Nike
1,100 hedge funds and large institutions have $54.6B invested in Nike in 2014 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 380 increasing their positions, 430 reducing their positions, and 40 closing their positions.
260% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 40
9% more funds holding
Funds holding: 1,011 → 1,100 (+89)
8% more capital invested
Capital invested by funds: $50.8B → $54.6B (+$3.81B)
1.25% more ownership
Funds ownership: 164.68% → 165.93% (+1.3%)
5% less funds holding in top 10
Funds holding in top 10: 61 → 58 (-3)
12% less repeat investments, than reductions
Existing positions increased: 380 | Existing positions reduced: 430
40% less call options, than puts
Call options by funds: $346M | Put options by funds: $573M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$499M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$332M |
| 3 |
State Street
Boston,
Massachusetts
|
+$201M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$124M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$473M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$406M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
-$238M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$146M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$111M |
NKE Hedge Fund Activity: Q4 2014 in Review
1,100 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q4 2014, worth a combined $54.6B — up 7.5% from $50.8B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new NKE positions and 40 closed out — a net gain of 104 holders — while 380 added to existing stakes and 430 trimmed.
The largest buyer was Ameriprise, adding an estimated $499M. The largest seller was Capital Research Global Investors, cutting an estimated $473M.
- 1,100 institutional investors held Nike (NKE) as of Q4 2014, up from 1,011 in Q3 2014.
- Funds reported $54.6B of Nike stock for Q4 2014, up 7.5% quarter-over-quarter.
- 144 funds opened new Nike positions in Q4 2014 and 40 closed out, a net change of +104 holders.
- The largest Nike buyer in Q4 2014 was Ameriprise, an estimated $499M added.
- The largest Nike seller in Q4 2014 was Capital Research Global Investors, an estimated $473M sold.
Based on aggregated 13F filings for Q4 2014.