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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
BF
301
BOK Financial
Oklahoma
$274K -$115K -4,865 -27%
MTIM
302
Marathon Trading Investment Management
Pennsylvania
$270K -$237K -10,072 -44%
SG
303
StoneX Group
New York
$265K +$116K +4,908 +64%
WJWM
304
Williams Jones Wealth Management
New York
$263K +$294K +12,500 New
RWP
305
RWA Wealth Partners
Massachusetts
$260K +$70.7K +3,000 +32%
Assenagon Asset Management
306
Assenagon Asset Management
Luxembourg
$258K -$11.1K -470 -4%
1832 Asset Management
307
1832 Asset Management
Ontario, Canada
$256K +$238K +10,100 +459%
SFFS
308
Stonehage Fleming Financial Services
Jersey
$252K
VWA
309
V Wealth Advisors
Kansas
$250K +$280K +11,887 New
PWM
310
Perigon Wealth Management
California
$249K +$824 +35 +0.3%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$245K +$68.2K +2,896 +33%
CAWM
312
Capital Advisors Wealth Management
Washington
$245K +$274K +11,646 New
NFSG
313
Newbridge Financial Services Group
Florida
$244K -$20K -850 -7%
MA
314
Mutual Advisors
Nebraska
$243K -$55.3K -2,349 -17%
AAA
315
Adams Asset Advisors
Texas
$243K
CS
316
Candriam SCA
Luxembourg
$242K -$2.29M -97,237 -89%
CF
317
Cantor Fitzgerald
New York
$241K -$224K -9,498 -45%
IAIM
318
International Assets Investment Management
Florida
$238K +$266K +11,283 New
PFWA
319
Paces Ferry Wealth Advisors
Georgia
$235K +$263K +11,158 New
TIM
320
Total Investment Management
Arizona
$234K -$70.7K -3,000 -21%
RFA
321
RTD Financial Advisors
Pennsylvania
$226K -$17.7K -750 -7%
Chevy Chase Trust
322
Chevy Chase Trust
Maryland
$226K
ED
323
Exane Derivatives
France
$225K +$103K +4,389 +70%
TSS
324
Two Sigma Securities
New York
$222K +$248K +10,548 New
NAM
325
Nissay Asset Management
Japan
$218K +$13.3K +563 +6%

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.