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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
NFSG
201
Newbridge Financial Services Group
Florida
$1.99M -$53.5K -1,303 -2%
Massachusetts Financial Services
202
Massachusetts Financial Services
Massachusetts
$1.97M +$1.36M +33,203 +151%
MIAN
203
Mariner Independent Advisor Network
Kansas
$1.93M +$115K +2,806 +5%
FG
204
Formula Growth
Quebec, Canada
$1.87M -$784K -19,091 -27%
SPC
205
Sigma Planning Corp
Michigan
$1.87M +$149K +3,622 +7%
KAS
206
Kestra Advisory Services
Texas
$1.83M -$283K -6,896 -12%
DACS
207
Dymon Asia Capital (Singapore)
Singapore
$1.83M +$2.11M +51,461 New
CSS
208
Cubist Systematic Strategies
Connecticut
$1.81M +$383K +9,329 +22%
HCM
209
Hitchwood Capital Management
New York
$1.78M
SCA
210
Snowden Capital Advisors
New York
$1.77M -$15.2K -369 -0.7%
1WA
211
180 Wealth Advisors
Washington
$1.7M -$104K -2,522 -5%
Comerica Bank
212
Comerica Bank
Texas
$1.66M -$2.2M -53,564 -56%
T. Rowe Price Associates
213
T. Rowe Price Associates
Maryland
$1.65M +$288K +7,000 +18%
Truist Financial
214
Truist Financial
North Carolina
$1.58M -$8.22K -200 -0.4%
PMAM
215
Picton Mahoney Asset Management
Ontario, Canada
$1.56M
CAM
216
ClariVest Asset Management
California
$1.51M +$674K +16,400 +63%
IHL
217
Investment House LLC
California
$1.5M -$22.4K -545 -1%
CIBC World Market
218
CIBC World Market
Ontario, Canada
$1.48M -$523K -12,729 -24%
AAM
219
Azzad Asset Management
Virginia
$1.43M +$16.9K +411 +1%
GAM
220
Griffin Asset Management
New York
$1.43M -$197K -4,800 -11%
PFS
221
Prospera Financial Services
Texas
$1.42M +$97.7K +2,379 +6%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$1.37M -$13.1K -320 -0.8%
CGH
223
Crossmark Global Holdings
Texas
$1.33M -$28.3K -690 -2%
MML Investors Services
224
MML Investors Services
Massachusetts
$1.31M -$68.4K -1,665 -4%
DCM
225
Driehaus Capital Management
Illinois
$1.29M -$41.4M -1,006,804 -97%

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.