Nike
1,329 hedge funds and large institutions have $65.6B invested in Nike in 2016 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 551 increasing their positions, 521 reducing their positions, and 69 closing their positions.
59% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 69
2% more funds holding
Funds holding: 1,305 → 1,329 (+24)
6% more repeat investments, than reductions
Existing positions increased: 551 | Existing positions reduced: 521
4% less capital invested
Capital invested by funds: $68B → $65.6B (-$2.44B)
1.44% less ownership
Funds ownership: 80.22% → 78.78% (-1.4%)
21% less call options, than puts
Call options by funds: $863M | Put options by funds: $1.09B
29% less funds holding in top 10
Funds holding in top 10: 118 → 84 (-34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$793M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$271M |
| 3 |
Morgan Stanley
New York
|
+$182M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$174M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$437M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$329M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$324M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$194M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$187M |
NKE Hedge Fund Activity: Q1 2016 in Review
1,329 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q1 2016, worth a combined $65.6B — down 3.6% from $68B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new NKE positions and 69 closed out — a net gain of 41 holders — while 551 added to existing stakes and 521 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $793M. The largest seller was Capital World Investors, cutting an estimated $437M.
- 1,329 institutional investors held Nike (NKE) as of Q1 2016, up from 1,305 in Q4 2015.
- Funds reported $65.6B of Nike stock for Q1 2016, down 3.6% quarter-over-quarter.
- 110 funds opened new Nike positions in Q1 2016 and 69 closed out, a net change of +41 holders.
- The largest Nike buyer in Q1 2016 was Wellington Management Group, an estimated $793M added.
- The largest Nike seller in Q1 2016 was Capital World Investors, an estimated $437M sold.
Based on aggregated 13F filings for Q1 2016.