Nike
907 hedge funds and large institutions have $44B invested in Nike in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 324 increasing their positions, 373 reducing their positions, and 46 closing their positions.
91% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 46
52% more funds holding in top 10
Funds holding in top 10: 31 → 47 (+16)
15% more capital invested
Capital invested by funds: $38.4B → $44B (+$5.59B)
4% more funds holding
Funds holding: 873 → 907 (+34)
2.32% more ownership
Funds ownership: 168.19% → 170.51% (+2.3%)
7% less call options, than puts
Call options by funds: $434M | Put options by funds: $468M
13% less repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 373
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$411M |
| 2 |
State Street
Boston,
Massachusetts
|
+$356M |
| 3 |
LBH
Lehman Brothers Holdings
New York
|
+$174M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 5 |
Morgan Stanley
New York
|
+$135M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$333M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$128M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$118M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$108M |
| 5 |
Jennison Associates
New York
|
-$90.6M |
NKE Hedge Fund Activity: Q3 2013 in Review
907 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q3 2013, worth a combined $44B — up 15% from $38.4B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new NKE positions and 46 closed out — a net gain of 42 holders — while 324 added to existing stakes and 373 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $411M. The largest seller was Marsico Capital Management, exiting entirely with an estimated $333M sold.
- 907 institutional investors held Nike (NKE) as of Q3 2013, up from 873 in Q2 2013.
- Funds reported $44B of Nike stock for Q3 2013, up 15% quarter-over-quarter.
- 88 funds opened new Nike positions in Q3 2013 and 46 closed out, a net change of +42 holders.
- The largest Nike buyer in Q3 2013 was Winslow Capital Management, an estimated $411M added.
- The largest Nike seller in Q3 2013 was Marsico Capital Management, an estimated $333M sold.
Based on aggregated 13F filings for Q3 2013.