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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
RI
626
Rinkey Investments
California
-$6K -200 Closed
SFM
627
Signet Financial Management
New Jersey
-$5K -154 Closed
JWM
628
Janiczek Wealth Management
Colorado
-$4K -122 Closed
FFG
629
Ford Financial Group
California
-$3 -120 Closed
AWA
630
Amplius Wealth Advisors
Pennsylvania
-$3K -100 Closed
FMB
631
Field & Main Bank
Kentucky
-$3K -100 Closed
GEA
632
Glen Eagle Advisors
New Jersey
-$3.17K -100 Closed
JEST
633
JTC Employer Solutions Trustee
Jersey
-$3K -100 Closed
RIM
634
Rockbridge Investment Management
New York
-$3K -100 Closed
SFPG
635
Stonebridge Financial Planning Group
Florida
-$2K -100 Closed
RWA
636
RGT Wealth Advisors
Texas
-$3K -85 Closed
RA
637
Rise Advisors
New York
-$2.22K -70 Closed
FIA
638
FNY Investment Advisers
New York
-$1K -50 Closed
MAM
639
Meeder Asset Management
Ohio
-$2K -50 Closed
RPCONE
640
Retirement Planning Company of New England
Rhode Island
-$1K -50 Closed
SPA
641
Shore Point Advisors
New Jersey
-$1K -37 Closed
EBA
642
Eagle Bay Advisors
New York
-$1K -31 Closed
IHWM
643
Iron Horse Wealth Management
Iowa
-$542 -23 -82%
POIA
644
Pin Oak Investment Advisors
Texas
-$1K -20 Closed
TFP
645
Tilia Fiduciary Partners
North Carolina
-$1K -20 Closed
EWM
646
Edge Wealth Management
New York
-$1K -10 Closed
ECM
647
Estabrook Capital Management
New York
-$317 -10 Closed
AWM
648
Avior Wealth Management
Nebraska
-$118 -5 -11%
HBW
649
Hazlett, Burt & Watson
West Virginia
+$47 +2 New
UIA
650
Ulland Investment Advisors
Minnesota
+$188 +8 +400%

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.