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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
OWA
576
Octavia Wealth Advisors
Ohio
-$276K -8,710 Closed
NHC
577
Nicholas Hoffman & Company
Georgia
-$271K -8,550 Closed
IWA
578
Intercontinental Wealth Advisors
Texas
-$268K -8,458 Closed
MGIA
579
Moneta Group Investment Advisors
Missouri
-$266K -8,396 Closed
EGM
580
Engineers Gate Manager
New York
-$264K -8,340 Closed
MWP
581
Madison Wealth Partners
Wisconsin
-$260K -8,196 Closed
MC
582
Moors & Cabot
Massachusetts
-$259K -8,172 Closed
AAM
583
Abeille Asset Management
France
-$253K -8,000 Closed
VWA
584
Visionary Wealth Advisors
Illinois
-$249K -7,862 Closed
KPWS
585
Kestra Private Wealth Services
Texas
-$248K -7,844 Closed
MWM
586
Meridian Wealth Management
Kentucky
-$246K -7,751 Closed
UMC
587
United Maritime Capital
New York
-$238K -7,500 Closed
Verition Fund Management
588
Verition Fund Management
Connecticut
-$235K -7,416 Closed
DADC
589
D.A. Davidson & Co
Montana
-$226K -7,119 Closed
WA
590
Wealth Alliance
New York
-$225K -7,089 Closed
ARC
591
Advisor Resource Council
Texas
-$222K -7,035 Closed
MCM
592
MAI Capital Management
Ohio
-$221K -6,991 Closed
AAS
593
Annex Advisory Services
Wisconsin
-$220K -6,937 Closed
WPW
594
Warther Private Wealth
Ohio
-$231K -6,904 Closed
CIA
595
Capital Investment Advisors
Georgia
-$217K -6,864 Closed
Cerity Partners
596
Cerity Partners
New York
-$219K -6,853 Closed
FTDI
597
First Trust Direct Indexing
Massachusetts
-$212K -6,689 Closed
DTL
598
Dynamic Technology Lab
Singapore
-$209K -6,602 Closed
KCMH
599
Keywise Capital Management (HK)
Hong Kong
-$209K -6,600 Closed
UAS
600
United Asset Strategies
New York
-$209K -6,584 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.