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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
PFA
276
Paradigm Financial Advisors
Missouri
$686K +$68.8K +1,675 +10%
US Bancorp
277
US Bancorp
Minnesota
$673K -$104K -2,529 -12%
AIG
278
American International Group
New York
$657K +$24.6K +600 +3%
MC
279
Moors & Cabot
Massachusetts
$652K +$366K +8,900 +97%
SMDAM
280
Sumitomo Mitsui DS Asset Management
Japan
$649K -$6.13M -149,098 -89%
MA
281
Mutual Advisors
Nebraska
$641K +$18.2K +442 +3%
CF
282
Copperwynd Financial
Arizona
$638K
SPIA
283
Steward Partners Investment Advisory
New York
$636K -$332K -8,074 -31%
UCFA
284
United Capital Financial Advisors
Texas
$628K -$67.8K -1,650 -9%
TWM
285
Tradition Wealth Management
Minnesota
$610K +$205K +4,979 +41%
GIA
286
Gladstone Institutional Advisory
Florida
$600K +$22.7K +553 +3%
S
287
SignatureFD
Georgia
$591K -$141K -3,442 -17%
CWM
288
Cordatus Wealth Management
Pennsylvania
$583K +$672K +16,352 New
FFS
289
Founders Financial Securities
Maryland
$582K +$22.8K +555 +4%
GWMIA
290
Global Wealth Management Investment Advisory
Florida
$557K +$74.2K +1,806 +13%
LNWWM
291
Laird Norton Wetherby Wealth Management
California
$557K +$169K +4,104 +36%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$552K +$15.4K +376 +2%
FMP
293
Financial Management Professionals
Texas
$550K -$7.81K -190 -1%
VHAM
294
Van Hulzen Asset Management
California
$542K +$4.11K +100 +0.7%
WS
295
Wedbush Securities
California
$538K -$113K -2,745 -15%
SVCP
296
Silicon Valley Capital Partners
California
$536K +$397K +9,675 +180%
SM
297
SG3 Management
Puerto Rico
$534K +$616K +15,000 New
EVM
298
Eaton Vance Management
Massachusetts
$529K -$350K -8,516 -36%
CM
299
Capula Management
Cayman Islands
$529K +$380K +9,259 +166%
OIA
300
OneDigital Investment Advisors
Kansas
$511K -$41.6K -1,013 -7%

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.