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NIO
NIO

383 hedge funds and large institutions have $9.73B invested in NIO in 2020 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

204% more capital invested

Capital invested by funds: $3.2B → $9.73B (+$6.53B)

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

84% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 73

38% more funds holding

Funds holding: 278 → 383 (+105)

2.85% less ownership

Funds ownership: 45.75% → 42.89% (-2.9%)

35% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $1.96B

Holders
383
Holders Change
+105
Holders Change %
+37.77%
% of All Funds
7.73%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
157
Increased
134
Reduced
73
Closed
49
Calls
$1.27B
Puts
$1.96B
Net Calls
-$688M
Net Calls Change
-$412M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$172M
2
BlackRock
BlackRock
New York
+$164M
3
RAA
RWC Asset Advisors
Florida
+$156M
4
CG
Carmignac Gestion
France
+$91.9M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$88.7M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$117M
2
JCAM
Jericho Capital Asset Management
New York
-$104M
3
ECP
Electron Capital Partners
New York
-$83.8M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$65.3M
5
Morgan Stanley
Morgan Stanley
New York
-$64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Group One Trading
126
Group One Trading
Illinois
$2.54M -$26.1M -1,693,862 -93%
Creative Planning
127
Creative Planning
Kansas
$2.49M -$1.12M -73,056 -38%
SAM
128
Shell Asset Management
Netherlands
$2.48M +$105K +6,790 +6%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.45M -$509K -33,043 -22%
PCM
130
Prelude Capital Management
New York
$2.4M -$1.63M -105,990 -48%
LPL Financial
131
LPL Financial
California
$2.32M +$1.07M +69,704 +175%
PMAM
132
Picton Mahoney Asset Management
Ontario, Canada
$2.31M +$1.68M +109,000 New
Prudential Financial
133
Prudential Financial
New Jersey
$2.26M +$1.64M +106,300 New
ZDA
134
Zweig-DiMenna Associates
New York
$2.23M +$1.62M +105,000 New
PCM
135
Pinz Capital Management
New York
$2.22M -$1.59M -103,300 -50%
SC
136
Scotia Capital
Ontario, Canada
$2.22M +$331K +21,502 +26%
ICM
137
III Capital Management
Florida
$2.2M -$616K -40,000 -28%
CL
138
CSS LLC
Illinois
$2.14M -$1.9M -123,615 -55%
NG
139
NWK Group
California
$2.05M +$1.49M +96,777 New
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M +$231K +15,000 +19%
AG
141
Aperio Group
California
$2.02M +$1.46M +95,114 New
AIMCA
142
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.94M +$1.41M +91,400 New
CMTU
143
Capital Markets Trading (UK)
United Kingdom
$1.94M +$1.08M +70,147 New
VOYA Investment Management
144
VOYA Investment Management
Georgia
$1.91M +$140K +9,103 +11%
HAG
145
HighPoint Advisor Group
Illinois
$1.91M +$693K +45,002 New
FG
146
Formula Growth
Quebec, Canada
$1.9M +$1.38M +89,685 New
JF
147
Jump Financial
Illinois
$1.9M +$1.38M +89,431 New
PP
148
PDS Planning
Ohio
$1.89M +$78.2K +5,080 +6%
Macquarie Group
149
Macquarie Group
Australia
$1.87M +$251K +16,310 +23%
Wolverine Trading
150
Wolverine Trading
Illinois
$1.87M +$1.38M +89,707 New
4 5
6
7 8

NIO Hedge Fund Activity: Q3 2020 in Review

383 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q3 2020, worth a combined $9.73B — up 204% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new NIO positions and 49 closed out — a net gain of 108 holders — while 134 added to existing stakes and 73 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $172M. The largest seller was D.E. Shaw & Co, cutting an estimated $117M.

  • 383 institutional investors held NIO (NIO) as of Q3 2020, up from 278 in Q2 2020.
  • Funds reported $9.73B of NIO stock for Q3 2020, up 204% quarter-over-quarter.
  • 157 funds opened new NIO positions in Q3 2020 and 49 closed out, a net change of +108 holders.
  • The largest NIO buyer in Q3 2020 was Baillie Gifford & Co, an estimated $172M added.
  • The largest NIO seller in Q3 2020 was D.E. Shaw & Co, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2020.