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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
O
51
OppenheimerFunds
New York
$155M -$95.1M -2,515,400 -38%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$151M +$87M +2,301,084 +128%
Charles Schwab
53
Charles Schwab
California
$144M -$19.9M -526,532 -12%
ECU
54
Egerton Capital (UK)
United Kingdom
$142M +$20.8M +550,826 +17%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$138M +$61.3K +1,622 +0%
WRF
56
Waddell & Reed Financial
Kansas
$136M -$136M -3,608,546 -49%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$132M +$90M +2,381,758 +198%
U
58
UBS
Switzerland
$126M +$33.6M +888,074 +35%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$125M +$4.36M +115,258 +3%
JRP
60
Jasper Ridge Partners
California
$125M
PAM
61
Panagora Asset Management
Massachusetts
$122M -$1.88M -49,838 -1%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$116M +$50.5M +1,337,378 +74%
MAA
63
Managed Account Advisors
New Jersey
$115M -$6.2M -164,140 -5%
American Century Companies
64
American Century Companies
Missouri
$114M -$105K -2,780 -0.1%
MCI
65
McDonald Capital Investors
California
$113M +$3.94M +104,148 +4%
PPA
66
Parametric Portfolio Associates
Washington
$111M -$7.68M -203,312 -6%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$110M -$2.86M -75,650 -2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$104M -$1.26M -33,466 -1%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$103M +$70.9M +1,877,406 +206%
Allianz Asset Management
70
Allianz Asset Management
Germany
$103M -$23.2M -613,202 -18%
WA
71
WestEnd Advisors
North Carolina
$101M -$26.6M -703,682 -20%
Canada Life
72
Canada Life
Manitoba, Canada
$99.8M +$1.18M +31,328 +1%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$99.4M +$708K +18,738 +0.7%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$99M +$43M +1,137,358 +74%
Fiera Capital (Canada)
75
Fiera Capital (Canada)
Quebec, Canada
$97.1M +$31.2M +826,588 +46%

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.