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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
Corient Private Wealth
301
Corient Private Wealth
Florida
$115K +$5.64K +667 +6%
NAM
302
Nissay Asset Management
Japan
$114K +$3.38K +400 +4%
AAA
303
Adams Asset Advisors
Texas
$112K
CAWM
304
Capital Advisors Wealth Management
Washington
$112K -$1.14K -135 -1%
CW
305
Connectus Wealth
Ohio
$102K -$3.67K -434 -4%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$102K -$65.7K -7,768 -43%
TCM
307
Traynor Capital Management
Pennsylvania
$101K +$41.4K +4,890 +89%
AAS
308
Annex Advisory Services
Wisconsin
$98.7K -$93 -11 -0.1%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$98.1K +$10.2K +1,211 +15%
PA
310
PSI Advisors
Florida
$97.7K +$2.54K +300 +3%
SIA
311
SkyView Investment Advisors
New Jersey
$97K
BC
312
Belmont Capital
California
$96.9K
FCAG
313
First Capital Advisors Group
New Jersey
$96.9K
GCS
314
Gordian Capital (Singapore)
Singapore
$96.9K
GEA
315
Glen Eagle Advisors
New Jersey
$96.9K +$84K +9,928 +13,789%
GWMIA
316
Global Wealth Management Investment Advisory
Florida
$94.7K -$10.2K -1,204 -11%
WI
317
Wahed Invest
New York
$90.5K +$7.18K +848 +10%
SWM
318
Spire Wealth Management
Virginia
$82.4K +$27.4K +3,242 +62%
CL
319
CSS LLC
Illinois
$77.4K
AWM
320
Avior Wealth Management
Nebraska
$75.6K +$20K +2,367 +44%
WTC
321
WhitTier Trust Company
Nevada
$72.2K
New York State Common Retirement Fund
322
New York State Common Retirement Fund
New York
$69.3K -$2.99M -353,400 -98%
IA
323
IFP Advisors
Florida
$65K +$5.25K +620 +10%
PVH
324
Psagot Value Holdings
Israel
$62K +$11.7K +1,377 +26%
RI
325
Ridgewood Investments
New Jersey
$59.4K

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.