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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
MAM
551
Meeder Asset Management
Ohio
$2K
TF
552
TimeScale Financial
Massachusetts
$2K
EBA
553
Eagle Bay Advisors
New York
$2K +$2.55K +62 New
WT
554
Washington Trust
Rhode Island
$1K -$22.9K -558 -96%
MA
555
Montag & Associates
Georgia
$1K -$13.8K -337 -95%
WWMSC
556
Wagner Wealth Management (South Carolina)
South Carolina
$1K -$3.82K -93 -88%
CA
557
Centerpoint Advisors
Massachusetts
$1K
CFB
558
Cullen/Frost Bankers
Texas
$1K
EWM
559
Edge Wealth Management
New York
$1K
IFAM
560
Institutional & Family Asset Management
Colorado
$1K
LWA
561
Lenox Wealth Advisors
New York
$1K
PP
562
Pacifica Partners
Canada
$1K
POIA
563
Pin Oak Investment Advisors
Texas
$1K
PFA
564
Professional Financial Advisors
Nebraska
$1K
WOC
565
West Oak Capital
California
$1K
WAS
566
Winch Advisory Services
Wisconsin
$1K
TWP
567
TFO Wealth Partners
Ohio
$1K +$822 +20 New
IHWM
568
Iron Horse Wealth Management
Iowa
$1K +$945 +23 +460%
BIA
569
Bell Investment Advisors
California
$1K +$1.6K +39 New
TAM
570
Tucker Asset Management
Colorado
$631
PCH
571
Polar Capital Holdings
United Kingdom
$203 +$234K +5,700 New
BBHC
572
Brown Brothers Harriman & Co
New York
$10
Two Sigma Advisers
573
Two Sigma Advisers
New York
-$213M -4,003,300 Closed
SCA
574
Sassicaia Capital Advisers
New York
-$9.59M -180,215 Closed
BCH
575
Berkshire Capital Holdings
California
-$5.28M -128,450 -100%

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.