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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
NSIM
351
North Star Investment Management
Illinois
$102K
ZIG
352
Zullo Investment Group
Pennsylvania
$102K +$1.18K +50 +1%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$96K +$32.9K +1,397 +43%
CB
354
CNB Bank
Pennsylvania
$93K
ACA
355
Atlas Capital Advisors
Wyoming
$86.7K +$1.55K +66 +2%
LC
356
Lindbrook Capital
California
$80K -$689K -29,259 -89%
PA
357
Parallel Advisors
California
$66K -$11.4K -485 -14%
FAG
358
Fortitude Advisory Group
Washington
$54K -$6.76K -287 -10%
UB
359
UMB Bank
Missouri
$52K -$1.86K -79 -3%
PMFA
360
Plante Moran Financial Advisors
Michigan
$51K +$47.1K +2,000 +500%
HA
361
Herold Advisors
New York
$48.4K +$54.2K +2,300 New
MW
362
Milestone Wealth
New York
$47K
CFN
363
Cordasco Financial Network
Florida
$47K +$4.71K +200 +10%
SC
364
Stephens Consulting
Michigan
$45.9K -$47.1K -2,000 -48%
HFS
365
Hantz Financial Services
Michigan
$44K -$6.31K -268 -11%
SSB
366
Sandy Spring Bank
Maryland
$43K -$2.35K -100 -5%
SC
367
Shay Capital
New York
$42K +$47.1K +2,000 New
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$41K
FP
369
Financial Perspectives
Minnesota
$40.1K +$10.1K +427 +29%
FCB
370
First Command Bank
Texas
$40K
FCFS
371
First Command Financial Services
Texas
$40K
GWM
372
Geneos Wealth Management
Colorado
$39K -$127K -5,405 -74%
FPS
373
Fieldpoint Private Securities
Connecticut
$39K +$17.4K +740 +67%
AF
374
Allworth Financial
California
$39K +$33K +1,402 +303%
HWA
375
HHM Wealth Advisors
Tennessee
$37K +$24.1K +1,025 +141%

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.