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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
OFW
201
Omnia Family Wealth
Florida
$1K
AF
202
Allworth Financial
California
$1K +$709 +100 New
FWM
203
Focused Wealth Management
New York
$1K +$737 +104 New
PGAM
204
Princeton Global Asset Management
New Jersey
$1K +$1.77K +250 New
LPC
205
Lone Pine Capital
Connecticut
-$20.4M -3,736,290 Closed
LOAME
206
Lombard Odier Asset Management (Europe)
United Kingdom
-$3.82M -600,000 Closed
SPPAM
207
Summit Partners Public Asset Management
Massachusetts
-$2.55M -400,000 Closed
DC
208
Diametric Capital
Massachusetts
-$1.9M -297,759 Closed
BPIH
209
Broad Peak Investment Holdings
Singapore
-$1.69M -264,700 Closed
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
-$707K -110,000 Closed
TEE
211
Tibra Equities Europe
United Kingdom
-$701K -110,000 Closed
SWRP
212
Summit Wealth & Retirement Planning
California
-$660K -103,672 Closed
DCM
213
Driehaus Capital Management
Illinois
-$545K -85,500 Closed
BCM
214
Barometer Capital Management
Ontario, Canada
-$453K -71,100 Closed
Hudson Bay Capital Management
215
Hudson Bay Capital Management
Connecticut
-$362K -51,119 Closed
MS
216
Maven Securities
Jersey
-$250K -40,000 Closed
AllianceBernstein
217
AllianceBernstein
Tennessee
-$255K -39,990 Closed
EIM
218
Essex Investment Management
Massachusetts
-$251K -39,367 Closed
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
-$115K -18,116 Closed
QC
220
QCM Cayman
Texas
-$76K -12,003 Closed
GGHC
221
Gilder Gagnon Howe & Co
New York
-$33K -5,151 Closed
CG
222
Cutler Group
California
-$24K -3,900 Closed
TCA
223
Tortoise Capital Advisors
Kansas
-$843 -119 -71%
GI
224
Gradient Investments
Minnesota
-$1K -100 Closed
HI
225
Human Investing
Oregon
+$21 +3 New

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.