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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
SWM
376
Spire Wealth Management
Virginia
$36K -$43.6K -1,853 -52%
CFGS
377
Concourse Financial Group Securities
Alabama
$34K -$7.72K -328 -17%
FPB
378
First PREMIER Bank
South Dakota
$32K
CA
379
Clearstead Advisors
Ohio
$32K +$30.2K +1,281 +557%
HIA
380
Harbor Investment Advisory
Maryland
$32K +$31.5K +1,338 +704%
GRP
381
Global Retirement Partners
California
$32K +$51.3K +2,180 New
PFGIA
382
Patriot Financial Group Insurance Agency
Massachusetts
$31K -$25.9K -1,099 -42%
TFA
383
Toth Financial Advisory
Virginia
$30K -$6.45K -274 -16%
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$29K
BFC
385
Bedel Financial Consulting
Indiana
$29K +$4.71K +200 +17%
FWM
386
Focused Wealth Management
New York
$28K
TFGT
387
TS Financial Group (TSFG)
Illinois
$27K
GC
388
Gould Capital
Washington
$26K -$1.77K -75 -6%
KTC
389
Kistler-Tiffany Companies
Pennsylvania
$26K +$1.41K +60 +5%
AA
390
Ancora Advisors
Ohio
$26K +$2.35K +100 +9%
EWM
391
Endurance Wealth Management
Rhode Island
$25K +$23.6K +1,000 +500%
JPLA
392
Joseph P. Lucia & Associates
New York
$25K +$27.6K +1,171 New
CWC
393
Carolinas Wealth Consulting
North Carolina
$23K
BG
394
Bellevue Group
Switzerland
$23K +$7.37K +313 +40%
C
395
Covestor
United Kingdom
$23K +$25.6K +1,088 New
CFD
396
Creative Financial Designs
Indiana
$22K
MIFH
397
Migdal Insurance & Financial Holdings
Israel
$22K
AFG
398
Albion Financial Group
Utah
$21K
CAL
399
Capital Advisors Ltd
Ohio
$21K
WWM
400
Wolff Wiese Magana
California
$21K +$4.66K +198 +25%

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.