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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
TS
601
Tamar Securities
California
-$207K -6,544 Closed
BPA
602
Beacon Pointe Advisors
California
-$207K -6,525 Closed
MCM
603
McKinley Capital Management
Alaska
-$206K -6,500 Closed
CP
604
CenterBook Partners
Connecticut
-$203K -6,418 Closed
MFG
605
Merit Financial Group
Georgia
-$201K -6,349 Closed
CAG
606
Csenge Advisory Group
Florida
-$256K -5,034 Closed
SCA
607
Snowden Capital Advisors
New York
-$142K -4,508 Closed
Bank Julius Baer & Co
608
Bank Julius Baer & Co
Switzerland
-$138K -4,342 Closed
WT
609
Whittier Trust
California
-$135K -4,257 Closed
PVH
610
Psagot Value Holdings
Israel
-$92K -2,900 Closed
Federated Hermes
611
Federated Hermes
Pennsylvania
-$63K -1,988 Closed
CA
612
CoreCap Advisors
Michigan
-$57K -1,805 Closed
JG
613
Jefferies Group
New York
-$33.4K -1,416 Closed
PCMC
614
Paragon Capital Management (Colorado)
Colorado
-$38K -1,193 Closed
LFG
615
Leverty Financial Group
Wisconsin
-$31K -1,000 Closed
IAG
616
Investmark Advisory Group
Connecticut
-$28K -904 Closed
KPCM
617
Kings Point Capital Management
New York
-$28K -882 Closed
CCM
618
Chilton Capital Management
Texas
-$20K -635 Closed
CFG
619
CKW Financial Group
Hawaii
-$20K -500 Closed
HNB
620
Huntington National Bank
Ohio
-$11K -465 -93%
OF
621
Outfitter Financial
Maine
-$14K -450 Closed
FPWM
622
FSB Premier Wealth Management
Iowa
-$12K -400 Closed
CA
623
Cornerstone Advisory
Maryland
-$6K -205 Closed
ARIS
624
Advanced Research Investment Solutions
California
-$6K -200 Closed
HPC
625
HM Payson & Co
Maine
-$6K -200 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.