Nike
1,268 hedge funds and large institutions have $54.8B invested in Nike in 2016 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 495 increasing their positions, 542 reducing their positions, and 95 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 542
1.42% less ownership
Funds ownership: 79.21% → 77.79% (-1.4%)
2% less funds holding
Funds holding: 1,296 → 1,268 (-28)
6% less capital invested
Capital invested by funds: $58.2B → $54.8B (-$3.5B)
16% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 95
19% less call options, than puts
Call options by funds: $1.04B | Put options by funds: $1.29B
23% less funds holding in top 10
Funds holding in top 10: 66 → 51 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$282M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$180M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$178M |
| 4 |
BRC
Blue Ridge Capital
New York
|
+$147M |
| 5 |
Goldman Sachs
New York
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$454M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$319M |
| 3 |
D.E. Shaw & Co
New York
|
-$227M |
| 4 |
O
OppenheimerFunds
New York
|
-$105M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$100M |
NKE Hedge Fund Activity: Q3 2016 in Review
1,268 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q3 2016, worth a combined $54.8B — down 6% from $58.2B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of NKE and 80 opened new positions — a net loss of 15 holders — while 542 trimmed existing stakes and 495 added.
The largest buyer was Wellington Management Group, adding an estimated $282M. The largest seller was Fidelity Investments, cutting an estimated $454M.
- 1,268 institutional investors held Nike (NKE) as of Q3 2016, down from 1,296 in Q2 2016.
- Funds reported $54.8B of Nike stock for Q3 2016, down 6% quarter-over-quarter.
- 80 funds opened new Nike positions in Q3 2016 and 95 closed out, a net change of -15 holders.
- The largest Nike buyer in Q3 2016 was Wellington Management Group, an estimated $282M added.
- The largest Nike seller in Q3 2016 was Fidelity Investments, an estimated $454M sold.
Based on aggregated 13F filings for Q3 2016.