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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
W
876
Wealthfront
California
$145K +$147K +3,892 New
RNS
877
Robert N. Shapiro
$142K +$26.5K +700 +22%
IUAM
878
Itau USA Asset Management
New York
$140K +$22.7K +600 +19%
CCS
879
Crosspoint Capital Strategies
California
$137K +$16K +424 +13%
PAS
880
Partnervest Advisory Services
California
$136K +$8.62K +228 +7%
CLM
881
ClearBridge LLC (Maryland)
Maryland
$119K -$1.37M -36,380 -92%
ECM
882
ETrade Capital Management
Virginia
$113K -$6.5K -172 -5%
SSG
883
Summit Securities Group
New York
$111K -$166K -4,400 -59%
MAM
884
Mizuho Asset Management
Japan
$104K
KT
885
Kanaly Trust
Texas
$103K +$29.7K +786 +39%
CG
886
Colony Group
Massachusetts
$102K
WEC
887
Winslow Evans & Crocker
Massachusetts
$92.3K -$17.5K -464 -16%
SFPIA
888
Stevens First Principles Investment Advisors
California
$92K +$30.2K +800 +47%
Canada Pension Plan Investment Board
889
Canada Pension Plan Investment Board
Ontario, Canada
$89K -$45.3K -1,200 -33%
CFG
890
CKW Financial Group
Hawaii
$89K
PMFA
891
Plante Moran Financial Advisors
Michigan
$85K -$7.26K -192 -8%
CHC
892
City Holding Co
West Virginia
$82K
BFEC
893
Benjamin F. Edwards & Company
Missouri
$78K +$64.2K +1,700 +425%
PO
894
Private Ocean
California
$76K
PR
895
Payden & Rygel
California
$74K
HCM
896
Highlander Capital Management
New Jersey
$73.9K
Manulife (Manufacturers Life Insurance)
897
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$73.1K +$939K +24,852 +1%
ARMT
898
Amica Retiree Medical Trust
Rhode Island
$68K
DBT
899
Dubuque Bank & Trust
Iowa
$67K -$3.48K -92 -5%
AR
900
Advisory Research
Illinois
$65K +$66.6K +1,762 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.