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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
MFG
276
Magnus Financial Group
New York
$354K -$75.1K -3,190 -16%
AAM
277
Advisors Asset Management
Colorado
$353K +$145K +6,166 +58%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$352K +$16.9K +717 +4%
SWP
279
Stratos Wealth Partners
Ohio
$347K -$114K -4,831 -23%
SPIA
280
Steward Partners Investment Advisory
New York
$345K +$6.08K +258 +2%
BFS
281
Bard Financial Services
Connecticut
$345K +$55.3K +2,350 +17%
GIA
282
Gladstone Institutional Advisory
Florida
$341K +$19.1K +809 +5%
BBL
283
Beck Bode LLC
Massachusetts
$335K +$375K +15,908 New
AWM
284
Axxcess Wealth Management
California
$332K -$2K -85 -0.5%
Fisher Asset Management
285
Fisher Asset Management
Washington
$331K -$20K -851 -5%
GWMIA
286
Global Wealth Management Investment Advisory
Florida
$330K -$4.59K -195 -1%
FHC
287
First Heartland Consultants
Missouri
$330K +$370K +15,722 New
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$327K -$1.33M -56,397 -78%
FMP
289
Financial Management Professionals
Texas
$325K
PHK
290
Point72 Hong Kong
Hong Kong
$325K +$364K +15,445 New
CW
291
Connectus Wealth
Ohio
$323K -$23.6K -1,000 -9%
IIA
292
IPG Investment Advisors
California
$323K +$77.2K +3,277 +27%
VAFP
293
Vahanian & Associates Financial Planning
New York
$318K -$48K -2,040 -12%
SIGI
294
Susquehanna International Group (Ireland)
Ireland
$315K +$353K +14,972 New
ETC
295
Exchange Traded Concepts
Oklahoma
$313K +$182K +7,725 +108%
MIA
296
MMBG Investment Advisors
Florida
$312K +$349K +14,802 New
RG
297
Rathbones Group
United Kingdom
$295K +$330K +13,998 New
UCFA
298
United Capital Financial Advisors
Texas
$289K -$50K -2,124 -13%
MTWM
299
Masso Torrence Wealth Management
New Jersey
$285K +$88K +3,735 +38%
KeyBank National Association
300
KeyBank National Association
Ohio
$279K

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.