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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
TCWA
401
Ten Capital Wealth Advisors
Washington
$20K -$5.91K -251 -21%
FHA
402
First Horizon Advisors
Tennessee
$19K -$4.62K -196 -18%
AWM
403
Activest Wealth Management
Florida
$18K +$9.16K +389 +85%
BDWM
404
Brewin Dolphin Wealth Management
Ireland
$17K
BWA
405
BDO Wealth Advisors
Florida
$17K +$1.41K +60 +8%
ODG
406
O'Dell Group
Ohio
$17K +$19.5K +828 New
CAM
407
Close Asset Management
United Kingdom
$16K
MMG
408
Monetary Management Group
Missouri
$16K
OIA
409
Optimum Investment Advisors
Illinois
$14K
EWA
410
EverSource Wealth Advisors
Alabama
$14K +$15.6K +662 New
DC
411
DeDora Capital
California
$14K +$16.2K +688 New
BC
412
BIT Capital
Germany
$13.7K -$427K -18,110 -97%
EWM
413
Evermay Wealth Management
Virginia
$13K -$5.3K -225 -27%
BHWM
414
Beaird Harris Wealth Management
Texas
$13K -$4.71K -200 -25%
TSWM
415
Tyler-Stone Wealth Management
Ohio
$12K
IRC
416
Investors Research Corp
Georgia
$12K +$236 +10 +2%
GWSG
417
GPS Wealth Strategies Group
Colorado
$11K -$8.83K -375 -43%
GI
418
Gradient Investments
Minnesota
$11K -$3.3K -140 -21%
JWA
419
JFS Wealth Advisors
Pennsylvania
$11K -$989 -42 -8%
CHC
420
City Holding Co
West Virginia
$11K
YAL
421
Your Advocates Ltd
Texas
$11K
CSB
422
City State Bank
Iowa
$11K +$4.71K +200 +67%
AIC
423
Archer Investment Corporation
Indiana
$10.5K -$47 -2 -0.4%
HF
424
Halpern Financial
Virginia
$9.98K
ATC
425
Adirondack Trust Company
New York
$9K

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.