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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
CAC
201
Certified Advisory Corp
Florida
$2K
US Bancorp
202
US Bancorp
Minnesota
$2K
FWM
203
Focused Wealth Management
New York
$2K +$41 +11 +2%
BWM
204
Baystate Wealth Management
Massachusetts
$2K +$2.61K +700 New
FP
205
Financial Perspectives
Minnesota
$1.39K
BCM
206
Blume Capital Management
California
$1K -$1.86K -500 -50%
AF
207
Advisornet Financial
Minnesota
$1K
KTC
208
Kistler-Tiffany Companies
Pennsylvania
$1K
PGAM
209
Princeton Global Asset Management
New Jersey
$1K
PCA
210
Providence Capital Advisors
North Carolina
$1K
VNA
211
Valley National Advisers
Pennsylvania
$1K
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$1K
SFS
213
Sowell Financial Services
Arkansas
$1K +$741 +199 +114%
PFGIA
214
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$923 +248 New
SBL
215
Sargent Bickham Lagudis
Colorado
$1K +$983 +264 New
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.03K +276 +221%
AC
217
AlphaCore Capital
California
$1K +$1.86K +500 New
CTC
218
Central Trust Company
Missouri
$1K +$1.86K +500 New
EW
219
Evoke Wealth
California
$456 +$611 +164 New
MAM
220
Myriad Asset Management
Hong Kong
-$38.7M -9,637,900 Closed
HH
221
HSG Holding
Hong Kong
-$18.4M -4,569,114 Closed
HP
222
Hound Partners
New York
-$7.82M -1,945,402 Closed
NFT
223
Nan Fung Trinity
Hong Kong
-$6.61M -1,643,465 Closed
LA
224
Linden Advisors
New York
-$6.44M -1,602,800 Closed
HI
225
HBK Investments
Texas
-$5.39M -1,340,100 Closed

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.