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2,437 hedge funds and large institutions have $110B invested in Nike in 2023 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 918 increasing their positions, 909 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 131

16% more capital invested

Capital invested by funds: $94.6B → $110B (+$14.9B)

7% more funds holding

Funds holding: 2,2792,437 (+158)

1.99% more ownership

Funds ownership: 80.44%82.43% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 918 | Existing positions reduced: 909

8% less funds holding in top 10

Funds holding in top 10: 4844 (-4)

22% less call options, than puts

Call options by funds: $2.89B | Put options by funds: $3.71B

Holders
2,437
Holders Change
+158
Holders Change %
+6.93%
% of All Funds
35.52%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.64%
New
328
Increased
918
Reduced
909
Closed
131
Calls
$2.89B
Puts
$3.71B
Net Calls
-$820M
Net Calls Change
-$471M
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1901
IPG Investment Advisors
California
$322K -$19.8K -184 -6%
GIP
1902
Greatmark Investment Partners
Georgia
$322K +$1.4K +13 +0.4%
DIM
1903
Delta Investment Management
California
$321K +$1.4K +13 +0.4%
PCIG
1904
Partners Capital Investment Group
Massachusetts
$321K +$318K +2,956 New
MSR
1905
Main Street Research
Connecticut
$320K -$20.1K -187 -6%
PPW
1906
Pasadena Private Wealth
California
$320K -$1.07K -10 -0.3%
RB
1907
Rodgers Brothers
Pennsylvania
$319K +$967 +9 +0.3%
FC
1908
Fulcrum Capital
Washington
$319K
CVM
1909
Cheviot Value Management
California
$318K
HB
1910
HTLF Bank
Colorado
$318K +$315K +2,927 New
CWA
1911
CM Wealth Advisors
Ohio
$316K
USB
1912
Union Savings Bank
Connecticut
$316K -$25.4K -236 -7%
GWSG
1913
GPS Wealth Strategies Group
Colorado
$316K +$107 +1 +0%
SGWM
1914
Sterling Group Wealth Management
California
$316K
FFG
1915
Frisch Financial Group
New York
$313K -$5.59K -52 -2%
LPT
1916
Legacy Private Trust
Wisconsin
$312K +$9.46K +88 +3%
FFA
1917
Fragasso Financial Advisors
Pennsylvania
$312K +$27.8K +259 +10%
IWP
1918
Invenio Wealth Partners
Florida
$311K -$13.2K -123 -4%
LW
1919
Linscomb Wealth
Texas
$308K -$7.09K -66 -2%
ES
1920
Eagle Strategies
New York
$307K +$430 +4 +0.1%
RIM
1921
Redwood Investment Management
Arizona
$306K +$200K +1,859 New
V
1922
ViaWealth
Kansas
$306K -$155K -1,442 -34%
WFI
1923
West Family Investments
California
$306K +$12.7K +118 +4%
BCM
1924
Boltwood Capital Management
California
$304K +$19.9K +185 +7%
WAG
1925
Winthrop Advisory Group
Massachusetts
$304K +$301K +2,797 New

NKE Hedge Fund Activity: Q4 2023 in Review

2,437 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q4 2023, worth a combined $110B — up 16% from $94.6B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new NKE positions and 131 closed out — a net gain of 197 holders — while 918 added to existing stakes and 909 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56B. The largest seller was Edgewood Management, cutting an estimated $1.12B.

  • 2,437 institutional investors held Nike (NKE) as of Q4 2023, up from 2,279 in Q3 2023.
  • Funds reported $110B of Nike stock for Q4 2023, up 16% quarter-over-quarter.
  • 328 funds opened new Nike positions in Q4 2023 and 131 closed out, a net change of +197 holders.
  • The largest Nike buyer in Q4 2023 was Morgan Stanley, an estimated $2.56B added.
  • The largest Nike seller in Q4 2023 was Edgewood Management, an estimated $1.12B sold.

Based on aggregated 13F filings for Q4 2023.