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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
VF
551
Virtu Financial
New York
-$815K -25,711 Closed
SEC
552
Seven Eight Capital
New York
-$747K -23,590 Closed
HIS
553
Harvest Investment Services
Illinois
-$712K -22,484 Closed
E
554
Ergoteles
New York
-$668K -21,075 Closed
Kovitz Investment Group Partners
555
Kovitz Investment Group Partners
Illinois
-$975K -20,000 Closed
TG
556
TCW Group
California
-$602K -18,986 Closed
AC
557
Avestar Capital
New York
-$562K -17,740 Closed
FFS
558
Founders Financial Securities
Maryland
-$533K -16,820 Closed
CUAMC
559
China Universal Asset Management Company
China
-$469K -14,800 Closed
AII
560
AGF Investments Inc
Ontario, Canada
-$418K -13,200 Closed
William Blair & Company
561
William Blair & Company
Illinois
-$398K -12,572 Closed
SFS
562
Sowell Financial Services
Arkansas
-$390K -12,298 Closed
PAS
563
Park Avenue Securities
New York
-$369K -11,654 Closed
MPM
564
MBB Public Markets
Illinois
-$362K -11,437 Closed
PCA
565
Pallas Capital Advisors
Massachusetts
-$304K -11,100 Closed
QTM
566
qPULA Trading Management
New York
-$327K -10,324 Closed
CM
567
Capula Management
Cayman Islands
-$326K -10,300 Closed
LSPW
568
Lake Street Private Wealth
Illinois
-$326K -10,294 Closed
WMS
569
Wealth Management Solutions
Pennsylvania
-$318K -10,050 Closed
PWAG
570
Polaris Wealth Advisory Group
California
-$310K -9,800 Closed
AWM
571
Apollon Wealth Management
South Carolina
-$307K -9,678 Closed
GAG
572
GM Advisory Group
New York
-$294K -9,286 Closed
HW
573
Hancock Whitney
Mississippi
-$290K -9,144 Closed
PIP
574
Permian Investment Partners
Texas
-$284K -8,980 Closed
LNC
575
Lincoln National Corp
Pennsylvania
-$283K -8,940 Closed

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.