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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
WCFA
2051
Walkner Condon Financial Advisors
Wisconsin
$241K +$239K +2,220 New
AIA
2052
Alera Investment Advisors
Illinois
$241K -$31.6K -294 -12%
CC
2053
Callan Capital
California
$240K +$238K +2,213 New
PWM
2054
Paulson Wealth Management
Illinois
$240K
HCM
2055
Hollencrest Capital Management
California
$239K -$19K -177 -7%
HC
2056
Hourglass Capital
Texas
$239K
MWPCG
2057
Measured Wealth Private Client Group
New Hampshire
$238K
1WA
2058
180 Wealth Advisors
Washington
$238K
EWM
2059
Endowment Wealth Management
Wisconsin
$237K -$14K -130 -6%
POIA
2060
Pin Oak Investment Advisors
Texas
$237K
GGI
2061
Godsey & Gibb Inc
Virginia
$237K +$53.7K +500 +30%
JWBC
2062
J.W. Burns & Co
New York
$236K
VW
2063
Vantage Wealth
California
$236K +$234K +2,175 New
SFA
2064
Seneca Financial Advisors
New York
$236K
AIMA
2065
Ables Iannone Moore & Associates
Georgia
$236K +$233K +2,170 New
HWA
2066
HHM Wealth Advisors
Tennessee
$235K -$4.62K -43 -2%
PSF
2067
Pacific Sun Financial
California
$235K +$5.37K +50 +2%
BFO
2068
Biltmore Family Office
North Carolina
$235K +$3.55K +33 +2%
RWA
2069
Redhawk Wealth Advisors
Minnesota
$234K +$2.47K +23 +1%
CCS
2070
Concentric Capital Strategies
Connecticut
$234K -$958K -8,912 -81%
BIP
2071
Blueprint Investment Partners
North Carolina
$234K +$232K +2,156 New
HCP
2072
Hexagon Capital Partners
Arkansas
$234K +$12.1K +113 +6%
BCA
2073
Bray Capital Advisors
Florida
$233K
SFC
2074
Strategic Financial Concepts
Texas
$233K +$230K +2,144 New
FWM
2075
Forza Wealth Management
Florida
$233K

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.