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517 hedge funds and large institutions have $5.08B invested in NIO in 2022 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 146 increasing their positions, 175 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 68

3% more funds holding

Funds holding: 503517 (+14)

5% more call options, than puts

Call options by funds: $476M | Put options by funds: $454M

0.04% more ownership

Funds ownership: 33.63%33.67% (+0.04%)

17% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 175

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

38% less capital invested

Capital invested by funds: $8.14B → $5.08B (-$3.07B)

Holders
517
Holders Change
+14
Holders Change %
+2.78%
% of All Funds
8.31%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
91
Increased
146
Reduced
175
Closed
68
Calls
$476M
Puts
$454M
Net Calls
+$22M
Net Calls Change
+$221M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$35.6M +$5.2M +450,881 +14%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$33.8M +$622K +53,986 +2%
Bank of America
28
Bank of America
North Carolina
$33.3M +$4.43M +384,293 +13%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$31.1M +$36.8M +3,192,254 New
Deutsche Bank
30
Deutsche Bank
Germany
$31M -$902K -78,318 -2%
TAMH
31
Taikang Asset Management (HK)
Hong Kong
$28.4M -$1.41M -122,453 -25%
N
32
Nuveen
North Carolina
$28.1M -$185K -16,076 -0.6%
Robeco Institutional Asset Management
33
Robeco Institutional Asset Management
Netherlands
$26.8M +$31.7M +2,748,974 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$26.5M -$51.3M -4,453,125 -62%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$25.4M -$3.63M -314,635 -11%
Jane Street
36
Jane Street
New York
$23.8M -$7.47M -648,652 -21%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$22.3M +$25.3M +2,196,000 +2,420%
NP
38
NS Partners
United Kingdom
$21.8M +$14.7M +1,271,599 +132%
Allianz Asset Management
39
Allianz Asset Management
Germany
$20.7M -$1.34M -116,463 -5%
PAMS
40
Pictet Asset Management (Switzerland)
Switzerland
$20.3M -$1.33M -115,657 -5%
Citigroup
41
Citigroup
New York
$19.4M -$3.07M -266,318 -12%
Canada Life
42
Canada Life
Manitoba, Canada
$18.5M +$2.94M +255,330 +16%
AQR Capital Management
43
AQR Capital Management
Connecticut
$17.8M -$869K -75,409 -4%
Charles Schwab
44
Charles Schwab
California
$16.3M -$1.63M -141,845 -8%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$16.3M -$27.1M -2,354,882 -65%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$16.1M +$2.38M +206,687 +14%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$15.2M +$5.46M +474,027 +44%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$14.3M -$1.12M -96,895 -6%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$14M -$14.7M -1,279,101 -47%
Vontobel Holding
50
Vontobel Holding
Switzerland
$12.5M +$9.31M +808,197 +171%

NIO Hedge Fund Activity: Q4 2022 in Review

517 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NIO (NIO) for Q4 2022, worth a combined $5.08B — down 38% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new NIO positions and 68 closed out — a net gain of 23 holders — while 146 added to existing stakes and 175 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $280M. The largest seller was Goldman Sachs, cutting an estimated $213M.

  • 517 institutional investors held NIO (NIO) as of Q4 2022, up from 503 in Q3 2022.
  • Funds reported $5.08B of NIO stock for Q4 2022, down 38% quarter-over-quarter.
  • 91 funds opened new NIO positions in Q4 2022 and 68 closed out, a net change of +23 holders.
  • The largest NIO buyer in Q4 2022 was Baillie Gifford & Co, an estimated $280M added.
  • The largest NIO seller in Q4 2022 was Goldman Sachs, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2022.