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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
VBFG
251
Vishria Bird Financial Group
Tennessee
$929K
GC
252
Guggenheim Capital
Illinois
$921K -$151K -3,681 -12%
PCA
253
Pallas Capital Advisors
Massachusetts
$904K +$895K +21,787 New
MFG
254
Magnus Financial Group
New York
$898K +$55.8K +1,359 +6%
GAA
255
Green Alpha Advisors
Colorado
$879K +$69.6K +1,695 +7%
CI
256
Cigna Investments
Connecticut
$858K +$51.5K +1,253 +5%
LC
257
Lindbrook Capital
California
$849K +$216K +5,263 +28%
NIM
258
NXG Investment Management
Texas
$817K +$346K +8,412 +58%
JMPWA
259
JP Morgan Private Wealth Advisors
California
$815K +$354K +8,620 +60%
CLOS
260
Compagnie Lombard Odier SCmA
Switzerland
$807K -$140K -3,400 -13%
ASN
261
Advisory Services Network
Georgia
$788K -$89.7K -2,184 -9%
Principal Financial Group
262
Principal Financial Group
Iowa
$776K -$141K -3,444 -14%
NAM
263
NorthCoast Asset Management
Connecticut
$771K -$3.25K -79 -0.4%
CC
264
Centiva Capital
New York
$758K +$874K +21,277 New
SLWA
265
San Luis Wealth Advisors
California
$756K +$872K +21,231 New
NA
266
NewEdge Advisors
Louisiana
$752K -$65.3K -1,590 -7%
SIM
267
Seaview Investment Managers
Florida
$750K +$865K +21,044 New
RBFC
268
Roman Butler Fullerton & Co
Missouri
$748K +$574K +13,981 +285%
PHK
269
Point72 Hong Kong
Hong Kong
$748K +$863K +20,998 New
LWM
270
Laidlaw Wealth Management
New York
$743K +$455K +11,079 +113%
PFO
271
Pathstone Family Office
New Jersey
$725K +$67.6K +1,646 +9%
RIM
272
Redpoint Investment Management
Australia
$713K -$86.5K -2,106 -10%
AFP
273
Ausdal Financial Partners
Iowa
$693K +$82.2K +2,000 +11%
CAM
274
Cresset Asset Management
Illinois
$690K -$43.8K -1,067 -5%
Fisher Asset Management
275
Fisher Asset Management
Washington
$689K -$122K -2,965 -13%

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.