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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
FF
426
FourThought Financial
Florida
$9K
GWS
427
Glassman Wealth Services
Virginia
$9K +$1.7K +72 +21%
PCM
428
Penserra Capital Management
California
$8K
RG
429
Retirement Group
California
$8K
HWMA
430
Heritage Wealth Management (Arizona)
Arizona
$8K +$9.42K +400 New
T
431
TCWP
Ohio
$8K +$9.56K +406 New
CFFP
432
Center for Financial Planning
Michigan
$7K
ME
433
McIlrath & Eck
Washington
$7K
TWA
434
TCI Wealth Advisors
Arizona
$7K +$5.18K +220 +158%
GFPC
435
Global Financial Private Client
Florida
$6.58K
CWP
436
Concord Wealth Partners
Virginia
$6K -$4K -170 -37%
BBPWM
437
Blue Bell Private Wealth Management
Pennsylvania
$6K
HI
438
Hudock Inc
Pennsylvania
$6K
VNA
439
Valley National Advisers
Pennsylvania
$6K
EC
440
Elequin Capital
New York
$6K +$6.43K +273 New
CAGAS
441
Capital Advisory Group Advisory Services
Minnesota
$6K +$7.07K +300 New
MGIM
442
M&G Investment Management
United Kingdom
$5.53K -$18.7K -792 -0.3%
PCH
443
Polar Capital Holdings
United Kingdom
$5.22K +$3.6M +153,000 +161%
PGAM
444
Princeton Global Asset Management
New Jersey
$5K -$4.71K -200 -44%
SBL
445
Sargent Bickham Lagudis
Colorado
$5K -$3.42K -145 -36%
BBHC
446
Brown Brothers Harriman & Co
New York
$5K
CWM
447
Cedar Wealth Management
California
$5K
FFWM
448
Future Financial Wealth Management
Ohio
$5K
MFC
449
Mechanics Financial Corp
Ohio
$5K
MCM
450
MV Capital Management
Maryland
$5K

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.