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1,340 hedge funds and large institutions have $59.6B invested in Nike in 2017 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 546 increasing their positions, 526 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 81

23% more funds holding in top 10

Funds holding in top 10: 4859 (+11)

13% more capital invested

Capital invested by funds: $52.7B → $59.6B (+$6.89B)

3.13% more ownership

Funds ownership: 77.54%80.67% (+3.1%)

2% more funds holding

Funds holding: 1,3181,340 (+22)

4% more repeat investments, than reductions

Existing positions increased: 546 | Existing positions reduced: 526

36% less call options, than puts

Call options by funds: $883M | Put options by funds: $1.37B

Holders
1,340
Holders Change
+22
Holders Change %
+1.67%
% of All Funds
33.36%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.47%
New
118
Increased
546
Reduced
526
Closed
81
Calls
$883M
Puts
$1.37B
Net Calls
-$489M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.41B +$217M +3,925,394 +4%
BlackRock
2
BlackRock
New York
$4.51B +$4.3B +77,826,052 +2,577%
State Street
3
State Street
Massachusetts
$3.32B +$46.1M +835,003 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.78B +$131M +2,375,447 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.26B -$674M -12,207,052 -23%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.62B +$8M +144,846 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$1.42B +$82.4M +1,490,943 +6%
Jennison Associates
8
Jennison Associates
New York
$1.4B +$773M +13,993,743 +125%
Capital Research Global Investors
9
Capital Research Global Investors
California
$1.22B +$188K +3,400 +0%
Northern Trust
10
Northern Trust
Illinois
$1.12B +$4.67M +84,545 +0.4%
JHIU
11
Janus Henderson Investors US
Colorado
$1.09B -$98.1M -1,774,690 -8%
LPC
12
Lone Pine Capital
Connecticut
$1.07B +$263M +4,762,738 +33%
JP Morgan Chase
13
JP Morgan Chase
New York
$858M +$722M +13,069,464 +562%
Capital World Investors
14
Capital World Investors
California
$765M +$59.6M +1,079,397 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$758M +$51.4M +930,239 +7%
Wells Fargo
16
Wells Fargo
California
$744M -$5.83M -105,593 -0.8%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$707M +$62.5M +1,130,409 +10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$663M -$67.2M -1,216,809 -9%
Edgewood Management
19
Edgewood Management
Connecticut
$662M +$24.4M +441,507 +4%
Franklin Resources
20
Franklin Resources
California
$642M +$3.43M +62,100 +0.5%
Polen Capital Management
21
Polen Capital Management
Florida
$633M +$52M +940,716 +9%
Goldman Sachs
22
Goldman Sachs
New York
$603M -$8.98M -162,530 -1%
Bank of America
23
Bank of America
North Carolina
$598M +$1.35M +24,499 +0.2%
Ameriprise
24
Ameriprise
Minnesota
$585M -$25.7M -465,280 -4%
Winslow Capital Management
25
Winslow Capital Management
Minnesota
$539M -$80.7M -1,460,124 -13%

NKE Hedge Fund Activity: Q1 2017 in Review

1,340 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Nike (NKE) for Q1 2017, worth a combined $59.6B — up 13% from $52.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new NKE positions and 81 closed out — a net gain of 37 holders — while 546 added to existing stakes and 526 trimmed.

The largest buyer was BlackRock, adding an estimated $4.3B. The largest seller was Lansdowne Partners (UK), cutting an estimated $764M.

  • 1,340 institutional investors held Nike (NKE) as of Q1 2017, up from 1,318 in Q4 2016.
  • Funds reported $59.6B of Nike stock for Q1 2017, up 13% quarter-over-quarter.
  • 118 funds opened new Nike positions in Q1 2017 and 81 closed out, a net change of +37 holders.
  • The largest Nike buyer in Q1 2017 was BlackRock, an estimated $4.3B added.
  • The largest Nike seller in Q1 2017 was Lansdowne Partners (UK), an estimated $764M sold.

Based on aggregated 13F filings for Q1 2017.