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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
AAM
451
Augustine Asset Management
Florida
$2.79M -$129K -3,410 -4%
SSB
452
Sandy Spring Bank
Maryland
$2.79M -$73.2K -1,938 -2%
HBT
453
Hills Bank & Trust
Iowa
$2.79M -$79.9K -2,114 -3%
NSAM
454
North Star Asset Management
Wisconsin
$2.78M +$187K +4,960 +7%
FPTW
455
Franklin, Parlapiano, Turner & Welch
Texas
$2.74M -$44.1K -1,168 -2%
CWM
456
Calamos Wealth Management
Illinois
$2.73M +$2.01M +53,064 +255%
JC
457
Jacobs & Co
California
$2.73M -$23.8K -630 -0.8%
TCOV
458
Trust Company of Vermont
Vermont
$2.69M +$16.8K +444 +0.6%
ECML
459
Eagle Capital Management (Louisiana)
Louisiana
$2.65M +$1.4M +36,930 +106%
DLCIG
460
D.L. Carlson Investment Group
New Hampshire
$2.62M -$66.9K -1,770 -2%
BP
461
Banyan Partners
Florida
$2.61M -$16.3K -430 -0.6%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$2.61M +$313K +8,284 +13%
AIA
463
Alerus Investment Advisors
Minnesota
$2.61M -$1.91M -50,660 -42%
EWM
464
Elite Wealth Management
Washington
$2.61M +$1.55M +41,038 +139%
JAFL
465
Jay A. Fishman Ltd
Michigan
$2.6M +$9.22K +244 +0.3%
PCM
466
Parsons Capital Management
Rhode Island
$2.59M +$888K +23,498 +50%
PFPT
467
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.59M -$191K -5,050 -7%
III
468
Independent Investors Inc
New York
$2.58M
JCP
469
Jabre Capital Partners
Switzerland
$2.58M +$2.65M +70,000 New
FWCM
470
Ferguson Wellman Capital Management
Oregon
$2.56M -$182K -4,820 -6%
M&T Bank
471
M&T Bank
New York
$2.44M +$49.1K +1,300 +2%
MA
472
Montag & Associates
Georgia
$2.43M -$245K -6,480 -9%
AIM
473
abrdn Investment Management
United Kingdom
$2.43M -$436K -11,536 -15%
Bank of Nova Scotia
474
Bank of Nova Scotia
Ontario, Canada
$2.39M -$691K -18,280 -22%
OPCM
475
Osborne Partners Capital Management
California
$2.37M

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.