Nike
978 hedge funds and large institutions have $46.1B invested in Nike in 2013 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 285 increasing their positions, 427 reducing their positions, and 50 closing their positions.
164% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 50
8% more funds holding
Funds holding: 907 → 978 (+71)
5% more capital invested
Capital invested by funds: $44B → $46.1B (+$2.17B)
5.33% less ownership
Funds ownership: 170.51% → 165.18% (-5.3%)
23% less funds holding in top 10
Funds holding in top 10: 47 → 36 (-11)
33% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 427
41% less call options, than puts
Call options by funds: $276M | Put options by funds: $468M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$303M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$175M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$108M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$83.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$250M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$249M |
| 3 |
LBH
Lehman Brothers Holdings
New York
|
-$194M |
| 4 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
-$190M |
| 5 |
SG Americas Securities
New York
|
-$130M |
NKE Hedge Fund Activity: Q4 2013 in Review
978 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q4 2013, worth a combined $46.1B — up 4.9% from $44B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new NKE positions and 50 closed out — a net gain of 82 holders — while 285 added to existing stakes and 427 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $303M. The largest seller was Sands Capital Management, cutting an estimated $250M.
- 978 institutional investors held Nike (NKE) as of Q4 2013, up from 907 in Q3 2013.
- Funds reported $46.1B of Nike stock for Q4 2013, up 4.9% quarter-over-quarter.
- 132 funds opened new Nike positions in Q4 2013 and 50 closed out, a net change of +82 holders.
- The largest Nike buyer in Q4 2013 was VOYA Investment Management, an estimated $303M added.
- The largest Nike seller in Q4 2013 was Sands Capital Management, an estimated $250M sold.
Based on aggregated 13F filings for Q4 2013.