NIO
483 hedge funds and large institutions have $1.49B invested in NIO in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 150 increasing their positions, 151 reducing their positions, and 68 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 151
4% less funds holding
Funds holding: 501 → 483 (-18)
6.36% less ownership
Funds ownership: 26.5% → 20.14% (-6.4%)
16% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 68
33% less call options, than puts
Call options by funds: $276M | Put options by funds: $413M
61% less capital invested
Capital invested by funds: $3.79B → $1.49B (-$2.29B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.3M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
+$24.1M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$11.1M |
| 5 |
Squarepoint
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$577M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$73.6M |
| 3 |
ECP
Electron Capital Partners
New York
|
-$26.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$16.5M |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$14.7M |
NIO Hedge Fund Activity: Q1 2024 in Review
483 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q1 2024, worth a combined $1.49B — down 61% from $3.79B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of NIO and 57 opened new positions — a net loss of 11 holders — while 151 trimmed existing stakes and 150 added.
The largest buyer was Morgan Stanley, adding an estimated $61M. The largest seller was Baillie Gifford & Co, cutting an estimated $577M.
- 483 institutional investors held NIO (NIO) as of Q1 2024, down from 501 in Q4 2023.
- Funds reported $1.49B of NIO stock for Q1 2024, down 61% quarter-over-quarter.
- 57 funds opened new NIO positions in Q1 2024 and 68 closed out, a net change of -11 holders.
- The largest NIO buyer in Q1 2024 was Morgan Stanley, an estimated $61M added.
- The largest NIO seller in Q1 2024 was Baillie Gifford & Co, an estimated $577M sold.
Based on aggregated 13F filings for Q1 2024.