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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
VAM
651
Visium Asset Management
New York
$887K +$908K +24,014 New
HA
652
Hamel Associates
New Jersey
$884K -$62.4K -1,650 -6%
AHC
653
Adell Harriman & Carpenter
Texas
$877K +$110K +2,924 +14%
Lazard Asset Management
654
Lazard Asset Management
New York
$874K -$4.65M -123,158 -84%
Fayez Sarofim & Co
655
Fayez Sarofim & Co
Texas
$866K +$72.3K +1,912 +9%
QI
656
QS Investors
New York
$860K -$204K -5,400 -19%
AMI
657
Amica Mutual Insurance
Rhode Island
$860K
BIC
658
Bridges Investment Counsel
Nebraska
$852K -$47.2K -1,250 -5%
FTIOP
659
Fiduciary Trust International of Pennsylvania
Pennsylvania
$852K +$165K +4,360 +23%
LMAM
660
Legg Mason Asset Management
Japan
$835K -$98.3K -2,600 -10%
AWM
661
Altavista Wealth Management
North Carolina
$830K -$24.5K -648 -3%
BWP
662
Baldwin Wealth Partners
Massachusetts
$828K +$497K +13,140 +142%
LMIM
663
Lockheed Martin Investment Management
Maryland
$812K
TAM
664
Tocqueville Asset Management
New York
$800K +$18.6K +492 +2%
HK
665
Horizon Kinetics
New York
$800K +$272K +7,202 +50%
CNBT
666
Canandaigua National Bank & Trust
New York
$789K +$15.9K +420 +2%
Jones Financial Companies
667
Jones Financial Companies
Missouri
$788K -$252K -6,662 -24%
IPRC
668
Indices-Pac Research Corporation
New Jersey
$782K -$231K -6,118 -22%
CIA
669
Capital Impact Advisors
Massachusetts
$773K
PSUF
670
People's United Financial
Connecticut
$773K +$57.1K +1,510 +8%
DAM
671
Doheny Asset Management
California
$771K -$11.3K -300 -1%
WSCM
672
Wellington Shields Capital Management
New York
$761K -$15.1K -400 -2%
GJIC
673
Gamble Jones Investment Counsel
California
$742K +$98K +2,594 +15%
DC
674
Davenport & Co
Virginia
$740K -$52.6K -1,392 -6%
AWP
675
Ascent Wealth Partners
New York
$719K +$15.1K +400 +2%

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.