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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
KOC
326
Koss-Olinger Consulting
Florida
$357K -$822K -20,000 -67%
IWM
327
IHT Wealth Management
Illinois
$357K -$172K -4,183 -29%
AAP
328
Arax Advisory Partners
Colorado
$356K +$20.5K +500 +5%
ER
329
Enlightenment Research
Florida
$356K +$411K +10,000 New
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$354K +$38.4K +935 +10%
BJL
331
Brighton Jones LLC
Washington
$353K +$96.8K +2,355 +31%
SG
332
StoneX Group
New York
$348K +$85K +2,068 +27%
AW
333
ACG Wealth
Georgia
$346K -$91K -2,215 -19%
ED
334
Exane Derivatives
France
$343K -$102K -2,471 -20%
IIA
335
IPG Investment Advisors
California
$337K -$36.6K -890 -9%
RWP
336
RWA Wealth Partners
Massachusetts
$333K -$9.2K -224 -2%
SFFS
337
Stonehage Fleming Financial Services
Jersey
$329K +$370K +9,000 +3,797%
Arrowstreet Capital
338
Arrowstreet Capital
Massachusetts
$324K +$374K +9,100 New
AWM
339
Apollon Wealth Management
South Carolina
$323K -$66.8K -1,627 -15%
GI
340
Gradient Investments
Minnesota
$319K -$12.3K -300 -3%
NAM
341
Nissay Asset Management
Japan
$318K +$61.6K +1,500 +20%
BBVA
342
Banco Bilbao Vizcaya Argentaria
Spain
$316K -$368K -8,950 -50%
IWA
343
Intercontinental Wealth Advisors
Texas
$314K -$36.8K -895 -9%
MCM
344
McKinley Capital Management
Alaska
$312K
AAA
345
Adams Asset Advisors
Texas
$311K
PA
346
PSI Advisors
Florida
$306K +$20.5K +500 +6%
NHC
347
Nicholas Hoffman & Company
Georgia
$305K +$351K +8,550 New
TSS
348
Two Sigma Securities
New York
$305K +$352K +8,572 New
KWM
349
Kingsview Wealth Management
Oregon
$304K +$37.6K +916 +12%
MGIA
350
Moneta Group Investment Advisors
Missouri
$299K +$22.8K +554 +7%

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.