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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
ECM
101
ExodusPoint Capital Management
New York
$158K +$212K +56,965 New
Comerica Bank
102
Comerica Bank
Texas
$141K -$3.17K -850 -2%
ER
103
Enlightenment Research
Florida
$137K +$123K +33,100 New
OC
104
Oppenheimer & Co
New York
$136K +$182K +49,000 New
MA
105
MCF Advisors
Kentucky
$131K +$175K +47,121 New
PCM
106
Prelude Capital Management
New York
$129K +$173K +46,390 New
JCM
107
Jacobi Capital Management
Pennsylvania
$127K
ACI
108
AMP Capital Investors
Australia
$124K
PP
109
Paloma Partners
Connecticut
$121K -$3.15M -846,149 -95%
Nomura Asset Management
110
Nomura Asset Management
Japan
$114K -$41.3K -11,100 -21%
QCG
111
Quadrant Capital Group
Ohio
$113K +$52.8K +14,183 +54%
Wolverine Trading
112
Wolverine Trading
Illinois
$112K +$55.8K +14,981 +57%
AWM
113
AE Wealth Management
Kansas
$112K +$97.9K +26,294 +189%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$108K -$53.7K -14,422 -27%
Mackenzie Financial
115
Mackenzie Financial
Ontario, Canada
$107K
F
116
F3Logic
Minnesota
$102K +$130K +35,000 New
PAG
117
Private Advisor Group
New Jersey
$101K +$63.7K +17,105 +89%
RJA
118
Raymond James & Associates
Florida
$100K +$59.4K +15,942 +79%
Skandinaviska Enskilda Banken (SEB)
119
Skandinaviska Enskilda Banken (SEB)
Sweden
$98K +$27.6K +7,400 +27%
LPL Financial
120
LPL Financial
California
$97K -$75.8K -20,365 -37%
SWP
121
Stratos Wealth Partners
Ohio
$88K +$59.2K +15,885 +100%
DekaBank Deutsche Girozentrale
122
DekaBank Deutsche Girozentrale
Germany
$87K +$8.97K +2,410 +8%
AWA
123
Arete Wealth Advisors
Illinois
$85K +$20.5K +5,500 +22%
TSS
124
Two Sigma Securities
New York
$82K +$32K +8,593 +41%
BRWA
125
B. Riley Wealth Advisors
Florida
$81K +$108K +28,975 New

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.