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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
AC
201
Avestar Capital
New York
$635K +$376K +24,395 New
EE
202
EWG Elevate
California
$611K +$200K +12,985 +82%
Victory Capital Management
203
Victory Capital Management
Texas
$599K +$434K +28,209 New
Connor, Clark & Lunn Investment Management (CC&L)
204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$597K +$178K +11,548 +70%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$592K +$45.3K +2,939 +12%
KAS
206
Kestra Advisory Services
Texas
$584K +$419K +27,240 New
GIA
207
Gladstone Institutional Advisory
Florida
$575K +$263K +17,082 +171%
American Century Companies
208
American Century Companies
Missouri
$572K +$34.1K +2,215 +9%
IFG
209
Independent Financial Group
California
$563K -$35K -2,270 -8%
VBFG
210
Vishria Bird Financial Group
Tennessee
$552K +$400K +26,000 New
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$548K +$68.3K +4,438 +21%
AIM
212
Aigen Investment Management
New York
$541K +$392K +25,482 New
TIM
213
Total Investment Management
Arizona
$529K +$73.9K +4,800 +38%
CI
214
Cigna Investments
Connecticut
$496K +$54.7K +3,553 +18%
GC
215
Guggenheim Capital
Illinois
$477K +$346K +22,467 New
BRWA
216
B. Riley Wealth Advisors
Florida
$463K +$335K +21,780 New
CC
217
Centiva Capital
New York
$437K +$317K +20,580 New
SDH
218
Sloy Dahl & Holst
Washington
$432K +$239K +15,531 New
MSL
219
Mackay Shields LLC
New York
$427K +$309K +20,100 New
PWAG
220
Polaris Wealth Advisory Group
California
$421K +$300K +19,500 New
AFP
221
Ausdal Financial Partners
Iowa
$414K
IWC
222
Integrated Wealth Concepts
Massachusetts
$413K -$106K -6,875 -26%
BSW
223
Buckingham Strategic Wealth
Missouri
$406K +$295K +19,153 New
AWA
224
Arete Wealth Advisors
Illinois
$399K -$180K -11,691 -38%
ECM
225
ETrade Capital Management
Virginia
$398K +$289K +18,757 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.