Nike
1,428 hedge funds and large institutions have $70.6B invested in Nike in 2018 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 419 increasing their positions, 695 reducing their positions, and 86 closing their positions.
37% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 86
18% more funds holding in top 10
Funds holding in top 10: 51 → 60 (+9)
5% more capital invested
Capital invested by funds: $66.9B → $70.6B (+$3.66B)
1% more funds holding
Funds holding: 1,411 → 1,428 (+17)
0.34% more ownership
Funds ownership: 81.61% → 81.94% (+0.34%)
34% less call options, than puts
Call options by funds: $911M | Put options by funds: $1.38B
40% less repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 695
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$627M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$518M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$388M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$221M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$202M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
-$365M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$308M |
| 3 |
State Street
Boston,
Massachusetts
|
-$249M |
| 4 |
Morgan Stanley
New York
|
-$245M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$156M |
NKE Hedge Fund Activity: Q1 2018 in Review
1,428 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q1 2018, worth a combined $70.6B — up 5.5% from $66.9B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new NKE positions and 86 closed out — a net gain of 32 holders — while 419 added to existing stakes and 695 trimmed.
The largest buyer was Jennison Associates, adding an estimated $627M. The largest seller was Pershing Square Capital Management, exiting entirely with an estimated $365M sold.
- 1,428 institutional investors held Nike (NKE) as of Q1 2018, up from 1,411 in Q4 2017.
- Funds reported $70.6B of Nike stock for Q1 2018, up 5.5% quarter-over-quarter.
- 118 funds opened new Nike positions in Q1 2018 and 86 closed out, a net change of +32 holders.
- The largest Nike buyer in Q1 2018 was Jennison Associates, an estimated $627M added.
- The largest Nike seller in Q1 2018 was Pershing Square Capital Management, an estimated $365M sold.
Based on aggregated 13F filings for Q1 2018.