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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
PAS
801
Professional Advisory Services
Florida
$321K
TSW
802
Thompson Siegel & Walmsley
Virginia
$318K +$141K +3,728 +76%
GGPS
803
Gary Goldberg Planning Services
New York
$317K -$129K -3,424 -29%
CG
804
Clinton Group
New York
$315K +$323K +8,534 New
RCM
805
Rotella Capital Management
Washington
$312K +$319K +8,452 New
GLI
806
Guardian Life Insurance
New York
$311K -$1.06K -28 -0.3%
MCM
807
McRae Capital Management
New Jersey
$310K
BAM
808
Barrett Asset Management
New York
$310K +$227K +6,000 +250%
BHTS
809
Bar Harbor Trust Services
Maine
$309K
CCA
810
Conestoga Capital Advisors
Pennsylvania
$308K
CT
811
Cambridge Trust
Massachusetts
$301K +$7.56K +200 +3%
PP
812
Prudential plc
United Kingdom
$297K
OPTFSNA
813
Old Point Trust & Financial Services N A
Virginia
$295K
YMRC
814
Yorktown Management & Research Company
Virginia
$295K
NAMA
815
Nikko Asset Management Americas
New York
$294K -$22.7K -600 -7%
NME
816
Notis-McConarty Edward
$292K
FBFS
817
First Business Financial Services
Wisconsin
$290K +$50.9K +1,346 +21%
Luther King Capital Management (LKCM)
818
Luther King Capital Management (LKCM)
Texas
$285K +$292K +7,724 New
RCM
819
Reynolds Capital Management
Nevada
$281K -$90.7K -2,400 -24%
PP
820
Palladium Partners
Virginia
$281K
1IA
821
1834 Investment Advisors
Wisconsin
$281K +$37.8K +1,000 +15%
MSR
822
Main Street Research
Connecticut
$279K
WB
823
Webster Bank
Connecticut
$278K +$12.2K +324 +5%
TT
824
Tower Trust
Indiana
$276K
CWP
825
Capital Wealth Planning
Florida
$276K +$282K +7,472 New

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.