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482 hedge funds and large institutions have $4.82B invested in NIO in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more call options, than puts

Call options by funds: $420M | Put options by funds: $381M

1% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 148

0.17% more ownership

Funds ownership: 32%32.18% (+0.17%)

2% less funds holding

Funds holding: 493482 (-11)

8% less capital invested

Capital invested by funds: $5.21B → $4.82B (-$393M)

14% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 59

Holders
482
Holders Change
-11
Holders Change %
-2.23%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
51
Increased
150
Reduced
148
Closed
59
Calls
$420M
Puts
$381M
Net Calls
+$39.4M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
XC
251
XY Capital
Hong Kong
$222K +$194K +22,894 New
QPBE
252
Quintet Private Bank (Europe)
Luxembourg
$216K -$68.4K -8,077 -27%
QCG
253
Quadrant Capital Group
Ohio
$213K +$114K +13,528 +160%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$199K -$40.4K -4,776 -19%
SPIA
255
Steward Partners Investment Advisory
New York
$196K -$12K -1,420 -7%
PFWA
256
Paces Ferry Wealth Advisors
Georgia
$195K +$16.9K +2,000 +11%
APW
257
Axim Planning & Wealth
Ohio
$192K +$23.3K +2,750 +16%
S
258
SignatureFD
Georgia
$191K +$60K +7,090 +56%
BBA
259
Baader Bank Aktiengesellschaft
Germany
$191K +$78.5K +9,281 +67%
AIG
260
American International Group
New York
$188K
BAAM
261
Baker Avenue Asset Management
California
$187K +$161K +19,000 +6,985%
FFS
262
Founders Financial Securities
Maryland
$184K -$12.7K -1,500 -7%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$178K +$28.8K +3,399 +23%
RG
264
Rathbones Group
United Kingdom
$174K
VWA
265
Visionary Wealth Advisors
Illinois
$165K -$3.87K -457 -3%
TWM
266
Tradition Wealth Management
Minnesota
$163K +$846 +100 +0.6%
GIA
267
Gladstone Institutional Advisory
Florida
$162K -$13.7K -1,615 -9%
SGA
268
Seaport Global Advisors
Massachusetts
$162K +$21K +2,487 +17%
VFA
269
Valeo Financial Advisors
Indiana
$161K -$70.9K -8,375 -34%
BC
270
Bridgefront Capital
Texas
$158K +$138K +16,329 New
B
271
Bellecapital
Switzerland
$157K
ACA
272
Aptus Capital Advisors
Alabama
$157K -$86.2K -10,185 -39%
CA
273
Calton & Associates
Florida
$156K +$16.8K +1,990 +14%
FHC
274
First Heartland Consultants
Missouri
$154K +$4.23K +500 +3%
IIA
275
IPG Investment Advisors
California
$153K

NIO Hedge Fund Activity: Q2 2023 in Review

482 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q2 2023, worth a combined $4.82B — down 7.5% from $5.21B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of NIO and 51 opened new positions — a net loss of 8 holders — while 148 trimmed existing stakes and 150 added.

The largest buyer was Voloridge Investment Management, adding an estimated $82.8M. The largest seller was State Street, cutting an estimated $33.5M.

  • 482 institutional investors held NIO (NIO) as of Q2 2023, down from 493 in Q1 2023.
  • Funds reported $4.82B of NIO stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 51 funds opened new NIO positions in Q2 2023 and 59 closed out, a net change of -8 holders.
  • The largest NIO buyer in Q2 2023 was Voloridge Investment Management, an estimated $82.8M added.
  • The largest NIO seller in Q2 2023 was State Street, an estimated $33.5M sold.

Based on aggregated 13F filings for Q2 2023.