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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
CWM
601
Concert Wealth Management
California
$1.21M +$358K +9,468 +41%
CAM
602
Carret Asset Management
New York
$1.18M
ICAS
603
Investors Capital Advisory Services
Massachusetts
$1.17M +$801K +21,186 +204%
Cambridge Investment Research Advisors
604
Cambridge Investment Research Advisors
Iowa
$1.15M +$83.7K +2,214 +8%
ST
605
Smithfield Trust
Pennsylvania
$1.13M -$129K -3,416 -10%
DPIM
606
Duff & Phelps Investment Management
Illinois
$1.13M
CIC
607
Crawford Investment Counsel
Georgia
$1.13M -$165K -4,356 -13%
PAG
608
Private Advisor Group
New Jersey
$1.12M +$53.7K +1,420 +5%
MFS
609
Monetta Financial Services
Illinois
$1.11M -$907K -24,000 -44%
Parallax Volatility Advisers
610
Parallax Volatility Advisers
California
$1.1M +$432K +11,436 +62%
PAM
611
Palisade Asset Management
Minnesota
$1.1M
MFS
612
MSI Financial Services
Massachusetts
$1.1M +$850K +22,494 +312%
CAM
613
Coronation Asset Management
South Africa
$1.09M -$491K -13,000 -30%
Truist Financial
614
Truist Financial
North Carolina
$1.09M -$108K -2,864 -9%
CCM
615
CrestPoint Capital Management
Missouri
$1.09M -$22.7K -600 -2%
HC
616
Hendley & Co
Ohio
$1.09M +$33.6K +890 +3%
CASB
617
Cape Ann Savings Bank
Massachusetts
$1.09M -$15.1K -400 -1%
CC
618
ClearArc Capital
Ohio
$1.09M +$59.6K +1,578 +6%
GAM
619
Gotham Asset Management
New York
$1.09M +$611K +16,158 +122%
AIP
620
Ameritas Investment Partners
Nebraska
$1.09M -$74.6K -1,974 -6%
CIA
621
Choate Investment Advisors
Massachusetts
$1.07M -$3.78K -100 -0.3%
SFSIG
622
San Francisco Sentry Investment Group
California
$1.06M +$45.7K +1,210 +4%
DCM
623
Dynamic Capital Management
Jersey
$1.06M +$39.9K +1,056 +4%
MWAC
624
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.04M -$457K -12,100 -30%
FAAS
625
First Allied Advisory Services
California
$1.03M -$10.9K -288 -1%

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.