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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
Acadian Asset Management
901
Acadian Asset Management
Massachusetts
$64K -$2.87M -75,840 -98%
DAM
902
Delta Asset Management
Tennessee
$64K
TWM
903
Torch Wealth Management
Ohio
$61K
ST
904
Stifel Trust
Missouri
$60K -$15.9K -420 -21%
EP
905
Edinburgh Partners
United Kingdom
$60K
BC
906
Blackhill Capital
New Jersey
$58K
MA
907
MCF Advisors
Kentucky
$57K -$70.7K -1,870 -55%
PSI
908
Pinnacle Summer Investments
Virginia
$57K
PC
909
Pier Capital
Connecticut
$52K
CFA
910
CT Financial Advisors
Pennsylvania
$50.8K +$38.2K +1,012 New
HR
911
Howe & Rusling
New York
$49K +$48.9K +1,294 +4,313%
JIC
912
Joel Isaacson & Co
New York
$48K -$46.1K -1,220 -49%
OC
913
Oakworth Capital
Alabama
$48K
PFA
914
Paradigm Financial Advisors
Missouri
$46K -$76 -2 -0.2%
KCPG
915
Kavar Capital Partners Group
Kansas
$46K
DOA
916
D'Orazio & Associates
Virginia
$44K
HCM
917
Horrell Capital Management
Arkansas
$44K
BKBG
918
BHF Kleinwort Benson Group
Belgium
$42K +$59K +1,560 New
HCC
919
Hirtle Callaghan & Co
Pennsylvania
$40K +$5.67K +150 +16%
LWM
920
Lenox Wealth Management
Ohio
$38K +$15.1K +400 +64%
KPCM
921
Kings Point Capital Management
New York
$35K -$7.56K -200 -18%
CRM
922
Cramer Rosenthal McGlynn
Connecticut
$30K
IMS
923
Index Management Solutions
Pennsylvania
$29K -$29K -768 -50%
NCM
924
Nelson Capital Management
California
$29K +$9.07K +240 +43%
GAM
925
Gemmer Asset Management
California
$29K +$29.6K +784 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.