We are live on ! Find out more

117 hedge funds and large institutions have $670M invested in Nelnet in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more call options, than puts

Call options by funds: $990K | Put options by funds: $899K

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

2.3% less ownership

Funds ownership: 54.12%51.82% (-2.3%)

8% less funds holding

Funds holding: 127117 (-10)

25% less capital invested

Capital invested by funds: $896M → $670M (-$226M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
117
Holders Change
-10
Holders Change %
-7.87%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
15
Increased
41
Reduced
41
Closed
22
Calls
$990K
Puts
$899K
Net Calls
+$91K
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$2.91M +$575K +10,680 +20%
LSV Asset Management
27
LSV Asset Management
Illinois
$2.41M -$6.81M -126,382 -70%
Invesco
28
Invesco
Georgia
$2.29M -$255K -4,736 -9%
JIR
29
James Investment Research
Ohio
$2.27M -$45.8K -850 -2%
PPA
30
Parametric Portfolio Associates
Washington
$2.26M -$442K -8,204 -14%
Victory Capital Management
31
Victory Capital Management
Texas
$2.19M +$1.05M +19,499 +68%
HighTower Advisors
32
HighTower Advisors
Illinois
$2M +$416K +7,716 +21%
Ameriprise
33
Ameriprise
Minnesota
$1.97M -$148K -2,757 -6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.87M +$115K +2,141 +5%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.85M -$733K -13,615 -25%
Wells Fargo
36
Wells Fargo
California
$1.85M +$311K +5,780 +17%
TCM
37
Tegean Capital Management
New York
$1.82M -$3.23M -60,000 -60%
Millennium Management
38
Millennium Management
New York
$1.81M +$850K +15,777 +65%
Citadel Advisors
39
Citadel Advisors
Florida
$1.81M -$1.44M -26,698 -40%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.75M +$26.9K +500 +1%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.64M +$43.1K +800 +2%
NCM
42
Nantahala Capital Management
Connecticut
$1.58M +$1.88M +34,900 New
DA
43
Denali Advisors
California
$1.56M +$151K +2,800 +9%
UBS AM
44
UBS AM
Illinois
$1.39M +$259K +4,803 +19%
BIM
45
Bogle Investment Management
Massachusetts
$1.33M +$1.57M +29,223 New
LCH
46
Lee Capital Holdings
New York
$1.31M +$1.55M +28,802 New
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$16.4K -305 -1%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.16M -$972K -18,054 -41%
Bank of America
49
Bank of America
North Carolina
$1.11M +$509K +9,456 +63%
LS
50
Livforsakringsbolaget Skandia
Sweden
$1M

NNI Hedge Fund Activity: Q1 2020 in Review

117 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q1 2020, worth a combined $670M — down 25% from $896M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NNI and 15 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 41 added.

The largest buyer was Sycale Advisors, adding an estimated $10.4M. The largest seller was Boston Partners, cutting an estimated $8.69M.

  • 117 institutional investors held Nelnet (NNI) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $670M of Nelnet stock for Q1 2020, down 25% quarter-over-quarter.
  • 15 funds opened new Nelnet positions in Q1 2020 and 22 closed out, a net change of -7 holders.
  • The largest Nelnet buyer in Q1 2020 was Sycale Advisors, an estimated $10.4M added.
  • The largest Nelnet seller in Q1 2020 was Boston Partners, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2020.