95
SignatureFD
Georgia
$2K
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$2K
GWM
97
Geneos Wealth Management
Colorado
$1K
GI
98
Gradient Investments
Minnesota
$1K
TCA
99
Tortoise Capital Advisors
Kansas
$1K +$63 +9 +6%
LYV
100
Live Your Vision
Pennsylvania
$1K +$1.36K +195 New

NIO Hedge Fund Activity: Q4 2018 in Review

104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2018, worth a combined $1.26B — up 3.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NIO positions and 22 closed out — a net gain of 23 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $288M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 104 institutional investors held NIO (NIO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $1.26B of NIO stock for Q4 2018, up 3.2% quarter-over-quarter.
  • 45 funds opened new NIO positions in Q4 2018 and 22 closed out, a net change of +23 holders.
  • The largest NIO buyer in Q4 2018 was Temasek Holdings, an estimated $288M added.
  • The largest NIO seller in Q4 2018 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2018.