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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
B
326
Bellecapital
Switzerland
$218K +$244K +10,341 New
AW
327
ACG Wealth
Georgia
$216K +$13.7K +580 +6%
LGF
328
LGT Group Foundation
Liechtenstein
$213K
VPIM
329
Vanguard Personalized Indexing Management
California
$212K +$237K +10,081 New
AAP
330
Arax Advisory Partners
Colorado
$211K
BC
331
Belmont Capital
California
$211K +$236K +10,000 New
GPWA
332
Great Point Wealth Advisors
Massachusetts
$211K +$236K +10,000 New
SVCP
333
Silicon Valley Capital Partners
California
$210K -$161K -6,853 -41%
LFG
334
Larson Financial Group
Missouri
$210K +$184K +7,805 +359%
BSW
335
Buckingham Strategic Wealth
Missouri
$209K +$234K +9,933 New
LWAM
336
Legacy Wealth Asset Management
Minnesota
$208K +$37.8K +1,607 +19%
IWM
337
IHT Wealth Management
Illinois
$206K -$5.54K -235 -2%
BJL
338
Brighton Jones LLC
Washington
$203K +$4.76K +202 +2%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$203K +$50.8K +2,155 +29%
DGAM
340
Desjardins Global Asset Management
Quebec, Canada
$196K -$49.3K -2,093 -18%
PA
341
PSI Advisors
Florida
$178K +$2.47K +105 +1%
AIP
342
Ahrens Investment Partners
Louisiana
$172K +$161K +6,850 +523%
WTC
343
WhitTier Trust Company
Nevada
$157K
QCG
344
Quadrant Capital Group
Ohio
$152K +$53.7K +2,279 +46%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$145K -$40.5K -1,718 -20%
GC
346
Garde Capital
Washington
$141K +$25.8K +1,096 +20%
WI
347
Wahed Invest
New York
$128K +$143K +6,089 New
BC
348
Burleson & Co
California
$116K +$6.12K +260 +5%
IA
349
IFP Advisors
Florida
$116K +$133K +5,636 +70%
IA
350
IndexIQ Advisors
New York
$105K +$21.1K +897 +22%

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.