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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
RIL
751
Rothschild Investment LLC
Illinois
$436K -$1.54M -40,800 -78%
HTC
752
Haverford Trust Company
Pennsylvania
$435K -$4.71M -124,520 -91%
OMCS
753
Old Mutual Customised Solutions
South Africa
$428K
FNT
754
First National Trust
Pennsylvania
$426K -$100K -2,650 -19%
PTC
755
Private Trust Company
Ohio
$426K -$31.5K -834 -7%
GIS
756
Guardian Investor Services
New York
$426K -$17.5K -462 -4%
MAM
757
Martingale Asset Management
Massachusetts
$425K -$76 -2 -0%
EFS
758
Essex Financial Services
Connecticut
$423K +$97.9K +2,590 +29%
CWM
759
Confluence Wealth Management
Oregon
$420K +$430K +11,380 New
PP
760
Paloma Partners
Connecticut
$404K -$448K -11,864 -52%
MME
761
Meag Munich Ergo
Germany
$399K
WTB
762
Washington Trust Bank
Washington
$399K +$408K +10,804 New
RBC
763
Ronald Blue & Co
Georgia
$397K +$453 +12 +0.1%
NL
764
NWAM LLC
Washington
$396K +$143K +3,794 +55%
SCM
765
Shelton Capital Management
Colorado
$394K
TCB
766
Texas Capital Bancshares
Texas
$391K -$46.9K -1,240 -10%
WC
767
Whitnell & Co
Illinois
$390K
ABC
768
Associated Banc-Corp
Wisconsin
$388K -$24.6K -650 -6%
APFBOT
769
Amica Pension Fund Board of Trustees
Rhode Island
$388K
CPC
770
Cookson Peirce & Co
Pennsylvania
$388K +$16.6K +440 +4%
FAM
771
Formidable Asset Management
Ohio
$387K
PWM
772
Perigon Wealth Management
California
$386K +$28.7K +760 +8%
IC
773
IKOS CIF
Cyprus
$385K +$381K +10,080 New
TTWM
774
TCV Trust & Wealth Management
Virginia
$384K +$30.2K +800 +8%
GHA
775
GW Henssler & Associates
Georgia
$382K -$453 -12 -0.1%

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.