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974 hedge funds and large institutions have $42.8B invested in Nike in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 352 increasing their positions, 424 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 68

0% less funds holding

Funds holding: 977974 (-3)

1.07% less ownership

Funds ownership: 165.18%164.1% (-1.1%)

7% less capital invested

Capital invested by funds: $46.1B → $42.8B (-$3.32B)

17% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 424

19% less funds holding in top 10

Funds holding in top 10: 3629 (-7)

28% less call options, than puts

Call options by funds: $307M | Put options by funds: $428M

Holders
974
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
28.13%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.84%
New
75
Increased
352
Reduced
424
Closed
68
Calls
$307M
Puts
$428M
Net Calls
-$121M
Net Calls Change
+$70.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
301
NBW Capital
Massachusetts
$6.89M +$4.18M +110,560 +145%
LCM
302
Logan Capital Management
Pennsylvania
$6.82M +$285K +7,554 +4%
CW
303
Cobiz Wealth
Colorado
$6.81M -$109K -2,876 -2%
FNBOO
304
First National Bank of Omaha
Nebraska
$6.79M -$128K -3,400 -2%
RFC
305
Regions Financial Corp
Alabama
$6.78M -$774K -20,480 -10%
KLC
306
Knowledge Leaders Capital
Colorado
$6.63M +$6.79M +179,586 New
TIP
307
Torray Investment Partners
Maryland
$6.61M +$2.96M +78,450 +78%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$6.59M -$218K -5,766 -3%
PG
309
PEAK6 Group
Illinois
$6.51M +$166K +4,390 +3%
NCM
310
Noesis Capital Mangement
Florida
$6.47M +$652K +17,240 +11%
AC
311
Addenda Capital
Quebec, Canada
$6.46M -$474K -12,546 -7%
CSIC
312
Clifford Swan Investment Counsel
California
$6.37M +$242K +6,400 +4%
NIA
313
Northstar Investment Advisors
Colorado
$6.35M +$96K +2,540 +2%
BFO
314
Boston Family Office
Massachusetts
$6.34M -$15.1K -400 -0.2%
OWD
315
Osborn Williams & Donohoe
Ohio
$6.33M +$336K +8,900 +5%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$6.18M -$843K -22,318 -12%
MBI
317
Montrusco Bolton Investments
Quebec, Canada
$6.17M +$1.75M +46,180 +38%
DL
318
Delta Lloyd
Netherlands
$6.17M +$484K +12,796 +8%
BST
319
Bath Savings Trust
Maine
$6.16M -$37.4K -990 -0.6%
LPL Financial
320
LPL Financial
California
$5.98M -$102K -2,704 -2%
FCAM
321
F&C Asset Management
United Kingdom
$5.97M -$462K -12,234 -7%
AAM
322
Autus Asset Management
Arizona
$5.97M +$53.6K +1,418 +0.9%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$5.95M +$551K +14,588 +10%
MOACM
324
Mutual of America Capital Management
New York
$5.94M -$140K -3,702 -2%
RSVP
325
Ramsay Stattman Vela & Price
Colorado
$5.94M -$140K -3,710 -2%

NKE Hedge Fund Activity: Q1 2014 in Review

974 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q1 2014, worth a combined $42.8B — down 7.2% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NKE positions and 68 closed out — a net gain of 7 holders — while 352 added to existing stakes and 424 trimmed.

The largest buyer was SAC Capital Advisors, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $366M.

  • 974 institutional investors held Nike (NKE) as of Q1 2014, down from 977 in Q4 2013.
  • Funds reported $42.8B of Nike stock for Q1 2014, down 7.2% quarter-over-quarter.
  • 75 funds opened new Nike positions in Q1 2014 and 68 closed out, a net change of +7 holders.
  • The largest Nike buyer in Q1 2014 was SAC Capital Advisors, an estimated $162M added.
  • The largest Nike seller in Q1 2014 was Capital Research Global Investors, an estimated $366M sold.

Based on aggregated 13F filings for Q1 2014.