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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
GWS
401
Glassman Wealth Services
Virginia
$3.93K +$1.74K +206 +103%
HF
402
Halpern Financial
Virginia
$3.88K
BHWM
403
Beaird Harris Wealth Management
Texas
$3.83K
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.73K
CFFP
405
Center for Financial Planning
Michigan
$3.44K
YAL
406
Your Advocates Ltd
Texas
$3.29K -$1.19K -140 -29%
CA
407
Centerpoint Advisors
Massachusetts
$3K
SIS
408
Sound Income Strategies
Florida
$2.91K
MFC
409
Mechanics Financial Corp
Ohio
$2.42K
PGAM
410
Princeton Global Asset Management
New Jersey
$2.42K
CAS
411
Coppell Advisory Solutions
Texas
$2.4K +$2.12K +250 New
BBHC
412
Brown Brothers Harriman & Co
New York
$2.35K
HWA
413
Heritage Wealth Advisors
Virginia
$2.35K
CWM
414
Cedar Wealth Management
California
$2.33K
VAG
415
VisionPoint Advisory Group
Texas
$2.13K +$1.86K +220 New
CMA
416
Cedar Mountain Advisors
Oregon
$2.05K
CAM
417
Close Asset Management
United Kingdom
$2K -$3.34K -395 -64%
FMTCOCP
418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
TFGT
419
TS Financial Group (TSFG)
Illinois
$2K
PFBT
420
Parkside Financial Bank & Trust
Missouri
$1.94K -$8.46K -1,000 -83%
CTC
421
Central Trust Company
Missouri
$1.94K -$846 -100 -33%
AT
422
Avalon Trust
New Mexico
$1.94K
CHA
423
Carmichael Hill & Associates
Maryland
$1.94K +$846 +100 +100%
HIA
424
Harbor Investment Advisory
Maryland
$1.84K
RG
425
Retirement Group
California
$1.82K

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.