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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
BBL
676
Beck Bode LLC
Massachusetts
-$40K -756 Closed
LPWM
677
Lake Point Wealth Management
Texas
-$40K -753 Closed
RDWM
678
Red Door Wealth Management
Tennessee
-$31K -585 Closed
MA
679
Modus Advisors
Minnesota
-$27K -503 Closed
FWM
680
FFT Wealth Management
Pennsylvania
-$24K -444 Closed
PWP
681
Personal Wealth Partners
Minnesota
-$19K -350 Closed
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
-$18K -347 Closed
ICM
683
Ionic Capital Management
New York
-$14K -341 Closed
PA
684
Perennial Advisors
New York
-$18K -335 Closed
PGWM
685
Parisi Gray Wealth Management
New Jersey
-$14K -266 Closed
VRM
686
Vectors Research Management
New York
-$13K -250 Closed
BFA
687
Brendel Financial Advisors
New Hampshire
-$11K -200 Closed
WPA
688
West Paces Advisors
Georgia
-$10.6K -200 Closed
EW
689
Evoke Wealth
California
-$8K -150 Closed
GIA
690
Goodwin Investment Advisory
Georgia
-$8K -150 Closed
M1FG
691
Mach-1 Financial Group
Arkansas
-$6K -123 Closed
FFG
692
Ford Financial Group
California
-$6K -120 Closed
LTI
693
Laffer Tengler Investments
Tennessee
-$5.32K -100 Closed
CCMW
694
Cypress Capital Management (Wyoming)
Wyoming
-$4K -75 Closed
SB
695
Strategic Blueprint
Georgia
-$3K -60 Closed
HCP
696
Hexagon Capital Partners
Arkansas
+$329 +8 New

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.