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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
WAM
476
WFA Asset Management
Wisconsin
$2.1K
CP
477
Castleview Partners
Texas
$2K -$79.5K -3,374 -97%
DHGWA
478
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K -$10.5K -445 -84%
SFCL
479
Strengthening Families & Communities LLC
Massachusetts
$2K -$5.82K -247 -77%
DWA
480
Delos Wealth Advisors
Texas
$2K -$4.71K -200 -67%
TCM
481
Tradewinds Capital Management
Washington
$2K -$2.35K -100 -50%
BFEC
482
Benjamin F. Edwards & Company
Missouri
$2K
EIP
483
Ellis Investment Partners
Pennsylvania
$2K
HWM
484
Holloway Wealth Management
Florida
$2K
JFA
485
JNBA Financial Advisors
Minnesota
$2K
LWA
486
Lowe Wealth Advisors
Maryland
$2K
M1FG
487
Mach-1 Financial Group
Arkansas
$2K
PCA
488
Providence Capital Advisors
North Carolina
$2K
SQA
489
Simon Quick Advisors
New Jersey
$2K
TFS
490
TrustCore Financial Services
Tennessee
$2K
AssetMark Inc
491
AssetMark Inc
California
$2K +$330 +14 +18%
BWL
492
Bogart Wealth LLC
Virginia
$2K +$471 +20 +25%
CA
493
Centerpoint Advisors
Massachusetts
$2K +$1.18K +50 +161%
SIS
494
Sound Income Strategies
Florida
$2K +$2.12K +90 New
GIA
495
GHP Investment Advisors
Colorado
$2K +$2.35K +100 New
AWM
496
Avondale Wealth Management
Texas
$2K +$2.71K +115 New
DB
497
Dravo Bay
Delaware
$1.45K +$1.63K +69 New
BCWM
498
Bartlett & Co Wealth Management
Ohio
$1.05K +$1.18K +50 New
AWM
499
AllSquare Wealth Management
New York
$1K
BWS
500
BCR Wealth Strategies
Alabama
$1K

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.