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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
Asset Management One
76
Asset Management One
Japan
$376K -$182K -48,905 -27%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$340K
Wells Fargo
78
Wells Fargo
California
$339K +$124K +33,380 +38%
SEI Investments
79
SEI Investments
Pennsylvania
$338K -$214K -57,597 -32%
GIBU
80
Gulf International Bank (UK)
United Kingdom
$306K
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$249K +$333K +89,444 New
Simplex Trading
82
Simplex Trading
Illinois
$242K -$96.7K -25,981 -23%
KFA
83
Krane Funds Advisors
New York
$241K -$183K -49,018 -36%
HTC
84
Hershey Trust Company
Pennsylvania
$239K
CLOS
85
Compagnie Lombard Odier SCmA
Switzerland
$236K
MIAN
86
Mariner Independent Advisor Network
Kansas
$224K -$38K -10,199 -11%
KBC Group
87
KBC Group
Belgium
$221K +$296K +79,488 New
BA
88
Bridgewater Associates
Connecticut
$211K +$145K +38,859 +105%
LCG
89
Luxor Capital Group
New York
$209K +$279K +75,000 New
FFM
90
Fullerton Fund Management
Singapore
$190K -$197K -52,918 -44%
LI
91
Leap Investments
Illinois
$189K +$254K +68,100 New
CA
92
Cetera Advisors
Colorado
$182K -$478K -128,268 -66%
SAM
93
Shell Asset Management
Netherlands
$182K +$69.6K +18,700 +40%
Macquarie Group
94
Macquarie Group
Australia
$178K -$58.8K -15,800 -20%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$178K -$12.7K -3,422 -5%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$175K +$42.3K +11,355 +22%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$173K -$6.7K -1,800 -3%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$167K -$12.7K -3,400 -5%
AG
99
AIA Group
Hong Kong
$164K
BCV
100
Banque Cantonale Vaudoise
Switzerland
$160K -$10.8K -2,889 -5%

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.