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383 hedge funds and large institutions have $9.73B invested in NIO in 2020 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 134 increasing their positions, 73 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 49

204% more capital invested

Capital invested by funds: $3.2B → $9.73B (+$6.53B)

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

84% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 73

38% more funds holding

Funds holding: 278383 (+105)

2.85% less ownership

Funds ownership: 45.75%42.89% (-2.9%)

35% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $1.96B

Holders
383
Holders Change
+105
Holders Change %
+37.77%
% of All Funds
7.73%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.24%
New
157
Increased
134
Reduced
73
Closed
49
Calls
$1.27B
Puts
$1.96B
Net Calls
-$688M
Net Calls Change
-$412M
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
176
Alpine Global Management
New York
$1.11M +$807K +52,398 New
SEC
177
Seven Eight Capital
New York
$1.11M +$287K +18,630 +55%
BFM
178
Boothbay Fund Management
New York
$995K -$225K -14,644 -24%
Ameriprise
179
Ameriprise
Minnesota
$992K +$727K +47,206 New
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$986K -$448K -29,071 -38%
AWAM
181
Appian Way Asset Management
New York
$977K +$709K +46,051 New
MME
182
Meag Munich Ergo
Germany
$976K +$708K +46,000 New
QT
183
Quantbot Technologies
New York
$969K +$630K +40,892 +852%
Stifel Financial
184
Stifel Financial
Missouri
$908K +$659K +42,784 New
AWM
185
AE Wealth Management
Kansas
$884K +$234K +15,223 +58%
AAM
186
Azzad Asset Management
Virginia
$857K +$237K +15,397 +62%
SPC
187
Sigma Planning Corp
Michigan
$856K +$318K +20,657 +105%
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
$848K +$615K +39,970 New
T. Rowe Price Associates
189
T. Rowe Price Associates
Maryland
$834K
NA
190
NewEdge Advisors
Louisiana
$818K +$435K +28,267 +274%
PAM
191
Panagora Asset Management
Massachusetts
$816K +$530K +34,444 +860%
MTIM
192
Marathon Trading Investment Management
Pennsylvania
$778K +$565K +36,674 New
NFSG
193
Newbridge Financial Services Group
Florida
$727K +$528K +34,268 New
Axa
194
Axa
France
$715K +$519K +33,700 New
PAM
195
Pinpoint Asset Management
Hong Kong
$705K -$1.16M -75,400 -69%
CGH
196
Crossmark Global Holdings
Texas
$687K +$498K +32,360 New
MA
197
MYDA Advisors
New York
$679K +$493K +32,000 New
AAS
198
Avantax Advisory Services
Texas
$666K +$484K +31,435 New
JWM
199
Jackson Wealth Management
Florida
$637K +$462K +30,000 New
RCIM
200
Russell Clark Investment Management
United Kingdom
$637K +$462K +30,000 New

NIO Hedge Fund Activity: Q3 2020 in Review

383 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q3 2020, worth a combined $9.73B — up 204% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new NIO positions and 49 closed out — a net gain of 108 holders — while 134 added to existing stakes and 73 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $172M. The largest seller was D.E. Shaw & Co, cutting an estimated $117M.

  • 383 institutional investors held NIO (NIO) as of Q3 2020, up from 278 in Q2 2020.
  • Funds reported $9.73B of NIO stock for Q3 2020, up 204% quarter-over-quarter.
  • 157 funds opened new NIO positions in Q3 2020 and 49 closed out, a net change of +108 holders.
  • The largest NIO buyer in Q3 2020 was Baillie Gifford & Co, an estimated $172M added.
  • The largest NIO seller in Q3 2020 was D.E. Shaw & Co, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2020.