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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
FPB
351
First PREMIER Bank
South Dakota
$15K
SS
352
Sunbelt Securities
Texas
$14.2K
FWM
353
Focused Wealth Management
New York
$14.1K
TSWM
354
Tyler-Stone Wealth Management
Ohio
$14K +$12.5K +1,474 New
CAM
355
Chesapeake Asset Management
New York
$13.4K -$4.68K -553 -29%
UB
356
UMB Bank
Missouri
$13.2K
EWM
357
Endurance Wealth Management
Rhode Island
$13K +$973 +115 +10%
FP
358
Financial Perspectives
Minnesota
$11.7K
SAG
359
Spotlight Asset Group
Illinois
$11.6K +$10.2K +1,200 New
FHA
360
First Horizon Advisors
Tennessee
$11.6K +$846 +100 +9%
RDFA
361
Ritter Daniher Financial Advisory
Ohio
$11.3K
GWM
362
Geneos Wealth Management
Colorado
$11.2K -$3.06K -361 -24%
CB
363
CNB Bank
Pennsylvania
$10.7K -$23.3K -2,755 -71%
SSB
364
Sandy Spring Bank
Maryland
$10.7K
CWC
365
Carolinas Wealth Consulting
North Carolina
$10.6K
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$10.4K
RFA
367
Register Financial Advisors
Georgia
$9.69K
TCOV
368
Trust Company of Vermont
Vermont
$9.69K +$8.46K +1,000 New
WWM
369
Wolff Wiese Magana
California
$9.32K -$1.69K -200 -17%
CFD
370
Creative Financial Designs
Indiana
$9.21K
FA
371
Fiduciary Alliance
South Carolina
$8.87K +$7.74K +915 New
MCM
372
Manchester Capital Management
Vermont
$8.26K
1832 Asset Management
373
1832 Asset Management
Ontario, Canada
$7.75K +$6.77K +800 New
RCG
374
Rock Creek Group
District of Columbia
$7.73K -$1.29K -153 -16%
CFGS
375
Concourse Financial Group Securities
Alabama
$7.22K -$10.5K -1,236 -62%

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.