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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
ICM
76
Ionic Capital Management
New York
$496K +$690K +97,345 New
State Street
77
State Street
Massachusetts
$477K +$662K +93,466 New
SSA
78
Schonfeld Strategic Advisors
New York
$476K +$662K +93,400 New
ER
79
Enlightenment Research
Florida
$463K +$604K +85,299 +1,551%
ZCI
80
Zevenbergen Capital Investments
Washington
$449K +$623K +87,968 New
HTC
81
Hershey Trust Company
Pennsylvania
$438K +$609K +85,968 New
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$430K -$336K -47,344 -36%
NMC
83
Nine Masts Capital
Hong Kong
$427K +$594K +83,800 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$424K +$589K +83,116 New
EMG
85
Ellington Management Group
Connecticut
$415K +$577K +81,400 New
CMTU
86
Capital Markets Trading (UK)
United Kingdom
$402K +$558K +78,771 New
MML Investors Services
87
MML Investors Services
Massachusetts
$391K +$274K +38,723 +102%
TGM
88
Tenzing Global Management
California
$383K -$532K -75,000 -50%
DA
89
DSC Advisors
Illinois
$383K +$532K +75,000 New
SG Americas Securities
90
SG Americas Securities
New York
$374K +$520K +73,387 New
QT
91
Quantbot Technologies
New York
$357K +$260K +36,692 +110%
Stifel Financial
92
Stifel Financial
Missouri
$351K +$483K +68,163 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$340K +$45.2K +6,384 New
MIAN
94
Mariner Independent Advisor Network
Kansas
$333K +$122K +17,282 +37%
HT
95
HAP Trading
New York
$333K +$462K +65,200 New
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$330K +$264K +37,205 +135%
BAM
97
Blueshift Asset Management
New Jersey
$321K +$446K +62,975 New
Squarepoint
98
Squarepoint
New York
$300K +$417K +58,855 New
AG
99
Advisor Group
Arizona
$292K +$247K +34,912 +157%
ES
100
Equitec Specialists
Illinois
$286K +$397K +56,045 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.