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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
RJFSA
126
Raymond James Financial Services Advisors
Florida
$80K -$68.7K -18,449 -39%
N
127
Natixis
France
$79K +$106K +28,350 New
IFG
128
Independent Financial Group
California
$77.6K +$104K +27,900 New
Franklin Resources
129
Franklin Resources
California
$77K +$28K +7,513 +37%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$75K
HS
131
Haafor (Singapore)
Singapore
$75K +$101K +27,094 New
CSS
132
Cubist Systematic Strategies
Connecticut
$73K +$97.2K +26,100 New
PP
133
PDS Planning
Ohio
$67K -$324K -87,000 -78%
AFP
134
Ausdal Financial Partners
Iowa
$62K +$7.45K +2,000 +11%
UCFA
135
United Capital Financial Advisors
Texas
$58K +$5.2K +1,395 +7%
IWC
136
Integrated Wealth Concepts
Massachusetts
$57K +$34.6K +9,300 +84%
AllianceBernstein
137
AllianceBernstein
Tennessee
$54K
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$52K +$69.3K +18,605 New
ACA
139
Ascension Capital Advisors
Texas
$50K
PA
140
Profund Advisors
Maryland
$48K -$60.2K -16,154 -48%
Brown Advisory
141
Brown Advisory
Maryland
$48K
IHL
142
Investment House LLC
California
$47K -$86.6K -23,250 -58%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$46K -$533K -143,100 -90%
Connor, Clark & Lunn Investment Management (CC&L)
144
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$46K -$12.7K -3,400 -17%
WS
145
Wedbush Securities
California
$45K -$3.72K -1,000 -6%
American Century Companies
146
American Century Companies
Missouri
$45K +$59.7K +16,025 New
BCM
147
Bluefin Capital Management
New York
$43K +$57.2K +15,367 New
CI
148
Cigna Investments
Connecticut
$41K
CG
149
Cutler Group
California
$41K +$40.8K +10,970 +289%
IAIM
150
International Assets Investment Management
Florida
$41K +$55.5K +14,900 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.