We are live on ! Find out more

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
JWA
476
JFS Wealth Advisors
Pennsylvania
$18K -$8.22K -200 -29%
CFG
477
CKW Financial Group
Hawaii
$18K -$2.05K -50 -9%
HNB
478
Huntington National Bank
Ohio
$18K -$1.81K -44 -8%
MSFP
479
Mark Sheptoff Financial Planning
Connecticut
$18K
MCM
480
MV Capital Management
Maryland
$18K
WLPWM
481
Walled Lake Planning & Wealth Management
Illinois
$18K
GWS
482
Glassman Wealth Services
Virginia
$17K -$8.22K -200 -29%
BWA
483
BDO Wealth Advisors
Florida
$17K -$2.05K -50 -9%
RIA
484
RPG Investment Advisory
California
$16K -$616 -15 -3%
PGAM
485
Princeton Global Asset Management
New Jersey
$16K
HF
486
Halpern Financial
Virginia
$14.3K
TFS
487
TrustCore Financial Services
Tennessee
$14K -$20.5K -500 -55%
PMFA
488
Plante Moran Financial Advisors
Michigan
$14K
SBL
489
Sargent Bickham Lagudis
Colorado
$14K
HIA
490
Harbor Investment Advisory
Maryland
$14K +$4.11K +100 +34%
RG
491
Retirement Group
California
$13K
CFFP
492
Center for Financial Planning
Michigan
$13K +$9.24K +225 +173%
ME
493
McIlrath & Eck
Washington
$12K
PCM
494
Penserra Capital Management
California
$12K
DWA
495
Delos Wealth Advisors
Texas
$11K
HI
496
Hudock Inc
Pennsylvania
$11K
GFPC
497
Global Financial Private Client
Florida
$10.6K
GRP
498
Global Retirement Partners
California
$10K -$1.77K -43 -13%
TCWM
499
Total Clarity Wealth Management
Illinois
$9K +$10.1K +245 New
MGIM
500
M&G Investment Management
United Kingdom
$8.98K +$8.44M +205,497 +467%

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.