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
CLOS
126
Compagnie Lombard Odier SCmA
Switzerland
$127K +$92.1K +13,000 +108%
SMH
127
Sanders Morris Harris
Texas
$122K +$17K +2,400 +11%
UBS AM
128
UBS AM
Illinois
$118K +$164K +23,200 New
BCM
129
Bluefin Capital Management
New York
$117K +$163K +23,000 New
IG
130
ING Group
Netherlands
$117K +$163K +23,000 New
BRWM
131
B. Riley Wealth Management
Tennessee
$115K -$96K -13,550 -38%
CA
132
Commerzbank Aktiengesellschaft
Germany
$110K +$7.28K +1,027 +5%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$102K -$29.4K -4,150 -17%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$102K +$141K +19,940 New
BTS
135
BB&T Securities
Virginia
$100K +$140K +19,754 New
TST
136
Tech Square Trading
Massachusetts
$95K +$131K +18,555 New
AGM
137
Alpine Global Management
New York
$93K +$129K +18,156 New
Two Sigma Investments
138
Two Sigma Investments
New York
$90K +$125K +17,690 New
Wolverine Trading
139
Wolverine Trading
Illinois
$88K +$123K +17,340 New
WS
140
Wedbush Securities
California
$86K +$119K +16,850 New
Brown Advisory
141
Brown Advisory
Maryland
$86K +$120K +16,950 New
BCM
142
Bayesian Capital Management
New York
$83K +$115K +16,200 New
CAN
143
Claraphi Advisory Network
United States
$82K +$14.7K +2,076 +15%
MTIM
144
Marathon Trading Investment Management
Pennsylvania
$81K +$113K +15,928 New
BWP
145
Bernardo Wealth Planning
Pennsylvania
$80K +$28.3K +4,000 +34%
Verition Fund Management
146
Verition Fund Management
Connecticut
$72K +$100K +14,134 New
HighTower Advisors
147
HighTower Advisors
Illinois
$71K +$96.5K +13,622 New
FMP
148
Financial Management Professionals
Texas
$69K +$95.9K +13,538 New
AWA
149
Arete Wealth Advisors
Illinois
$66K +$3.54K +500 +4%
AWM
150
AE Wealth Management
Kansas
$66K +$91.8K +12,956 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.