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Highlights
Institutional investors, including AlphaStar Capital Management LLC, have acquired new stakes in Nio Inc. reflecting increased institutional involvement.
Several hedge funds and wealth management firms have adjusted their holdings in the company in recent quarters.
Institutional ownership currently stands at approximately 48.55% of the company’s shares.
Institutional Investment in Nio Inc.
Nio Inc. (NYSE:NIO), a key player in the electric vehicle sector, has been seeing increased institutional interest. The latest regulatory filings indicate that AlphaStar Capital Management LLC has acquired a new position in the company. This acquisition, documented in the company’s latest 13F filing with the Securities & Exchange Commission, includes 123,270 shares valued at approximately $537,000.
Other institutional investors have also adjusted their holdings in Nio over the past few quarters. Hedge funds and wealth management firms have been increasing or decreasing their positions based on various market dynamics. The participation of these entities in Nio’s equity reflects broader industry trends and institutional engagement.
Recent Changes in Institutional Holdings
Ballentine Partners LLC increased its holdings in Nio by 11.5% during the third quarter, bringing its total ownership to 24,020 shares. This adjustment added 2,482 shares to its portfolio, bringing its valuation to $160,000. Similarly, Atomi Financial Group Inc. expanded its stake in Nio by 15.5% in the same period, accumulating 19,327 shares valued at $129,000.
Perigon Wealth Management LLC also increased its holdings by 24.1% in the fourth quarter, acquiring an additional 2,867 shares. This brought its total investment in Nio to 14,769 shares, valued at $61,000. Likewise, BSW Wealth Partners expanded its stake by 21.4%, now holding 20,423 shares, valued at $89,000, after adding 3,606 shares to its portfolio.
Blue Trust Inc. made a notable increase in its Nio holdings, with a 138.5% rise in the fourth quarter. The firm now owns 6,212 shares, representing an increase of 3,607 shares, with a total valuation of $27,000. These adjustments indicate a shift in institutional strategies regarding Nio’s stock.
Institutional Ownership Trends
As of the latest reporting period, hedge funds and institutional investors collectively hold approximately 48.55% of Nio Inc.'s outstanding shares. This level of institutional participation suggests ongoing interest in the company within the electric vehicle industry. Institutional investors often play a key role in shaping stock performance, and their involvement in Nio could indicate evolving perspectives on the company’s positioning in the sector.
With continuous shifts in institutional ownership, Nio Inc. remains an entity of focus within the broader electric vehicle landscape. The company’s presence in institutional portfolios reflects its role in the evolving dynamics of the industry.
