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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
BFM
151
Boothbay Fund Management
New York
$58K +$81K +11,436 New
GWMIA
152
Global Wealth Management Investment Advisory
Florida
$56K
GWM
153
Greenwich Wealth Management
Connecticut
$55K +$76.5K +10,800 New
BRWA
154
B. Riley Wealth Advisors
Florida
$54K +$2.02K +285 +3%
UCFA
155
United Capital Financial Advisors
Texas
$54K +$74.5K +10,506 New
NFG
156
Next Financial Group
Texas
$51K -$38.8K -5,469 -35%
AA
157
Apriem Advisors
California
$51K +$70.9K +10,000 New
NFH
158
NEXT Financial Holdings
Texas
$51K +$70.9K +10,000 New
GCP
159
GSA Capital Partners
United Kingdom
$51K +$71.2K +10,053 New
SNN
160
Shen Neil Nanpeng
$48K +$66.9K +9,446 New
BDS
161
Banco de Sabadell
Florida
$33K +$46.1K +6,500 New
PVH
162
Psagot Value Holdings
Israel
$29K +$40.2K +5,677 New
AF
163
Advisornet Financial
Minnesota
$26K +$35.4K +5,000 New
Canada Life
164
Canada Life
Manitoba, Canada
$23K +$32.3K +4,557 New
First Manhattan
165
First Manhattan
New York
$20K +$28.3K +4,000 New
RE
166
RBC Europe
United Kingdom
$13.9K
RFC
167
Regions Financial Corp
Alabama
$10K +$14.2K +2,000 New
LC
168
Lavaca Capital
Texas
$10K +$14.3K +2,015 New
APA
169
American Portfolios Advisors
New York
$8.01K +$11.1K +1,570 New
FANJ
170
Financial Architects (New Jersey)
New Jersey
$8K +$9.92K +1,400 New
BBNA
171
Bremer Bank National Association
Minnesota
$7K +$10.6K +1,500 New
IA
172
IFP Advisors
Florida
$6K -$524 -74 -7%
ASN
173
Advisory Services Network
Georgia
$6K
BCM
174
Blume Capital Management
California
$5K
CCA
175
Catalyst Capital Advisors
New York
$5K

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.