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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
Baird Financial Group
376
Baird Financial Group
Wisconsin
$240K -$29.6K -720 -10%
KPWS
377
Kestra Private Wealth Services
Texas
$236K +$8.22K +200 +3%
VWA
378
V Wealth Advisors
Kansas
$235K +$69K +1,680 +34%
UMC
379
United Maritime Capital
New York
$232K
UAS
380
United Asset Strategies
New York
$231K +$266K +6,484 New
IA
381
IFP Advisors
Florida
$228K -$56.1K -1,365 -18%
ACM
382
AlphaStar Capital Management
North Carolina
$221K +$46.2K +1,124 +26%
RI
383
Ridgewood Investments
New Jersey
$218K +$78.1K +1,900 +45%
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
$217K -$60.1K -1,462 -19%
QCG
385
Quadrant Capital Group
Ohio
$216K -$4.48K -109 -2%
GC
386
Garde Capital
Washington
$216K +$945 +23 +0.4%
RJT
387
Raymond James Trust
Florida
$212K
WFI
388
West Family Investments
California
$208K -$8.5K -207 -3%
RG
389
Rathbones Group
United Kingdom
$206K -$61.6K -1,500 -21%
PA
390
Pinnacle Associates
New York
$206K +$47.9K +1,165 +25%
ET
391
Equitable Trust
Tennessee
$205K -$18K -438 -7%
SXL
392
Summit X LLC
Missouri
$205K +$1.15K +28 +0.5%
CM
393
Crestline Management
Texas
$204K +$234K +5,700 New
Capstone Investment Advisors
394
Capstone Investment Advisors
New York
$203K +$234K +5,700 New
CIA
395
Capital Investment Advisors
Georgia
$202K -$370 -9 -0.2%
BC
396
Burleson & Co
California
$186K +$616 +15 +0.3%
ETC
397
Exchange Traded Concepts
Oklahoma
$183K +$46.1K +1,123 +28%
JCM
398
Jacobi Capital Management
Pennsylvania
$180K +$9.45K +230 +5%
NSIM
399
North Star Investment Management
Illinois
$174K
Federated Hermes
400
Federated Hermes
Pennsylvania
$173K -$72.3K -1,760 -27%

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.