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612 hedge funds and large institutions have $11.2B invested in Rivian in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 193 increasing their positions, 160 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $620M | Put options by funds: $464M

29% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 108

21% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 160

4% more funds holding

Funds holding: 591612 (+21)

3.85% less ownership

Funds ownership: 70.13%66.28% (-3.8%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

47% less capital invested

Capital invested by funds: $21B → $11.2B (-$9.81B)

Holders
612
Holders Change
+21
Holders Change %
+3.55%
% of All Funds
9.84%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
139
Increased
193
Reduced
160
Closed
108
Calls
$620M
Puts
$464M
Net Calls
+$156M
Net Calls Change
-$45.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
251
Macquarie Group
Australia
$305K +$201K +6,837 +71%
Vontobel Holding
252
Vontobel Holding
Switzerland
$298K +$90.8K +3,084 +22%
JAFL
253
Jay A. Fishman Ltd
Michigan
$293K
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$293K +$11.6K +394 +3%
PWM
255
Perigon Wealth Management
California
$288K +$227K +7,704 +97%
JF
256
Jump Financial
Illinois
$287K +$459K +15,587 New
NFSG
257
Newbridge Financial Services Group
Florida
$286K -$62.4K -2,121 -12%
MML Investors Services
258
MML Investors Services
Massachusetts
$285K +$76.9K +2,614 +20%
CIBC World Market
259
CIBC World Market
Ontario, Canada
$283K -$90K -3,056 -17%
Bank Julius Baer & Co
260
Bank Julius Baer & Co
Switzerland
$280K +$35.5K +1,206 +9%
JMPWA
261
JP Morgan Private Wealth Advisors
California
$277K +$46.4K +1,578 +12%
DTL
262
Dynamic Technology Lab
Singapore
$273K +$437K +14,839 New
CA
263
Cetera Advisors
Colorado
$266K +$22.9K +777 +6%
SG
264
StoneX Group
New York
$264K +$422K +14,350 New
CGL
265
Clarius Group LLC
Washington
$260K +$30.4K +1,034 +8%
WBC
266
Westpac Banking Corp
Australia
$256K
WWM
267
Western Wealth Management
Colorado
$255K -$41K -1,392 -9%
SLAM
268
Swiss Life Asset Management
$255K +$33.6K +1,140 +9%
EE
269
EWG Elevate
California
$253K +$404K +13,719 New
S
270
SignatureFD
Georgia
$252K +$44.7K +1,519 +12%
MW
271
MBL Wealth
North Carolina
$247K
AAS
272
Avantax Advisory Services
Texas
$244K -$26.1K -888 -6%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$241K +$65.3K +2,219 +20%
CI Investments Inc
274
CI Investments Inc
Ontario, Canada
$239K +$76.4K +2,594 +25%
Lido Advisors
275
Lido Advisors
California
$237K +$379K +12,879 New

RIVN Hedge Fund Activity: Q4 2022 in Review

612 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Rivian (RIVN) for Q4 2022, worth a combined $11.2B — down 47% from $21B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new RIVN positions and 108 closed out — a net gain of 31 holders — while 193 added to existing stakes and 160 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $186M. The largest seller was T. Rowe Price Associates, cutting an estimated $707M.

  • 612 institutional investors held Rivian (RIVN) as of Q4 2022, up from 591 in Q3 2022.
  • Funds reported $11.2B of Rivian stock for Q4 2022, down 47% quarter-over-quarter.
  • 139 funds opened new Rivian positions in Q4 2022 and 108 closed out, a net change of +31 holders.
  • The largest Rivian buyer in Q4 2022 was Mirae Asset Global Investments, an estimated $186M added.
  • The largest Rivian seller in Q4 2022 was T. Rowe Price Associates, an estimated $707M sold.

Based on aggregated 13F filings for Q4 2022.