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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
SCM
1951
Schnieders Capital Management
California
$286K
DMBA
1952
Deseret Mutual Benefit Administrators
Utah
$286K -$47.5K -442 -14%
CCG
1953
Cypress Capital Group
Florida
$285K -$38.6K -359 -12%
LGA
1954
Lebenthal Global Advisors
New York
$285K +$282K +2,622 New
PWP
1955
Precedent Wealth Partners
Texas
$284K +$282K +2,620 New
LA
1956
LVW Advisors
New York
$283K -$18.2K -169 -6%
BIA
1957
Bell Investment Advisors
California
$283K +$12.7K +118 +5%
ARC
1958
Advisor Resource Council
Texas
$283K +$280K +2,606 New
CBFP
1959
Cedar Brook Financial Partners
Ohio
$283K -$645 -6 -0.2%
ZIC
1960
ZWJ Investment Counsel
Georgia
$282K +$10.7K +100 +4%
ST
1961
Sentinel Trust
Texas
$282K -$33.5K -312 -11%
VFA
1962
Voya Financial Advisors
Connecticut
$282K +$278K +2,591 New
PAG
1963
Paladin Advisory Group
Iowa
$281K -$4.19K -39 -1%
OHWA
1964
Oak Hill Wealth Advisors
Virginia
$281K +$107 +1 +0%
TI
1965
Truepoint Inc
Ohio
$281K +$278K +2,584 New
CFS
1966
Commonwealth Financial Services
West Virginia
$280K +$12.6K +117 +5%
EFG
1967
Everhart Financial Group
Ohio
$280K +$50.6K +471 +22%
TWP
1968
Tempus Wealth Planning
California
$280K +$36.6K +341 +15%
RG
1969
Retirement Group
California
$279K +$269K +2,501 +3,426%
SFG
1970
SNS Financial Group
Minnesota
$279K +$14K +130 +5%
AA
1971
Addison Advisors
Vermont
$278K +$36.6K +341 +15%
HP
1972
HT Partners
Connecticut
$278K
MA
1973
MBA Advisors
Pennsylvania
$278K
CAAS
1974
Capital Asset Advisory Services
Michigan
$277K -$8.81K -82 -3%
JFA
1975
JNBA Financial Advisors
Minnesota
$277K

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.