Nike
1,010 hedge funds and large institutions have $50.7B invested in Nike in 2014 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 331 increasing their positions, 440 reducing their positions, and 58 closing their positions.
97% more funds holding in top 10
Funds holding in top 10: 31 → 61 (+30)
52% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 58
14% more capital invested
Capital invested by funds: $44.5B → $50.7B (+$6.19B)
2% more funds holding
Funds holding: 990 → 1,010 (+20)
1.01% more ownership
Funds ownership: 163.69% → 164.71% (+1%)
12% less call options, than puts
Call options by funds: $505M | Put options by funds: $575M
25% less repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 440
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$207M |
| 2 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$198M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$117M |
| 4 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
+$104M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$89.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$365M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$309M |
| 3 |
Goldman Sachs
New York
|
-$176M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$133M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$110M |
NKE Hedge Fund Activity: Q3 2014 in Review
1,010 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q3 2014, worth a combined $50.7B — up 14% from $44.5B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new NKE positions and 58 closed out — a net gain of 30 holders — while 331 added to existing stakes and 440 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Lansdowne Partners (UK), cutting an estimated $365M.
- 1,010 institutional investors held Nike (NKE) as of Q3 2014, up from 990 in Q2 2014.
- Funds reported $50.7B of Nike stock for Q3 2014, up 14% quarter-over-quarter.
- 88 funds opened new Nike positions in Q3 2014 and 58 closed out, a net change of +30 holders.
- The largest Nike buyer in Q3 2014 was Fidelity Investments, an estimated $207M added.
- The largest Nike seller in Q3 2014 was Lansdowne Partners (UK), an estimated $365M sold.
Based on aggregated 13F filings for Q3 2014.