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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
CCC
2301
Chelsea Counsel Company
California
$38.2K -$18.9K -176 -33%
PA
2302
Pineridge Advisors
Missouri
$38.1K +$37.7K +351 New
BCM
2303
Bourgeon Capital Management
Connecticut
$38K
MS
2304
Mizuho Securities
Japan
$36.9K +$18.3K +170 +100%
PK
2305
Pflug Koory
Nebraska
$36.2K
QL
2306
Quarry LP
New York
$36.2K +$10.2K +95 +40%
GIM
2307
Gold Investment Management
Alberta, Canada
$35.8K +$35.5K +330 New
CSWM
2308
Cassady Schiller Wealth Management
Ohio
$35.7K +$47.6K +443 +153%
FCT
2309
First Community Trust
Iowa
$35.5K
EC
2310
EntryPoint Capital
New York
$35.3K +$34.9K +325 New
VF
2311
VitalStone Financial
Texas
$35K +$3.87K +36 +13%
GEA
2312
Glen Eagle Advisors
New Jersey
$34.6K -$5.7K -53 -14%
EL
2313
EMFO LLC
Florida
$34.6K -$107 -1 -0.3%
FSWA
2314
Financial Synergies Wealth Advisors
Texas
$34.2K -$215 -2 -0.7%
FRA
2315
Frank Rimerman Advisors
California
$32.8K +$32.5K +302 New
CWAF
2316
Core Wealth Advisors (Florida)
Florida
$32.6K +$25.9K +241 +408%
TWD
2317
True Wealth Design
Ohio
$31.6K +$16.1K +150 +106%
PGAM
2318
Princeton Global Asset Management
New Jersey
$29.7K +$2.58K +24 +10%
MWM
2319
Mascoma Wealth Management
New Hampshire
$29.5K -$5.26K -49 -15%
PS
2320
Planned Solutions
California
$29.4K +$29.1K +271 New
AWM
2321
Atticus Wealth Management
Florida
$28.3K
DWM
2322
Dogwood Wealth Management
Kansas
$27.9K +$27.5K +256 New
IHWM
2323
Iron Horse Wealth Management
Iowa
$27.8K +$15K +140 +121%
MSFP
2324
Mark Sheptoff Financial Planning
Connecticut
$27.6K
BCMLT
2325
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.3K

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.