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157 hedge funds and large institutions have $1.1B invested in Nelnet in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,527% more call options, than puts

Call options by funds: $423K | Put options by funds: $26K

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 146157 (+11)

0.06% more ownership

Funds ownership: 46.64%46.7% (+0.06%)

1% less capital invested

Capital invested by funds: $1.11B → $1.1B (-$11.3M)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

Holders
157
Holders Change
+11
Holders Change %
+7.53%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
51
Reduced
58
Closed
14
Calls
$423K
Puts
$26K
Net Calls
+$397K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$5.59M +$47.3K +547 +0.9%
AllianceBernstein
27
AllianceBernstein
Tennessee
$5.16M -$5.19K -60 -0.1%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$4.44M -$431K -4,985 -9%
DA
29
Denali Advisors
California
$4.28M +$744K +8,600 +22%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$4.12M +$2.34M +26,984 +137%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$3.78M +$1.97M +22,817 +114%
N
32
Nuveen
North Carolina
$3.23M -$1.4M -16,141 -31%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.81M -$143K -1,652 -5%
DIA
34
Dean Investment Associates
Ohio
$2.78M -$7.36K -85 -0.3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$2.78M -$60.6K -700 -2%
CS
36
Credit Suisse
Switzerland
$2.7M +$1.09M +12,582 +70%
Invesco
37
Invesco
Georgia
$2.65M +$6.92K +80 +0.3%
Barclays
38
Barclays
United Kingdom
$2.63M +$1.41M +16,257 +120%
GWMI
39
Guardian Wealth Management (Illinois)
Illinois
$2.41M +$67.6K +781 +3%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$2.18M +$321K +3,708 +18%
Ameriprise
41
Ameriprise
Minnesota
$2.15M -$2.33M -26,890 -52%
UBS AM
42
UBS AM
Illinois
$2.1M +$36.8K +425 +2%
JIR
43
James Investment Research
Ohio
$2.06M
Two Sigma Investments
44
Two Sigma Investments
New York
$2.01M +$1.97M +22,809 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.75M +$409K +4,728 +31%
Squarepoint
46
Squarepoint
New York
$1.75M +$833K +9,620 +94%
UBS Group
47
UBS Group
Switzerland
$1.67M +$710K +8,207 +76%
Amundi
48
Amundi
France
$1.65M
Bank of America
49
Bank of America
North Carolina
$1.62M +$35.2K +407 +2%
Skandinaviska Enskilda Banken (SEB)
50
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.55M -$553K -6,386 -27%

NNI Hedge Fund Activity: Q4 2023 in Review

157 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2023, worth a combined $1.1B — down 1% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NNI positions and 14 closed out — a net gain of 13 holders — while 51 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Snyder Capital Management, cutting an estimated $18.3M.

  • 157 institutional investors held Nelnet (NNI) as of Q4 2023, up from 146 in Q3 2023.
  • Funds reported $1.1B of Nelnet stock for Q4 2023, down 1% quarter-over-quarter.
  • 27 funds opened new Nelnet positions in Q4 2023 and 14 closed out, a net change of +13 holders.
  • The largest Nelnet buyer in Q4 2023 was Morgan Stanley, an estimated $10.7M added.
  • The largest Nelnet seller in Q4 2023 was Snyder Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q4 2023.