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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
JWCA
351
J.W. Cole Advisors
Florida
$298K -$134K -3,251 -28%
MAFM
352
Mid Atlantic Financial Management
Pennsylvania
$297K +$43.8K +1,065 +15%
PCA
353
Personal Capital Advisors
California
$294K +$167K +4,067 +97%
MWP
354
Madison Wealth Partners
Wisconsin
$292K
CW
355
CreativeOne Wealth
Kansas
$287K +$75.3K +1,834 +30%
MWM
356
Meridian Wealth Management
Kentucky
$282K -$312K -7,586 -49%
M&T Bank
357
M&T Bank
New York
$279K
Lido Advisors
358
Lido Advisors
California
$274K -$17.4K -423 -5%
SS
359
Sunbelt Securities
Texas
$270K
GWM
360
Geneos Wealth Management
Colorado
$269K -$5.34K -130 -2%
GA
361
GFS Advisors
Texas
$268K
WTC
362
WhitTier Trust Company
Nevada
$265K +$306K +7,450 New
MFG
363
Merit Financial Group
Georgia
$264K +$20.5K +500 +7%
Verition Fund Management
364
Verition Fund Management
Connecticut
$264K +$305K +7,416 New
DADC
365
D.A. Davidson & Co
Montana
$263K +$68.6K +1,670 +29%
WPW
366
Warther Private Wealth
Ohio
$263K +$305K +7,429 New
WA
367
Wealth Alliance
New York
$259K +$14.5K +354 +5%
CPIG
368
Chicago Partners Investment Group
Illinois
$258K +$28.4K +691 +13%
LNC
369
Lincoln National Corp
Pennsylvania
$257K +$40.3K +981 +16%
VWA
370
Visionary Wealth Advisors
Illinois
$256K +$86.6K +2,108 +41%
MCM
371
MAI Capital Management
Ohio
$250K -$38.1K -927 -12%
FTDI
372
First Trust Direct Indexing
Massachusetts
$249K +$16.7K +407 +6%
IA
373
Inspire Advisors
Idaho
$246K +$30K +730 +12%
IAA
374
Independent Advisor Alliance
North Carolina
$245K -$12.4K -303 -4%
RTS
375
Round Table Services
New Jersey
$245K +$2.1K +51 +0.7%

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.