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1,804 hedge funds and large institutions have $84.3B invested in Nike in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 726 increasing their positions, 754 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 81.92%82.08% (+0.17%)

4% less repeat investments, than reductions

Existing positions increased: 726 | Existing positions reduced: 754

4% less funds holding

Funds holding: 1,8811,804 (-77)

10% less funds holding in top 10

Funds holding in top 10: 9081 (-9)

18% less capital invested

Capital invested by funds: $103B → $84.3B (-$19B)

27% less first-time investments, than exits

New positions opened: 144 | Existing positions closed: 198

39% less call options, than puts

Call options by funds: $941M | Put options by funds: $1.55B

Holders
1,804
Holders Change
-77
Holders Change %
-4.09%
% of All Funds
39.74%
Holding in Top 10
81
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10%
% of All Funds
1.78%
New
144
Increased
726
Reduced
754
Closed
198
Calls
$941M
Puts
$1.55B
Net Calls
-$612M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
1751
Joseph P. Lucia & Associates
New York
$19K +$19K +204 +816%
LSA
1752
Lion Street Advisors
Texas
$18K +$20.5K +220 New
HWM
1753
Holloway Wealth Management
Florida
$17K
FGAM
1754
Financial Gravity Asset Management
Texas
$15.5K +$119K +1,279 +254%
EWP
1755
Engrave Wealth Partners
Texas
$15K -$46.5K -500 -73%
TAIM
1756
TD Ameritrade Investment Management
Nebraska
$15K
CIAS
1757
CBIZ Investment Advisory Services
Ohio
$14K
KFI
1758
Key Financial Inc
Pennsylvania
$13K +$14.1K +152 New
CFN
1759
Cordasco Financial Network
Florida
$12K
CWA
1760
Carolina Wealth Advisors
South Carolina
$12K +$4.65K +50 +50%
KFS
1761
Kelly Financial Services
Massachusetts
$11.2K +$9.21K +99 +275%
EIP
1762
Ellis Investment Partners
Pennsylvania
$11K
CAGAS
1763
Capital Advisory Group Advisory Services
Minnesota
$11K +$12.7K +137 New
FCM
1764
Firestone Capital Management
Florida
$10K -$11.2K -120 -49%
KLWA
1765
Kelly Lawrence W & Associates
California
$10K
MIM
1766
Macroview Investment Management
Maryland
$10K +$6.42K +69 +128%
YAL
1767
Your Advocates Ltd
Texas
$9K +$10.5K +113 New
ST
1768
Sageworth Trust
Pennsylvania
$8K
CTB
1769
Country Trust Bank
Illinois
$7K
JWA
1770
JFS Wealth Advisors
Pennsylvania
$7K
TIM
1771
Tortoise Investment Management
New York
$7K
RDWM
1772
Red Door Wealth Management
Tennessee
$7K +$8.65K +93 New
LFASL
1773
Lugano Financial Advisors SA (LFA)
Switzerland
$6K -$24.2K -260 -80%
PCA
1774
Providence Capital Advisors
North Carolina
$6K +$7.16K +77 New
NCM
1775
New Capital Management
Texas
$5K

NKE Hedge Fund Activity: Q1 2020 in Review

1,804 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q1 2020, worth a combined $84.3B — down 18% from $103B a quarter earlier.

Sellers outnumbered buyers: 198 funds closed out of NKE and 144 opened new positions — a net loss of 54 holders — while 754 trimmed existing stakes and 726 added.

The largest buyer was Fisher Asset Management, adding an estimated $545M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.59B.

  • 1,804 institutional investors held Nike (NKE) as of Q1 2020, down from 1,881 in Q4 2019.
  • Funds reported $84.3B of Nike stock for Q1 2020, down 18% quarter-over-quarter.
  • 144 funds opened new Nike positions in Q1 2020 and 198 closed out, a net change of -54 holders.
  • The largest Nike buyer in Q1 2020 was Fisher Asset Management, an estimated $545M added.
  • The largest Nike seller in Q1 2020 was T. Rowe Price Associates, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2020.