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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
EPA
626
Element Pointe Advisors
Florida
-$270K -5,764 Closed
GT
627
Glenmede Trust
Pennsylvania
-$281K -5,301 Closed
GT
628
Greenleaf Trust
Michigan
-$281K -5,281 Closed
RIA
629
Realta Investment Advisors
Delaware
-$277K -5,212 Closed
CG
630
Carmignac Gestion
France
-$274K -5,151 Closed
MWM
631
Mission Wealth Management
California
-$274K -5,148 Closed
CAG
632
Csenge Advisory Group
Florida
-$256K -5,034 Closed
IC
633
Intersect Capital
California
-$268K -5,029 Closed
MTIM
634
Marathon Trading Investment Management
Pennsylvania
-$206K -5,024 Closed
AA
635
Apriem Advisors
California
-$265K -4,981 Closed
CIBC Private Wealth Group
636
CIBC Private Wealth Group
Georgia
-$257K -4,825 Closed
FIA
637
FNY Investment Advisers
New York
-$252K -4,750 Closed
EI
638
Ethic Inc
New York
-$249K -4,674 Closed
GWM
639
Greenwich Wealth Management
Connecticut
-$248K -4,655 Closed
WCM
640
Weld Capital Management
New York
-$245K -4,598 Closed
NC
641
NinePointTwo Capital
California
-$242K -4,554 Closed
BFWA
642
Benchmark Financial Wealth Advisors
Florida
-$240K -4,512 Closed
MLIC
643
Mandatum Life Insurance Company
Finland
-$240K -4,502 Closed
CAM
644
Cozad Asset Management
Illinois
-$239K -4,500 Closed
ECG
645
Edge Capital Group
Georgia
-$239K -4,500 Closed
KFGK
646
Keystone Financial Group (Kentucky)
Kentucky
-$238K -4,480 Closed
FFN
647
Focus Financial Network
Minnesota
-$236K -4,445 Closed
LWAM
648
Legacy Wealth Asset Management
Minnesota
-$236K -4,445 Closed
QC
649
QCM Cayman
Texas
-$235K -4,421 Closed
Brown Advisory
650
Brown Advisory
Maryland
-$231K -4,341 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.