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1,297 hedge funds and large institutions have $58.2B invested in Nike in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 503 increasing their positions, 546 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.74% less ownership

Funds ownership: 79.95%79.21% (-0.74%)

8% less repeat investments, than reductions

Existing positions increased: 503 | Existing positions reduced: 546

2% less funds holding

Funds holding: 1,3271,297 (-30)

10% less capital invested

Capital invested by funds: $64.8B → $58.2B (-$6.53B)

12% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 123

21% less funds holding in top 10

Funds holding in top 10: 8466 (-18)

23% less call options, than puts

Call options by funds: $1.23B | Put options by funds: $1.59B

Holders
1,297
Holders Change
-30
Holders Change %
-2.26%
% of All Funds
34.6%
Holding in Top 10
66
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.43%
% of All Funds
1.76%
New
108
Increased
503
Reduced
546
Closed
123
Calls
$1.23B
Puts
$1.59B
Net Calls
-$360M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.92B +$20.9M +366,833 +0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.04B -$386M -6,771,042 -8%
State Street
3
State Street
Massachusetts
$3.07B -$99.5M -1,745,806 -3%
BIT
4
BlackRock Institutional Trust
California
$1.98B -$52.6M -924,026 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.91B +$409M +7,186,848 +26%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.6B -$82.3M -1,444,205 -5%
JHIU
7
Janus Henderson Investors US
Colorado
$1.41B +$182M +3,203,177 +14%
Jennison Associates
8
Jennison Associates
New York
$1.33B -$454M -7,961,516 -25%
Northern Trust
9
Northern Trust
Illinois
$1.16B -$31.1M -545,191 -3%
Morgan Stanley
10
Morgan Stanley
New York
$1.14B +$203M +3,571,669 +21%
LPU
11
Lansdowne Partners (UK)
United Kingdom
$1.02B +$117M +2,047,735 +12%
LPC
12
Lone Pine Capital
Connecticut
$1.01B +$359M +6,309,324 +53%
BFA
13
BlackRock Fund Advisors
California
$945M -$34.9M -613,388 -3%
Capital Research Global Investors
14
Capital Research Global Investors
California
$899M +$557K +9,776 +0.1%
AllianceBernstein
15
AllianceBernstein
Tennessee
$733M +$73.3M +1,286,718 +11%
Wells Fargo
16
Wells Fargo
California
$728M -$134M -2,346,398 -15%
Ameriprise
17
Ameriprise
Minnesota
$725M +$35.3M +619,253 +5%
Franklin Resources
18
Franklin Resources
California
$710M -$79.8M -1,401,056 -10%
Bank of America
19
Bank of America
North Carolina
$686M -$284M -4,993,710 -29%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$662M +$165M +2,894,014 +32%
Winslow Capital Management
21
Winslow Capital Management
Minnesota
$648M +$42.9M +752,864 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$635M -$4.14M -72,689 -0.6%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$612M -$872M -15,299,404 -58%
Edgewood Management
24
Edgewood Management
Connecticut
$606M +$130M +2,279,790 +26%
Goldman Sachs
25
Goldman Sachs
New York
$562M -$14.6M -255,984 -2%

NKE Hedge Fund Activity: Q2 2016 in Review

1,297 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q2 2016, worth a combined $58.2B — down 10% from $64.8B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of NKE and 108 opened new positions — a net loss of 15 holders — while 546 trimmed existing stakes and 503 added.

The largest buyer was Wellington Management Group, adding an estimated $409M. The largest seller was Royal London Asset Management, cutting an estimated $924M.

  • 1,297 institutional investors held Nike (NKE) as of Q2 2016, down from 1,327 in Q1 2016.
  • Funds reported $58.2B of Nike stock for Q2 2016, down 10% quarter-over-quarter.
  • 108 funds opened new Nike positions in Q2 2016 and 123 closed out, a net change of -15 holders.
  • The largest Nike buyer in Q2 2016 was Wellington Management Group, an estimated $409M added.
  • The largest Nike seller in Q2 2016 was Royal London Asset Management, an estimated $924M sold.

Based on aggregated 13F filings for Q2 2016.