NIO
219 hedge funds and large institutions have $1.4B invested in NIO in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 35 closing their positions.
171% more capital invested
Capital invested by funds: $518M → $1.4B (+$884M)
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
6% more funds holding
Funds holding: 206 → 219 (+13)
2.23% more ownership
Funds ownership: 42.94% → 45.16% (+2.2%)
10% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 51
61% less call options, than puts
Call options by funds: $151M | Put options by funds: $383M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.6M |
| 2 |
TAA
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
+$19.8M |
| 3 |
MAM
Myriad Asset Management
North Point,
Hong Kong
|
+$19.2M |
| 4 |
D.E. Shaw & Co
New York
|
+$12.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Warburg Pincus
New York
|
-$27.6M |
| 2 |
HA
HHLR Advisors
Grand Cayman,
Cayman Islands
|
-$20.9M |
| 3 |
Citigroup
New York
|
-$7.42M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$6.58M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.22M |
NIO Hedge Fund Activity: Q4 2019 in Review
219 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2019, worth a combined $1.4B — up 171% from $518M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new NIO positions and 35 closed out — a net gain of 13 holders — while 56 added to existing stakes and 51 trimmed.
The largest buyer was Vanguard Group, adding an estimated $38.6M. The largest seller was Warburg Pincus, exiting entirely with an estimated $27.6M sold.
- 219 institutional investors held NIO (NIO) as of Q4 2019, up from 206 in Q3 2019.
- Funds reported $1.4B of NIO stock for Q4 2019, up 171% quarter-over-quarter.
- 48 funds opened new NIO positions in Q4 2019 and 35 closed out, a net change of +13 holders.
- The largest NIO buyer in Q4 2019 was Vanguard Group, an estimated $38.6M added.
- The largest NIO seller in Q4 2019 was Warburg Pincus, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2019.