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439 hedge funds and large institutions have $1.19B invested in NIO in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 141 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.14B → $1.19B (+$45.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.94% less ownership

Funds ownership: 14.2%9.26% (-4.9%)

7% less funds holding

Funds holding: 472439 (-33)

15% less call options, than puts

Call options by funds: $484M | Put options by funds: $567M

17% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 141

35% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 86

Holders
439
Holders Change
-33
Holders Change %
-6.99%
% of All Funds
6.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
117
Reduced
141
Closed
86
Calls
$484M
Puts
$567M
Net Calls
-$83.8M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$335K +$165K +35,859 +251%
JFG
152
Jefferies Financial Group
New York
$334K +$230K +50,000 New
VPIM
153
Vanguard Personalized Indexing Management
California
$333K +$50.5K +10,977 +28%
YCM
154
Yousif Capital Management
Michigan
$329K
S
155
SignatureFD
Georgia
$325K +$32.2K +7,014 +17%
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
$312K
DZ Bank
157
DZ Bank
Germany
$308K +$93.3K +20,301 +79%
Prudential Financial
158
Prudential Financial
New Jersey
$306K +$139K +30,317 +196%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$304K +$34.4K +7,481 +20%
AAM
160
Azzad Asset Management
Virginia
$286K +$197K +42,760 New
AWM
161
Avaii Wealth Management
Wisconsin
$285K +$196K +42,671 New
QPBE
162
Quintet Private Bank (Europe)
Luxembourg
$272K -$102K -22,173 -35%
CA
163
Commerzbank Aktiengesellschaft
Germany
$272K -$166K -36,062 -47%
CIC
164
Canal Insurance Company
South Carolina
$267K
CGH
165
Crossmark Global Holdings
Texas
$263K +$1.08K +235 +0.6%
IAS
166
Insigneo Advisory Services
Florida
$257K +$6.2K +1,349 +4%
PFS
167
Prospera Financial Services
Texas
$246K -$597 -130 -0.4%
WWA
168
WCG Wealth Advisors
Nevada
$244K +$168K +36,541 New
NA
169
NewEdge Advisors
Louisiana
$241K +$105K +22,802 +172%
QCG
170
Quadrant Capital Group
Ohio
$239K -$9.8K -2,133 -6%
Lido Advisors
171
Lido Advisors
California
$238K +$46.3K +10,080 +40%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$233K -$5.65K -1,229 -3%
IIA
173
IPG Investment Advisors
California
$230K +$8.17K +1,777 +5%
VA
174
Vident Advisory
Georgia
$224K -$147K -31,879 -49%
EI
175
Ethic Inc
New York
$221K -$348K -75,717 -61%

NIO Hedge Fund Activity: Q3 2024 in Review

439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q3 2024, worth a combined $1.19B — up 4% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of NIO and 56 opened new positions — a net loss of 30 holders — while 141 trimmed existing stakes and 117 added.

The largest buyer was Renaissance Technologies, adding an estimated $56.2M. The largest seller was BlackRock, cutting an estimated $254M.

  • 439 institutional investors held NIO (NIO) as of Q3 2024, down from 472 in Q2 2024.
  • Funds reported $1.19B of NIO stock for Q3 2024, up 4% quarter-over-quarter.
  • 56 funds opened new NIO positions in Q3 2024 and 86 closed out, a net change of -30 holders.
  • The largest NIO buyer in Q3 2024 was Renaissance Technologies, an estimated $56.2M added.
  • The largest NIO seller in Q3 2024 was BlackRock, an estimated $254M sold.

Based on aggregated 13F filings for Q3 2024.