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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
IH
726
IFC Holdings
Florida
$508K +$7.79K +206 +2%
WF
727
Welch & Forbes
Massachusetts
$506K
PAM
728
Princeton Alpha Management
New Jersey
$505K +$517K +13,684 New
CIBC World Market
729
CIBC World Market
Ontario, Canada
$503K -$1.92M -50,868 -79%
Fisher Asset Management
730
Fisher Asset Management
Washington
$499K -$95.5K -2,526 -16%
SFU
731
Stonehage Fleming (UK)
United Kingdom
$497K +$37.8K +1,000 +4%
NDSI
732
Newman Dignan & Sheerar Inc
Rhode Island
$494K +$216K +5,724 +75%
MSS
733
Mitchell Sinkler & Starr
Pennsylvania
$484K -$5.67K -150 -1%
CICI
734
Capital Investment Counsel Inc
North Carolina
$480K
TCOTO
735
Trust Company of the Ozarks
Missouri
$477K
TCM
736
Texan Capital Management
Texas
$471K -$7.56K -200 -2%
WAM
737
Weatherly Asset Management
California
$468K
MIM
738
Miller Investment Management
Pennsylvania
$467K
TIA
739
Trust Investment Advisors
Indiana
$466K
LI
740
LMCG Investments
Massachusetts
$462K -$57.7K -1,526 -11%
LA
741
Lau Associates
Delaware
$458K
AI
742
Atria Investments
North Carolina
$458K +$97.6K +2,582 +26%
BC
743
Bartlett & Co
Ohio
$456K -$15.1K -400 -3%
WAM
744
Wolverine Asset Management
Illinois
$456K +$128K +3,400 +38%
IPC
745
Independent Portfolio Consultants
Florida
$449K -$283K -7,488 -38%
AF
746
Arrow Financial
New York
$446K -$3.93K -104 -0.9%
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K +$9.22K +244 +2%
UFG
748
United Fire Group
Iowa
$443K
NPC
749
National Planning Corporation
California
$442K -$30.6K -810 -6%
Bessemer Group
750
Bessemer Group
New Jersey
$442K +$91.9K +2,432 +25%

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.