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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
Parallax Volatility Advisers
151
Parallax Volatility Advisers
California
$39K -$648K -174,084 -93%
CSPIA
152
Cary Street Partners Investment Advisory
Virginia
$38K
FMP
153
Financial Management Professionals
Texas
$38K
LFAS
154
Level Four Advisory Services
Texas
$38K +$10.6K +2,850 +26%
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$37K +$6.89K +1,850 +16%
ED
156
Exane Derivatives
France
$36.1K +$48.4K +13,000 New
ES
157
Equitec Specialists
Illinois
$36K +$48K +12,893 New
Aberdeen Group
158
Aberdeen Group
United Kingdom
$36K +$48.2K +12,945 New
VIA
159
Vident Investment Advisory
Georgia
$35K +$7.27K +1,952 +18%
ASN
160
Advisory Services Network
Georgia
$31K -$8.07K -2,167 -16%
Public Sector Pension Investment Board (PSP Investments)
161
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$31K
S
162
SignatureFD
Georgia
$31K +$1.12K +300 +3%
IC
163
Intersect Capital
California
$29K -$37.2K -10,000 -49%
HIIFS
164
Harel Insurance Investments & Financial Services
Israel
$29K +$39.1K +10,500 New
TIM
165
Total Investment Management
Arizona
$29K +$39.1K +10,500 New
NAM
166
NorthCoast Asset Management
Connecticut
$28K +$37.2K +10,000 New
VIM
167
Vista Investment Management
Pennsylvania
$28K +$37.2K +10,000 New
GIA
168
Gladstone Institutional Advisory
Florida
$28K +$37.3K +10,015 New
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$27K -$21K -5,627 -36%
GI
170
Gradient Investments
Minnesota
$23K +$559 +150 +2%
GWM
171
Geneos Wealth Management
Colorado
$21K -$745 -200 -3%
FHA
172
Flagship Harbor Advisors
Massachusetts
$20K +$27K +7,250 +7,250%
AIG
173
American International Group
New York
$19K -$2.65K -712 -9%
BDS
174
Banco de Sabadell
Florida
$18K
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$16K +$294 +79 +1%

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.