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144 hedge funds and large institutions have $1.21B invested in Nelnet in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $733K | Put options by funds: $116K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more capital invested

Capital invested by funds: $1.15B → $1.21B (+$56.7M)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.16% less ownership

Funds ownership: 50.15%46.99% (-3.2%)

5% less funds holding

Funds holding: 151144 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
15
Increased
49
Reduced
51
Closed
21
Calls
$733K
Puts
$116K
Net Calls
+$617K
Net Calls Change
-$602K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.12M -$1.87M -19,690 -32%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$3.66M -$3.94M -41,469 -52%
DA
28
Denali Advisors
California
$3.54M
DIA
29
Dean Investment Associates
Ohio
$3.51M -$166K -1,747 -5%
Prudential Financial
30
Prudential Financial
New Jersey
$3.3M -$1.11M -11,636 -25%
Invesco
31
Invesco
Georgia
$3.23M +$292K +3,074 +10%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.12M +$24.7K +260 +0.8%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.11M +$1.2M +12,610 +64%
First Trust Advisors
34
First Trust Advisors
Illinois
$3.11M -$293K -3,086 -9%
Swiss National Bank
35
Swiss National Bank
Switzerland
$3.08M +$47.5K +500 +2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.67M +$1.14M +11,953 +76%
GWMI
37
Guardian Wealth Management (Illinois)
Illinois
$2.56M +$110K +1,161 +5%
BP
38
Bandera Partners
New York
$2.3M +$2.26M +23,841 New
JIR
39
James Investment Research
Ohio
$2.26M
UBS AM
40
UBS AM
Illinois
$2.24M
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.95M +$154K +1,624 +9%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$1.93M -$153K -1,609 -7%
Amundi
43
Amundi
France
$1.93M -$734K -7,725 -28%
CS
44
Credit Suisse
Switzerland
$1.81M +$565K +5,943 +46%
UBS Group
45
UBS Group
Switzerland
$1.71M +$925K +9,736 +122%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.71M -$44.3K -466 -3%
DADC
47
D.A. Davidson & Co
Montana
$1.64M -$15K -158 -0.9%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.58M -$1.71K -18 -0.1%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.58M -$69.8M -734,640 -98%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$1.5M -$1.38M -14,534 -48%

NNI Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q2 2023, worth a combined $1.21B — up 4.9% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NNI and 15 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 49 added.

The largest buyer was Vanguard Group, adding an estimated $10.2M. The largest seller was Envestnet Asset Management, cutting an estimated $69.8M.

  • 144 institutional investors held Nelnet (NNI) as of Q2 2023, down from 151 in Q1 2023.
  • Funds reported $1.21B of Nelnet stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 15 funds opened new Nelnet positions in Q2 2023 and 21 closed out, a net change of -6 holders.
  • The largest Nelnet buyer in Q2 2023 was Vanguard Group, an estimated $10.2M added.
  • The largest Nelnet seller in Q2 2023 was Envestnet Asset Management, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2023.