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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
TA
601
Trivest Advisors
Hong Kong
-$532K -10,000 Closed
FHC
602
First Heartland Consultants
Missouri
-$532K -9,996 Closed
Belvedere Trading
603
Belvedere Trading
Illinois
-$436K -9,870 Closed
FAM
604
Fred Alger Management
New York
-$512K -9,615 Closed
SEC
605
Seven Eight Capital
New York
-$491K -9,230 Closed
CAN
606
Claraphi Advisory Network
United States
-$489K -9,200 Closed
Tudor Investment Corp
607
Tudor Investment Corp
Connecticut
-$485K -9,123 Closed
FA
608
Faithward Advisors
Pennsylvania
-$448K -8,425 Closed
BRWM
609
B. Riley Wealth Management
Tennessee
-$445K -8,369 Closed
LFAS
610
Level Four Advisory Services
Texas
-$440K -8,279 Closed
DTL
611
Dynamic Technology Lab
Singapore
-$436K -8,201 Closed
CCB
612
Cutter & Co Brokerage
Missouri
-$426K -8,000 Closed
KM
613
Kalos Management
Georgia
-$384K -7,771 Closed
BPA
614
Beacon Pointe Advisors
California
-$377K -7,083 Closed
RSWM
615
Robertson Stephens Wealth Management
California
-$372K -7,000 Closed
HSA
616
HBK Sorce Advisory
Pennsylvania
-$341K -6,412 Closed
BC
617
Burney Company
Virginia
-$338K -6,348 Closed
GSEP
618
Golden State Equity Partners
California
-$326K -6,130 Closed
BCM
619
Brookstone Capital Management
Illinois
-$274K -6,088 Closed
DC
620
DeDora Capital
California
-$323K -6,068 Closed
RWB
621
RMR Wealth Builders
New Jersey
-$322K -6,052 Closed
KA
622
Kovack Advisors
Florida
-$318K -5,974 Closed
EE
623
EWG Elevate
California
-$301K -5,916 Closed
ARC
624
Advisor Resource Council
Texas
-$314K -5,902 Closed
CANY
625
Caxton Associates (New York)
New York
-$307K -5,779 Closed

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.