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133 hedge funds and large institutions have $987M invested in Nelnet in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

36% more call options, than puts

Call options by funds: $483K | Put options by funds: $356K

20% more capital invested

Capital invested by funds: $822M → $987M (+$165M)

3% more funds holding

Funds holding: 129133 (+4)

0.72% more ownership

Funds ownership: 50.29%51.01% (+0.72%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
42
Reduced
43
Closed
12
Calls
$483K
Puts
$356K
Net Calls
+$127K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Denali Advisors
California
$3.42M +$1.08K +16 +0%
WSL
27
Western Standard LLC
California
$3.1M -$669K -9,899 -19%
AAMU
28
Amundi Asset Management US
Massachusetts
$3.1M +$236K +3,489 +9%
Wells Fargo
29
Wells Fargo
California
$3.1M -$366K -5,410 -11%
Swiss National Bank
30
Swiss National Bank
Switzerland
$3.06M -$94.6K -1,400 -3%
HighTower Advisors
31
HighTower Advisors
Illinois
$3.02M +$498K +7,368 +21%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$2.79M +$960K +14,200 +57%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$2.73M -$77.4K -1,145 -3%
Invesco
34
Invesco
Georgia
$2.73M -$173K -2,565 -6%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.7M +$190K +2,806 +8%
Citadel Advisors
36
Citadel Advisors
Florida
$2.52M +$1M +14,839 +72%
PPA
37
Parametric Portfolio Associates
Washington
$2.48M +$518K +7,659 +28%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$2.4M
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$2.4M +$1.93M +28,582 +567%
Renaissance Technologies
40
Renaissance Technologies
New York
$2.37M +$2.25M +33,271 New
First Trust Advisors
41
First Trust Advisors
Illinois
$2.33M -$362K -5,356 -14%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.86M
Goldman Sachs
43
Goldman Sachs
New York
$1.84M -$131K -1,934 -7%
American Century Companies
44
American Century Companies
Missouri
$1.77M +$348K +5,150 +26%
Ameriprise
45
Ameriprise
Minnesota
$1.75M -$96.1K -1,422 -5%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.74M +$507K +7,501 +44%
UBS AM
47
UBS AM
Illinois
$1.73M +$266K +3,929 +19%
LS
48
Livforsakringsbolaget Skandia
Sweden
$1.57M
Marshall Wace
49
Marshall Wace
United Kingdom
$1.42M +$747K +11,044 +125%
CS
50
Credit Suisse
Switzerland
$1.39M +$451K +6,677 +52%

NNI Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2020, worth a combined $987M — up 20% from $822M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NNI positions and 12 closed out — a net gain of 5 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Jefferies Group, adding an estimated $11.4M. The largest seller was Empyrean Capital Partners, cutting an estimated $5.65M.

  • 133 institutional investors held Nelnet (NNI) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $987M of Nelnet stock for Q4 2020, up 20% quarter-over-quarter.
  • 17 funds opened new Nelnet positions in Q4 2020 and 12 closed out, a net change of +5 holders.
  • The largest Nelnet buyer in Q4 2020 was Jefferies Group, an estimated $11.4M added.
  • The largest Nelnet seller in Q4 2020 was Empyrean Capital Partners, an estimated $5.65M sold.

Based on aggregated 13F filings for Q4 2020.