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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
RE
451
RBC Europe
United Kingdom
$5K
LWANC
452
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$118 +5 +2%
PO
453
Private Ocean
California
$5K +$353 +15 +7%
PWMG
454
Prestige Wealth Management Group
New Jersey
$5K +$4.71K +200 +1,250%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$5K +$5.11K +217 New
WAM
456
Worth Asset Management
Texas
$5K +$8.24K +350 New
ADL
457
Asset Dedication LLC
California
$4K
AP
458
Atwood & Palmer
Missouri
$4K
CMA
459
Cedar Mountain Advisors
Oregon
$4K
CTC
460
Central Trust Company
Missouri
$4K
FMTCOCP
461
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
PFBT
462
Parkside Financial Bank & Trust
Missouri
$4K
SWM
463
Selective Wealth Management
Virginia
$4K
PCG
464
Private Capital Group
Connecticut
$4K +$3.89K +165 New
OLVIG
465
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$4.12K +175 New
CDIA
466
Capital Directions Investment Advisors
Georgia
$4K +$4.71K +200 New
AF
467
Advisornet Financial
Minnesota
$3K -$72.6K -3,081 -96%
CT
468
Cambridge Trust
Massachusetts
$3K
CIM
469
Contravisory Investment Management
Massachusetts
$3K
GAM
470
Gemmer Asset Management
California
$3K
HWA
471
Heritage Wealth Advisors
Virginia
$3K
Kayne Anderson Rudnick Investment Management
472
Kayne Anderson Rudnick Investment Management
California
$3K
HR
473
Howe & Rusling
New York
$3K +$165 +7 +5%
BAM
474
Bellevue Asset Management
Washington
$3K +$919 +39 +37%
Macquarie Group
475
Macquarie Group
Australia
$2.52K -$279K -11,853 -9%

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.