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104 hedge funds and large institutions have $1.26B invested in NIO in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $54.7M | Put options by funds: $20M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

28% more funds holding

Funds holding: 81104 (+23)

3% more capital invested

Capital invested by funds: $1.22B → $1.26B (+$38.7M)

84.18% less ownership

Funds ownership: 109.92%25.74% (-84%)

Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
45
Increased
22
Reduced
15
Closed
22
Calls
$54.7M
Puts
$20M
Net Calls
+$34.7M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$511M -$35.1M -5,040,994 -6%
Temasek Holdings
2
Temasek Holdings
Singapore
$264M +$288M +41,446,985 New
WP
3
Warburg Pincus
New York
$177M
Norges Bank
4
Norges Bank
Norway
$86M -$43.5M -6,250,000 -32%
PCM
5
Primavera Capital Management
Cayman Islands
$41.6M
AG
6
Artal Group
Luxembourg
$35.7M +$28.5M +4,100,000 +273%
LPC
7
Lone Pine Capital
Connecticut
$20.4M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.2M +$5.71M +820,466 +66%
MCM
9
Masters Capital Management
Georgia
$12.7M
IM
10
Islet Management
New York
$11.5M +$12.5M +1,800,000 New
Mitsubishi UFJ Trust & Banking
11
Mitsubishi UFJ Trust & Banking
Japan
$8.64M -$192K -27,550 -2%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$8.46M -$14.3M -2,050,000 -61%
Morgan Stanley
13
Morgan Stanley
New York
$7.85M -$79.2M -11,387,241 -90%
AI
14
Atom Investors
Texas
$5.72M +$6.25M +897,827 New
Wellington Management Group
15
Wellington Management Group
Massachusetts
$5.49M +$5.99M +861,325 New
Neuberger Berman Group
16
Neuberger Berman Group
New York
$5.42M +$5.92M +851,373 New
Macquarie Group
17
Macquarie Group
Australia
$4.14M
LP
18
LMR Partners
United Kingdom
$3.87M +$4.23M +608,000 New
LOAME
19
Lombard Odier Asset Management (Europe)
United Kingdom
$3.82M
Invesco
20
Invesco
Georgia
$3.43M +$3.74M +537,979 New
SPPAM
21
Summit Partners Public Asset Management
Massachusetts
$2.55M +$696K +100,000 +33%
Millennium Management
22
Millennium Management
New York
$2.45M -$12.4M -1,786,568 -82%
DC
23
Diametric Capital
Massachusetts
$1.9M +$1.7M +244,680 +461%
Citadel Advisors
24
Citadel Advisors
Florida
$1.72M +$1.38M +198,422 +277%
BPIH
25
Broad Peak Investment Holdings
Singapore
$1.69M

NIO Hedge Fund Activity: Q4 2018 in Review

104 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2018, worth a combined $1.26B — up 3.2% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new NIO positions and 22 closed out — a net gain of 23 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $288M. The largest seller was Morgan Stanley, cutting an estimated $79.2M.

  • 104 institutional investors held NIO (NIO) as of Q4 2018, up from 81 in Q3 2018.
  • Funds reported $1.26B of NIO stock for Q4 2018, up 3.2% quarter-over-quarter.
  • 45 funds opened new NIO positions in Q4 2018 and 22 closed out, a net change of +23 holders.
  • The largest NIO buyer in Q4 2018 was Temasek Holdings, an estimated $288M added.
  • The largest NIO seller in Q4 2018 was Morgan Stanley, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2018.