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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
MIFH
451
Migdal Insurance & Financial Holdings
Israel
$36K -$41.5K -1,010 -50%
AFG
452
Albion Financial Group
Utah
$36K -$1.23K -30 -3%
CAL
453
Capital Advisors Ltd
Ohio
$36K
SIM
454
Sonora Investment Management
Arizona
$36K
GWSG
455
GPS Wealth Strategies Group
Colorado
$35K -$55.4K -1,349 -58%
TRCT
456
Tower Research Capital (TRC)
New York
$34K -$3.11M -75,781 -99%
FHA
457
First Horizon Advisors
Tennessee
$34K +$31K +754 +335%
KPCM
458
Kings Point Capital Management
New York
$31K
1832 Asset Management
459
1832 Asset Management
Ontario, Canada
$30K +$14.4K +350 +70%
EWM
460
Evermay Wealth Management
Virginia
$30K +$27.1K +659 +388%
VNA
461
Valley National Advisers
Pennsylvania
$29K
LWM
462
Liberty Wealth Management
California
$29K +$18.7K +456 +124%
BDWM
463
Brewin Dolphin Wealth Management
Ireland
$28.5K
WWM
464
Wolff Wiese Magana
California
$28K -$3.45K -84 -10%
BWP
465
Baldwin Wealth Partners
Massachusetts
$27K
ADL
466
Asset Dedication LLC
California
$27K +$16.8K +408 +125%
MMG
467
Monetary Management Group
Missouri
$27K +$30.8K +750 New
YAL
468
Your Advocates Ltd
Texas
$25K +$29K +705 New
AF
469
Allworth Financial
California
$24K +$26.2K +638 +1,876%
OIA
470
Optimum Investment Advisors
Illinois
$23K -$12.7K -310 -32%
ATC
471
Adirondack Trust Company
New York
$22K -$10.7K -260 -31%
GKWIM
472
Gerber Kawasaki Wealth & Investment Management
California
$21K -$749K -18,233 -100%
IRC
473
Investors Research Corp
Georgia
$20K +$16.4K +400 +267%
APWA
474
Atlas Private Wealth Advisors
New Jersey
$19K -$4.93K -120 -19%
CAM
475
Close Asset Management
United Kingdom
$19K -$4.93K -120 -18%

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.