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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
GI
376
Gradient Investments
Minnesota
$6.79K +$719 +85 +14%
AF
377
Advisornet Financial
Minnesota
$6.78K
HI
378
Hoey Investments
Pennsylvania
$6.78K +$5.92K +700 New
GC
379
Gould Capital
Washington
$6.59K
IGWM
380
ICA Group Wealth Management
Colorado
$6.1K -$2.12K -250 -28%
AA
381
Ancora Advisors
Ohio
$6.01K -$5.59K -660 -52%
EWM
382
Evermay Wealth Management
Virginia
$6K
JWA
383
JFS Wealth Advisors
Pennsylvania
$5.88K -$339 -40 -6%
LFG
384
Larson Financial Group
Missouri
$5.81K -$1.47K -174 -22%
SWM
385
Sanctuary Wealth Management
Idaho
$5.81K +$5.08K +600 New
IRC
386
Investors Research Corp
Georgia
$5.43K
CPG
387
Cornerstone Planning Group
New Jersey
$5.25K +$4.59K +542 New
AIC
388
Archer Investment Corporation
Indiana
$5.17K
EWA
389
EverSource Wealth Advisors
Alabama
$4.89K -$719 -85 -14%
BWA
390
BDO Wealth Advisors
Florida
$4.87K
CHC
391
City Holding Co
West Virginia
$4.84K
GWSG
392
GPS Wealth Strategies Group
Colorado
$4.84K
OIA
393
Optimum Investment Advisors
Illinois
$4.84K
GJIA
394
Glass Jacobson Investment Advisors
Maryland
$4.84K +$4.23K +500 New
ME
395
McIlrath & Eck
Washington
$4.54K
HCM
396
Hollencrest Capital Management
California
$4.36K
FMP
397
Financial Management Professionals
Texas
$4K -$127K -15,000 -98%
CSB
398
City State Bank
Iowa
$4K -$846 -100 -20%
BTI
399
Blue Trust Inc
Georgia
$4K -$770 -91 -18%
SFCL
400
Strengthening Families & Communities LLC
Massachusetts
$4K +$846 +100 +31%

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.