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974 hedge funds and large institutions have $42.8B invested in Nike in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 352 increasing their positions, 424 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 68

0% less funds holding

Funds holding: 977974 (-3)

1.07% less ownership

Funds ownership: 165.18%164.1% (-1.1%)

7% less capital invested

Capital invested by funds: $46.1B → $42.8B (-$3.32B)

17% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 424

19% less funds holding in top 10

Funds holding in top 10: 3629 (-7)

28% less call options, than puts

Call options by funds: $307M | Put options by funds: $428M

Holders
974
Holders Change
-3
Holders Change %
-0.31%
% of All Funds
28.13%
Holding in Top 10
29
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-19.44%
% of All Funds
0.84%
New
75
Increased
352
Reduced
424
Closed
68
Calls
$307M
Puts
$428M
Net Calls
-$121M
Net Calls Change
+$70.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.03B -$10.9M -287,652 -0.3%
State Street
2
State Street
Massachusetts
$2.38B -$177M -4,673,006 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.36B -$118M -3,134,708 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.65B -$61M -1,613,972 -3%
Capital World Investors
5
Capital World Investors
California
$1.64B -$43.8M -1,160,000 -3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.59B -$366M -9,692,172 -18%
BIT
7
BlackRock Institutional Trust
California
$1.51B +$32.1M +848,198 +2%
Jennison Associates
8
Jennison Associates
New York
$1.34B +$147M +3,889,952 +12%
Sands Capital Management
9
Sands Capital Management
Virginia
$1.18B +$23.6M +624,482 +2%
LPLP
10
Lansdowne Partners Limited Partnership
United Kingdom
$979M +$71.9M +1,901,396 +8%
Northern Trust
11
Northern Trust
Illinois
$974M +$50.9M +1,346,214 +5%
JHIU
12
Janus Henderson Investors US
Colorado
$887M +$37.3M +986,836 +4%
Goldman Sachs
13
Goldman Sachs
New York
$713M -$73.5M -1,943,720 -9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$694M -$66M -1,746,586 -9%
Franklin Resources
15
Franklin Resources
California
$623M -$28.5M -754,064 -4%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$541M -$28.3M -749,634 -5%
BFA
17
BlackRock Fund Advisors
California
$540M +$8.77M +232,000 +2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$518M +$21M +556,152 +4%
Morgan Stanley
19
Morgan Stanley
New York
$491M +$20.8M +550,772 +4%
Winslow Capital Management
20
Winslow Capital Management
Minnesota
$471M -$20.1M -532,064 -4%
UBS AM
21
UBS AM
Illinois
$467M +$47.4M +1,253,428 +11%
Macquarie Group
22
Macquarie Group
Australia
$436M +$689K +18,236 +0.2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$406M -$979K -25,894 -0.2%
Bank of America
24
Bank of America
North Carolina
$406M -$54.5M -1,441,684 -12%
Wells Fargo
25
Wells Fargo
California
$393M +$125M +3,317,414 +45%

NKE Hedge Fund Activity: Q1 2014 in Review

974 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q1 2014, worth a combined $42.8B — down 7.2% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new NKE positions and 68 closed out — a net gain of 7 holders — while 352 added to existing stakes and 424 trimmed.

The largest buyer was SAC Capital Advisors, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $366M.

  • 974 institutional investors held Nike (NKE) as of Q1 2014, down from 977 in Q4 2013.
  • Funds reported $42.8B of Nike stock for Q1 2014, down 7.2% quarter-over-quarter.
  • 75 funds opened new Nike positions in Q1 2014 and 68 closed out, a net change of +7 holders.
  • The largest Nike buyer in Q1 2014 was SAC Capital Advisors, an estimated $162M added.
  • The largest Nike seller in Q1 2014 was Capital Research Global Investors, an estimated $366M sold.

Based on aggregated 13F filings for Q1 2014.