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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
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$3.23B -$11.8M -287,255 -0.3%
BlackRock
2
BlackRock
New York
$2.2B +$131M +3,187,731 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.69B +$50.1M +1,219,508 +3%
State Street
4
State Street
Massachusetts
$1.15B +$261M +6,360,180 +25%
Goldman Sachs
5
Goldman Sachs
New York
$625M -$161M -3,909,291 -18%
Norges Bank
6
Norges Bank
Norway
$509M -$32.8M -798,376 -5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$474M +$223M +5,416,425 +69%
UBS AM
8
UBS AM
Illinois
$337M +$101M +2,458,313 +35%
CS
9
Credit Suisse
Switzerland
$334M +$41.6M +1,011,371 +12%
Legal & General Group
10
Legal & General Group
United Kingdom
$301M +$12.8M +312,319 +4%
Deutsche Bank
11
Deutsche Bank
Germany
$254M +$52.8M +1,285,515 +22%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$246M -$112M -2,729,412 -28%
Morgan Stanley
13
Morgan Stanley
New York
$214M -$4.57M -111,269 -2%
First Trust Advisors
14
First Trust Advisors
Illinois
$203M -$180K -4,370 -0.1%
N
15
Natixis
France
$179M -$113M -2,745,955 -35%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$178M +$30.7M +747,514 +17%
Northern Trust
17
Northern Trust
Illinois
$157M -$83.9M -2,041,716 -32%
Barclays
18
Barclays
United Kingdom
$152M +$82.1M +1,997,863 +88%
Citadel Advisors
19
Citadel Advisors
Florida
$143M +$115M +2,805,117 +232%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$140M +$3.49M +84,835 +2%
SCM
21
Segantii Capital Management
Hong Kong
$127M +$60.2M +1,465,400 +70%
Renaissance Technologies
22
Renaissance Technologies
New York
$125M -$72.9M -1,773,668 -34%
UBS Group
23
UBS Group
Switzerland
$123M -$2.86M -69,711 -2%
Sands Capital Management
24
Sands Capital Management
Virginia
$120M +$138M +3,364,376 New
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$118M +$3.31M +80,540 +2%

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.