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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
TIM
301
Total Investment Management
Arizona
$504K -$220K -5,350 -27%
VFA
302
Valeo Financial Advisors
Indiana
$503K +$145K +3,526 +33%
BFS
303
Bard Financial Services
Connecticut
$500K -$106K -2,575 -16%
USGIU
304
U.S. Global Investors (USGI)
Texas
$499K +$575K +14,000 New
NFG
305
Next Financial Group
Texas
$498K -$58.5K -1,424 -9%
Credit Agricole
306
Credit Agricole
France
$497K -$99.1K -2,411 -15%
DCM
307
Dupont Capital Management
Delaware
$477K -$63.4K -1,544 -10%
SFG
308
Sovereign Financial Group
Connecticut
$476K -$277K -6,750 -34%
William Blair & Company
309
William Blair & Company
Illinois
$476K -$74.3K -1,808 -12%
Victory Capital Management
310
Victory Capital Management
Texas
$471K -$384K -9,341 -41%
AII
311
AGF Investments Inc
Ontario, Canada
$470K
AWE
312
Avidian Wealth Enterprises
Texas
$460K +$372K +9,060 +235%
Assenagon Asset Management
313
Assenagon Asset Management
Luxembourg
$460K +$531K +12,918 New
EGM
314
Engineers Gate Manager
New York
$459K +$158K +3,840 +42%
HW
315
Hancock Whitney
Mississippi
$453K +$247K +6,006 +90%
SFS
316
Sowell Financial Services
Arkansas
$451K +$4.44K +108 +0.9%
MCC
317
Malaga Cove Capital
California
$448K +$517K +12,578 New
KeyBank National Association
318
KeyBank National Association
Ohio
$439K +$14.5K +353 +3%
PWAG
319
Polaris Wealth Advisory Group
California
$432K -$341K -8,300 -41%
PWM
320
Perigon Wealth Management
California
$419K -$84.8K -2,065 -15%
H
321
Hexavest
Quebec, Canada
$407K +$225K +5,469 +92%
PAS
322
Park Avenue Securities
New York
$400K +$3.45K +84 +0.8%
HIIFS
323
Harel Insurance Investments & Financial Services
Israel
$390K -$856K -20,833 -66%
Chevy Chase Trust
324
Chevy Chase Trust
Maryland
$383K -$23.3K -567 -5%
OWA
325
Octavia Wealth Advisors
Ohio
$371K

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.