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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
LC
176
Lindbrook Capital
California
$5K
FCB
177
First Command Bank
Texas
$5K +$6.86K +968 New
FCFS
178
First Command Financial Services
Texas
$5K +$6.86K +968 New
BFEC
179
Benjamin F. Edwards & Company
Missouri
$5K +$7.09K +1,000 New
BAM
180
Bruderman Asset Management
New York
$5K +$7.09K +1,000 New
CFGS
181
Concourse Financial Group Securities
Alabama
$5K +$7.09K +1,000 New
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$5K +$7.09K +1,000 New
PCM
183
Penserra Capital Management
California
$4K +$978 +138 +16%
LYV
184
Live Your Vision
Pennsylvania
$4K +$5.85K +825 +423%
PHK
185
Point72 Hong Kong
Hong Kong
$3K -$169K -23,778 -98%
US Bancorp
186
US Bancorp
Minnesota
$3K
CAGAS
187
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.54K +500 New
PCA
188
Providence Capital Advisors
North Carolina
$3K +$3.54K +500 New
RIA
189
Realta Investment Advisors
Delaware
$3K +$3.54K +500 New
FHA
190
Flagship Harbor Advisors
Massachusetts
$3K +$4.25K +600 New
CAM
191
CenterStar Asset Management
Illinois
$2K
S
192
SignatureFD
Georgia
$2K
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$2K
PA
194
Parallel Advisors
California
$2K +$709 +100 +36%
GWM
195
Geneos Wealth Management
Colorado
$2K +$2.13K +300 +125%
KTC
196
Kistler-Tiffany Companies
Pennsylvania
$2K +$2.22K +313 New
VNA
197
Valley National Advisers
Pennsylvania
$2K +$3.08K +434 New
IFAM
198
Institutional & Family Asset Management
Colorado
$1K -$1.03K -145 -48%
IF
199
Ironwood Financial
Arizona
$1K -$135 -19 -7%
CAC
200
Certified Advisory Corp
Florida
$1K

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.