We are live on ! Find out more

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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$258K +$266K +37,554 +287%
VF
102
Virtu Financial
New York
$258K +$358K +50,499 New
Northern Trust
103
Northern Trust
Illinois
$249K +$345K +48,724 New
RJA
104
Raymond James & Associates
Florida
$242K +$244K +34,429 +265%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$240K +$334K +47,100 New
GSWM
106
Golden State Wealth Management
California
$234K +$326K +45,975 New
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$218K +$303K +42,790 New
Geode Capital Management
108
Geode Capital Management
Massachusetts
$201K +$279K +39,425 New
SC
109
Sculptor Capital
New York
$192K -$656K -92,600 -71%
SCM
110
Stevens Capital Management
Pennsylvania
$186K +$259K +36,501 New
LPL Financial
111
LPL Financial
California
$179K +$174K +24,498 +230%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$178K +$19K +2,675 +8%
KJHP
113
K.J. Harrison & Partners
Ontario, Canada
$178K +$248K +35,000 New
RJFSA
114
Raymond James Financial Services Advisors
Florida
$165K +$229K +32,323 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$162K +$197K +27,864 +722%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$158K +$153K +21,590 +230%
SS
117
Simplicity Solutions
Minnesota
$150K +$93.2K +13,145 +79%
FIA
118
FNY Investment Advisers
New York
$149K +$208K +29,300 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$146K
SG
120
StoneX Group
New York
$143K +$199K +28,050 New
Russell Investments Group
121
Russell Investments Group
United Kingdom
$139K +$63.6K +8,981 +49%
RJT
122
Raymond James Trust
Florida
$138K +$4.25K +600 +2%
PA
123
Profund Advisors
Maryland
$138K +$191K +26,988 New
V
124
Veritable
Delaware
$136K +$189K +26,694 New
PSUF
125
People's United Financial
Connecticut
$129K

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.