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576 hedge funds and large institutions have $17.3B invested in NIO in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 217 increasing their positions, 192 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 192

0.64% more ownership

Funds ownership: 35.06%35.7% (+0.64%)

13% less funds holding

Funds holding: 660576 (-84)

32% less capital invested

Capital invested by funds: $25.4B → $17.3B (-$8.06B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

48% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $3.82B

59% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 123

Holders
576
Holders Change
-84
Holders Change %
-12.73%
% of All Funds
10.08%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.14%
New
51
Increased
217
Reduced
192
Closed
123
Calls
$1.98B
Puts
$3.82B
Net Calls
-$1.84B
Net Calls Change
-$75.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Avestar Capital
New York
$1.28M +$200K +4,870 +16%
SWP
227
Stratos Wealth Partners
Ohio
$1.25M -$70.5K -1,715 -5%
EH
228
EMG Holdings
Connecticut
$1.24M +$1.42M +34,659 New
QTM
229
qPULA Trading Management
New York
$1.22M +$161K +3,919 +13%
BC
230
BIT Capital
Germany
$1.22M +$1.4M +34,165 New
BAM
231
Belpointe Asset Management
Nevada
$1.17M +$323K +7,864 +32%
APA
232
American Portfolios Advisors
New York
$1.16M +$833K +20,264 +165%
EH
233
Equitable Holdings
New York
$1.12M -$488K -11,889 -27%
HAG
234
HighPoint Advisor Group
Illinois
$1.1M +$159K +3,878 +14%
QOP
235
Quinn Opportunity Partners
Virginia
$1.09M
CIC
236
Canal Insurance Company
South Carolina
$1.07M
PIMJS
237
PKO Investment Management Joint-Stock
Poland
$1.07M +$1.23M +30,000 New
GAG
238
GM Advisory Group
New York
$1.05M -$16K -390 -1%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$1.04M +$63.8K +1,554 +6%
DAM
240
Derbend Asset Management
Georgia
$1.04M
IFG
241
Independent Financial Group
California
$1.03M -$898K -21,853 -43%
CM
242
Caption Management
Oklahoma
$1.03M +$477K +11,600 +67%
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$1.01M +$343K +8,345 +42%
BAMF
244
BI Asset Management Fondsmaeglerselskab
Denmark
$1M -$272K -6,620 -19%
BMSSC
245
B. Metzler seel. Sohn & Co
Germany
$997K +$944K +22,978 +460%
SW
246
SteelPeak Wealth
California
$996K -$1.5M -36,461 -57%
FA
247
Fagan Associates
New York
$995K -$125K -3,042 -10%
Mariner
248
Mariner
Kansas
$970K +$371K +9,036 +50%
IWC
249
Integrated Wealth Concepts
Massachusetts
$967K -$10.1K -245 -0.9%
AAS
250
Avantax Advisory Services
Texas
$965K +$109K +2,646 +11%

NIO Hedge Fund Activity: Q3 2021 in Review

576 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q3 2021, worth a combined $17.3B — down 32% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of NIO and 51 opened new positions — a net loss of 72 holders — while 192 trimmed existing stakes and 217 added.

The largest buyer was State Street, adding an estimated $261M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $213M sold.

  • 576 institutional investors held NIO (NIO) as of Q3 2021, down from 660 in Q2 2021.
  • Funds reported $17.3B of NIO stock for Q3 2021, down 32% quarter-over-quarter.
  • 51 funds opened new NIO positions in Q3 2021 and 123 closed out, a net change of -72 holders.
  • The largest NIO buyer in Q3 2021 was State Street, an estimated $261M added.
  • The largest NIO seller in Q3 2021 was Two Sigma Advisers, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2021.