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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
OIA
276
OneDigital Investment Advisors
Kansas
$149K -$3.57K -422 -3%
BFS
277
Bard Financial Services
Connecticut
$149K
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$148K
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$146K -$13K -1,538 -9%
SWP
280
Stratos Wealth Partners
Ohio
$146K +$25.7K +3,032 +25%
MWM
281
Meridian Wealth Management
Kentucky
$144K -$25 -3 -0%
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$144K -$1.01M -119,035 -89%
DAM
283
Derbend Asset Management
Georgia
$144K -$86.2K -10,185 -41%
Janney Montgomery Scott
284
Janney Montgomery Scott
Pennsylvania
$134K -$6.65M -785,216 -98%
KeyBank National Association
285
KeyBank National Association
Ohio
$134K
TCM
286
Telos Capital Management
California
$131K
MTWM
287
Masso Torrence Wealth Management
New Jersey
$131K -$2.54K -300 -2%
PWS
288
Paragon Wealth Strategies
Florida
$131K +$114K +13,504 New
CMTU
289
Capital Markets Trading (UK)
United Kingdom
$130K +$114K +13,448 New
IWM
290
IHT Wealth Management
Illinois
$129K -$10.3K -1,216 -8%
SFA
291
Sequoia Financial Advisors
Ohio
$127K +$111K +13,137 New
BF
292
BOK Financial
Oklahoma
$126K
Point72 Asset Management
293
Point72 Asset Management
Connecticut
$125K -$1.53M -181,370 -93%
GWM
294
Greenwich Wealth Management
Connecticut
$125K +$2.12K +250 +2%
EWM
295
Empirical Wealth Management
Washington
$124K +$108K +12,750 New
AllianceBernstein
296
AllianceBernstein
Tennessee
$123K
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$120K
CLOS
298
Compagnie Lombard Odier SCmA
Switzerland
$118K
ETC
299
Exchange Traded Concepts
Oklahoma
$118K +$4.31K +509 +4%
BAM
300
Brave Asset Management
New Jersey
$116K +$102K +12,000 New

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.