Nike
1,591 hedge funds and large institutions have $76.5B invested in Nike in 2018 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 575 increasing their positions, 614 reducing their positions, and 107 closing their positions.
87% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 107
8% more funds holding in top 10
Funds holding in top 10: 65 → 70 (+5)
5% more funds holding
Funds holding: 1,509 → 1,591 (+82)
0.7% more ownership
Funds ownership: 80.77% → 81.47% (+0.7%)
6% less repeat investments, than reductions
Existing positions increased: 575 | Existing positions reduced: 614
13% less capital invested
Capital invested by funds: $87.6B → $76.5B (-$11.1B)
28% less call options, than puts
Call options by funds: $959M | Put options by funds: $1.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$269M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$227M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$196M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$169M |
| 5 |
Jennison Associates
New York
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$577M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$542M |
| 3 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$332M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$153M |
| 5 |
Polen Capital Management
Boca Raton,
Florida
|
-$128M |
NKE Hedge Fund Activity: Q4 2018 in Review
1,591 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q4 2018, worth a combined $76.5B — down 13% from $87.6B a quarter earlier.
Buyers outnumbered sellers: 200 funds opened new NKE positions and 107 closed out — a net gain of 93 holders — while 575 added to existing stakes and 614 trimmed.
The largest buyer was BlackRock, adding an estimated $269M. The largest seller was Wellington Management Group, cutting an estimated $577M.
- 1,591 institutional investors held Nike (NKE) as of Q4 2018, up from 1,509 in Q3 2018.
- Funds reported $76.5B of Nike stock for Q4 2018, down 13% quarter-over-quarter.
- 200 funds opened new Nike positions in Q4 2018 and 107 closed out, a net change of +93 holders.
- The largest Nike buyer in Q4 2018 was BlackRock, an estimated $269M added.
- The largest Nike seller in Q4 2018 was Wellington Management Group, an estimated $577M sold.
Based on aggregated 13F filings for Q4 2018.