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2,437 hedge funds and large institutions have $110B invested in Nike in 2023 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 918 increasing their positions, 909 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 131

16% more capital invested

Capital invested by funds: $94.6B → $110B (+$14.9B)

7% more funds holding

Funds holding: 2,2792,437 (+158)

1.99% more ownership

Funds ownership: 80.44%82.43% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 918 | Existing positions reduced: 909

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

22% less call options, than puts

Call options by funds: $2.89B | Put options by funds: $3.71B

Holders
2,437
Holders Change
+158
Holders Change %
+6.93%
% of All Funds
35.52%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
328
Increased
918
Reduced
909
Closed
131
Calls
$2.89B
Puts
$3.71B
Net Calls
-$820M
Net Calls Change
-$471M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$790M +$5.3M +49,326 +0.7%
Newport Trust Company
27
Newport Trust Company
District of Columbia
$758M -$13.5M -125,963 -2%
Fundsmith LLP
28
Fundsmith LLP
United Kingdom
$726M -$1.81M -16,849 -0.3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$717M +$100M +933,503 +16%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$691M +$327K +3,039 +0%
Jennison Associates
31
Jennison Associates
New York
$661M -$257M -2,394,572 -28%
Polen Capital Management
32
Polen Capital Management
Florida
$641M -$27.2M -253,276 -4%
ATO
33
Alecta Tjanstepension Omsesidigt
Sweden
$626M
Amundi
34
Amundi
France
$568M -$102M -948,972 -15%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$541M -$87.1M -810,274 -14%
ClearBridge Investments
36
ClearBridge Investments
New York
$527M +$19.8M +183,833 +4%
JIM
37
Jensen Investment Management
Oregon
$527M -$9.62M -89,544 -2%
GAM
38
GuardCap Asset Management
United Kingdom
$512M +$103M +957,612 +25%
American Century Companies
39
American Century Companies
Missouri
$510M -$98.8M -919,567 -16%
Brown Advisory
40
Brown Advisory
Maryland
$507M +$20.7M +192,752 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$492M +$125M +1,165,511 +35%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$476M +$54M +502,425 +13%
Sands Capital Management
43
Sands Capital Management
Virginia
$471M -$23.1M -214,971 -5%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$468M +$6.91M +64,325 +2%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$444M -$47.4M -441,288 -10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$416M -$14.6M -135,600 -3%
CS
47
Credit Suisse
Switzerland
$415M -$6.41M -59,678 -2%
DZ Bank
48
DZ Bank
Germany
$406M +$330M +3,074,844 +465%
Stifel Financial
49
Stifel Financial
Missouri
$393M +$4.02M +37,389 +1%
Invesco
50
Invesco
Georgia
$392M +$74.5M +693,503 +24%

NKE Hedge Fund Activity: Q4 2023 in Review

2,437 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q4 2023, worth a combined $110B — up 16% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new NKE positions and 131 closed out — a net gain of 197 holders — while 918 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56B. The largest seller was Edgewood Management, cutting an estimated $1.12B.

  • 2,437 institutional investors held Nike (NKE) as of Q4 2023, up from 2,279 in Q3 2023.
  • Funds reported $110B of Nike stock for Q4 2023, up 16% quarter-over-quarter.
  • 328 funds opened new Nike positions in Q4 2023 and 131 closed out, a net change of +197 holders.
  • The largest Nike buyer in Q4 2023 was Morgan Stanley, an estimated $2.56B added.
  • The largest Nike seller in Q4 2023 was Edgewood Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q4 2023.