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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
AAS
176
Annex Advisory Services
Wisconsin
$2.89M +$596K +14,515 +22%
AP
177
AtonRa Partners
Switzerland
$2.85M +$417K +10,147 +15%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$2.81M +$104K +2,542 +3%
KA
179
Kercheville Advisors
Texas
$2.77M -$544K -13,250 -15%
Prudential Financial
180
Prudential Financial
New Jersey
$2.75M -$4.39M -106,800 -60%
Capital Fund Management (CFM)
181
Capital Fund Management (CFM)
France
$2.73M +$3.15M +76,754 New
TAMH
182
Taikang Asset Management (HK)
Hong Kong
$2.73M +$1.22M +29,633 +63%
NIPH
183
NN Investment Partners Holdings
Netherlands
$2.71M +$560K +13,642 +22%
PP
184
PDS Planning
Ohio
$2.67M -$3.08K -75 -0.1%
OGC
185
Oak Grove Capital
New Hampshire
$2.64M +$20.5K +500 +0.7%
CCM
186
CAAS Capital Management
New York
$2.61M -$4.47M -108,714 -60%
NA
187
Navellier & Associates
Nevada
$2.58M +$161K +3,923 +6%
VRS
188
Virginia Retirement Systems
Virginia
$2.58M -$119K -2,900 -4%
PA
189
Profund Advisors
Maryland
$2.55M -$101K -2,457 -3%
SC
190
Scotia Capital
Ontario, Canada
$2.5M +$184K +4,476 +7%
DILIC
191
Dai-ichi Life Insurance Company
Japan
$2.48M -$23.5K -571 -0.8%
BRWA
192
B. Riley Wealth Advisors
Florida
$2.43M -$162K -3,949 -5%
VIA
193
Vident Investment Advisory
Georgia
$2.41M +$531K +12,914 +24%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$2.41M -$516K -12,560 -16%
F
195
F3Logic
Minnesota
$2.4M +$124K +3,015 +5%
TI
196
Trexquant Investment
Connecticut
$2.12M +$884K +21,509 +57%
QC
197
Quaero Capital
Switzerland
$2.1M
Daiwa Securities Group
198
Daiwa Securities Group
Japan
$2.05M -$107K -2,600 -4%
AWM
199
AE Wealth Management
Kansas
$2.05M -$150K -3,640 -6%
OC
200
Oppenheimer & Co
New York
$2.01M -$272K -6,618 -10%

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.