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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
LC
326
Lindbrook Capital
California
$51.8K +$21.2K +2,505 +88%
PTC
327
Private Trust Company
Ohio
$47.5K
NSIM
328
North Star Investment Management
Illinois
$46.5K
FFA
329
Farther Finance Advisors
California
$46.2K -$29.5K -3,487 -42%
AF
330
Allworth Financial
California
$42.4K +$22.9K +2,703 +161%
NFSG
331
Newbridge Financial Services Group
Florida
$39K -$2.96K -350 -8%
ACA
332
Atlas Capital Advisors
Wyoming
$37.4K
DZ Bank
333
DZ Bank
Germany
$35.8K -$29.9K -3,539 -49%
PA
334
Parallel Advisors
California
$33.5K +$6.89K +814 +31%
BC
335
BIT Capital
Germany
$25.1K
PMFA
336
Plante Moran Financial Advisors
Michigan
$25.1K +$1.61K +190 +8%
WP
337
WealthPLAN Partners
Nebraska
$24.6K
HNB
338
Huntington National Bank
Ohio
$24.6K
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$21.9K +$16.9K +2,000 +755%
SC
340
Stephens Consulting
Michigan
$20.2K
GRP
341
Global Retirement Partners
California
$20.1K -$423 -50 -2%
PIA
342
Perennial Investment Advisors
California
$20.1K -$2.54K -300 -13%
HFS
343
Hantz Financial Services
Michigan
$20K
AAG
344
Armstrong Advisory Group
Massachusetts
$19.9K
CAL
345
Capital Advisors Ltd
Ohio
$19K
FCB
346
First Command Bank
Texas
$18.3K
FCFS
347
First Command Financial Services
Texas
$18.3K
C
348
Covestor
United Kingdom
$18K +$1.08K +128 +7%
CIA
349
Cape Investment Advisory
Georgia
$17.7K -$2.96K -350 -16%
HWA
350
HHM Wealth Advisors
Tennessee
$15.7K -$25 -3 -0.2%

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.