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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
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$283M +$1.39M +373,700 +0.4%
BlackRock
2
BlackRock
New York
$87.9M +$1.91M +513,846 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.4M +$4.69M +1,260,537 +5%
Morgan Stanley
4
Morgan Stanley
New York
$43.5M +$41.2M +11,068,822 +242%
State Street
5
State Street
Massachusetts
$40.4M +$8.4M +2,256,317 +18%
Temasek Holdings
6
Temasek Holdings
Singapore
$38.6M -$103M -27,552,868 -66%
Goldman Sachs
7
Goldman Sachs
New York
$30.2M +$2.75M +738,013 +7%
CS
8
Credit Suisse
Switzerland
$26.8M +$6.16M +1,653,448 +21%
Norges Bank
9
Norges Bank
Norway
$19.1M +$24.5M +6,588,629 +2,441%
JP Morgan Chase
10
JP Morgan Chase
New York
$18.9M +$23.3M +6,245,611 +1,112%
PCM
11
Primavera Capital Management
Cayman Islands
$18.2M
Legal & General Group
12
Legal & General Group
United Kingdom
$13.6M +$877K +235,452 +5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$13.5M +$12.6M +3,378,488 +230%
Bank of America
14
Bank of America
North Carolina
$10.2M -$1.91M -512,902 -12%
UBS AM
15
UBS AM
Illinois
$9.67M -$40.2K -10,800 -0.3%
T
16
TOBAM
France
$9.17M +$12.3M +3,297,911 New
Northern Trust
17
Northern Trust
Illinois
$7.47M -$143K -38,312 -1%
Citadel Advisors
18
Citadel Advisors
Florida
$6.84M -$3.59M -963,132 -28%
Invesco
19
Invesco
Georgia
$6.43M -$818K -219,764 -9%
SG Americas Securities
20
SG Americas Securities
New York
$6.41M -$4.53M -1,216,655 -35%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$6.32M +$967K +259,591 +13%
Mitsubishi UFJ Trust & Banking
22
Mitsubishi UFJ Trust & Banking
Japan
$6.11M -$45.6K -12,255 -0.6%
Barclays
23
Barclays
United Kingdom
$5.88M +$5.64M +1,515,823 +252%
UBS Group
24
UBS Group
Switzerland
$5.58M -$260K -69,759 -3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$5.5M +$396K +106,460 +6%

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.