We are live on ! Find out more

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
AWA
401
Arkadios Wealth Advisors
Georgia
$172K -$27.7K -675 -12%
Bank Julius Baer & Co
402
Bank Julius Baer & Co
Switzerland
$169K +$10.4K +252 +6%
CB
403
CNB Bank
Pennsylvania
$157K
SWM
404
Spire Wealth Management
Virginia
$157K +$36.5K +889 +26%
FP
405
Financial Perspectives
Minnesota
$157K -$74K -1,801 -29%
WT
406
Whittier Trust
California
$152K
ACA
407
Atlas Capital Advisors
Wyoming
$144K
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$131K -$247 -6 -0.2%
CFGS
409
Concourse Financial Group Securities
Alabama
$130K +$46.8K +1,139 +46%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$124K +$45.1K +1,097 +46%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$1.56K -38 -1%
RE
412
RBC Europe
United Kingdom
$119K
AF
413
Advisornet Financial
Minnesota
$114K
T
414
TOBAM
France
$111K -$2.04M -49,768 -94%
EWA
415
Evolution Wealth Advisors
Florida
$107K
CFD
416
Creative Financial Designs
Indiana
$105K -$82.2K -2,000 -40%
Acadian Asset Management
417
Acadian Asset Management
Massachusetts
$103K +$120K +2,916 New
SAI
418
Systematic Alpha Investments
New Jersey
$99K
PA
419
Parallel Advisors
California
$95K +$26.3K +641 +32%
BCA
420
Berman Capital Advisors
Georgia
$90K +$616 +15 +0.6%
LFG
421
Larson Financial Group
Missouri
$87K +$21.2K +515 +27%
HI
422
Harbour Investments
Wisconsin
$86K -$62.9K -1,530 -39%
HA
423
Herold Advisors
New York
$81K +$94.5K +2,300 New
JG
424
Jefferies Group
New York
$80.2K -$1.08M -26,332 -92%
CFN
425
Cordasco Financial Network
Florida
$80K

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.