Nike
990 hedge funds and large institutions have $44.5B invested in Nike in 2014 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 351 increasing their positions, 405 reducing their positions, and 56 closing their positions.
41% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 56
7% more funds holding in top 10
Funds holding in top 10: 29 → 31 (+2)
2% more funds holding
Funds holding: 974 → 990 (+16)
4% more capital invested
Capital invested by funds: $42.8B → $44.5B (+$1.67B)
0.41% less ownership
Funds ownership: 164.1% → 163.69% (-0.41%)
5% less call options, than puts
Call options by funds: $441M | Put options by funds: $463M
13% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 405
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$370M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$288M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$150M |
| 4 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
+$103M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$82.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$365M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$297M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$215M |
| 4 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$128M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$117M |
NKE Hedge Fund Activity: Q2 2014 in Review
990 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q2 2014, worth a combined $44.5B — up 3.9% from $42.8B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new NKE positions and 56 closed out — a net gain of 23 holders — while 351 added to existing stakes and 405 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $370M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $365M sold.
- 990 institutional investors held Nike (NKE) as of Q2 2014, up from 974 in Q1 2014.
- Funds reported $44.5B of Nike stock for Q2 2014, up 3.9% quarter-over-quarter.
- 79 funds opened new Nike positions in Q2 2014 and 56 closed out, a net change of +23 holders.
- The largest Nike buyer in Q2 2014 was Fidelity Investments, an estimated $370M added.
- The largest Nike seller in Q2 2014 was Discovery Capital Management, an estimated $365M sold.
Based on aggregated 13F filings for Q2 2014.