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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
AAP
176
Arax Advisory Partners
Colorado
$15K +$20.5K +5,500 New
1832 Asset Management
177
1832 Asset Management
Ontario, Canada
$14K
IA
178
IFP Advisors
Florida
$13K -$8.06K -2,165 -32%
PCM
179
Penserra Capital Management
California
$12K -$3.83K -1,028 -24%
RE
180
RBC Europe
United Kingdom
$11.3K -$9.31K -2,500 -38%
SPIA
181
Steward Partners Investment Advisory
New York
$11K -$3.48K -935 -19%
PFO
182
Pathstone Family Office
New Jersey
$9K +$11.3K +3,025 New
VFA
183
Valeo Financial Advisors
Indiana
$8K -$147K -39,500 -93%
WWM
184
Willingdon Wealth Management
North Carolina
$7K
NSIM
185
North Star Investment Management
Illinois
$6K
PA
186
Procyon Advisors
Connecticut
$6K
CAN
187
Claraphi Advisory Network
United States
$6K +$7.63K +2,050 New
KWM
188
Kingsview Wealth Management
Oregon
$5K +$6.37K +1,710 New
VCP
189
Verus Capital Partners
Arizona
$5K +$7K +1,880 +2,686%
PAM
190
Panagora Asset Management
Massachusetts
$4K -$35.6K -9,561 -88%
DWM
191
Darwin Wealth Management
Florida
$4K +$5.59K +1,500 New
HNB
192
Huntington National Bank
Ohio
$4K +$5.59K +1,500 New
GRP
193
Global Retirement Partners
California
$3K
LC
194
Lindbrook Capital
California
$3K
SF
195
Synovus Financial
Georgia
$3K
BFC
196
Bedel Financial Consulting
Indiana
$3K +$3.7K +993 +14,186%
AIC
197
Ameritas Investment Company
Nebraska
$3K +$3.72K +1,000 New
Fidelity Investments
198
Fidelity Investments
Massachusetts
$3K +$4.43K +1,189 +9,146%
NFG
199
Next Financial Group
Texas
$2K -$77.7K -20,861 -97%
AWM
200
Avior Wealth Management
Nebraska
$2K

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.