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528 hedge funds and large institutions have $11.3B invested in NIO in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 191 increasing their positions, 161 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 161

4.32% less ownership

Funds ownership: 39.67%35.35% (-4.3%)

13% less funds holding

Funds holding: 605528 (-77)

22% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.32B

34% less capital invested

Capital invested by funds: $17.2B → $11.3B (-$5.82B)

50% less funds holding in top 10

Funds holding in top 10: 168 (-8)

52% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 135

Holders
528
Holders Change
-77
Holders Change %
-12.73%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
65
Increased
191
Reduced
161
Closed
135
Calls
$1.04B
Puts
$1.32B
Net Calls
-$285M
Net Calls Change
+$1.4B
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
226
Sigma Planning Corp
Michigan
$742K -$264K -11,198 -24%
CAM
227
Cresset Asset Management
Illinois
$740K -$228K -9,671 -22%
NIM
228
NXG Investment Management
Texas
$729K -$26.9K -1,144 -3%
SDH
229
Sloy Dahl & Holst
Washington
$722K -$5.4M -229,366 -87%
CC
230
Centiva Capital
New York
$717K -$85K -3,609 -10%
Credit Agricole
231
Credit Agricole
France
$701K +$274K +11,648 +54%
JMPWA
232
JP Morgan Private Wealth Advisors
California
$674K +$93.5K +3,971 +14%
APA
233
American Portfolios Advisors
New York
$652K +$68.6K +2,913 +10%
BAM
234
Belpointe Asset Management
Nevada
$649K -$368K -15,617 -34%
XS
235
XR Securities
Illinois
$649K +$726K +30,828 New
SLWA
236
San Luis Wealth Advisors
California
$646K
ASN
237
Advisory Services Network
Georgia
$642K +$88.3K +3,751 +14%
IWC
238
Integrated Wealth Concepts
Massachusetts
$635K +$33K +1,400 +5%
PFS
239
Prospera Financial Services
Texas
$633K +$78.8K +3,346 +13%
IFG
240
Independent Financial Group
California
$613K -$41.2K -1,750 -6%
AAS
241
Avantax Advisory Services
Texas
$595K +$44.7K +1,897 +7%
GAA
242
Green Alpha Advisors
Colorado
$582K +$47.9K +2,032 +8%
Truist Financial
243
Truist Financial
North Carolina
$581K -$289K -12,269 -31%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$577K
CAM
245
ClariVest Asset Management
California
$573K -$1.25K -53 -0.2%
CG
246
Cutler Group
California
$564K -$1.81M -76,762 -74%
Cetera Investment Advisers
247
Cetera Investment Advisers
Illinois
$564K -$247K -10,506 -28%
Lido Advisors
248
Lido Advisors
California
$551K -$7.33K -311 -1%
USGIU
249
U.S. Global Investors (USGI)
Texas
$547K -$424K -18,000 -41%
CI
250
Cigna Investments
Connecticut
$546K +$51K +2,166 +9%

NIO Hedge Fund Activity: Q1 2022 in Review

528 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q1 2022, worth a combined $11.3B — down 34% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of NIO and 65 opened new positions — a net loss of 70 holders — while 161 trimmed existing stakes and 191 added.

The largest buyer was Morgan Stanley, adding an estimated $179M. The largest seller was State Street, cutting an estimated $143M.

  • 528 institutional investors held NIO (NIO) as of Q1 2022, down from 605 in Q4 2021.
  • Funds reported $11.3B of NIO stock for Q1 2022, down 34% quarter-over-quarter.
  • 65 funds opened new NIO positions in Q1 2022 and 135 closed out, a net change of -70 holders.
  • The largest NIO buyer in Q1 2022 was Morgan Stanley, an estimated $179M added.
  • The largest NIO seller in Q1 2022 was State Street, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2022.