We are live on ! Find out more

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
LS
76
Livforsakringsbolaget Skandia
Sweden
$557K -$1.77M -18,600 -76%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$548K +$142K +1,497 +36%
EP
78
Edgestream Partners
New Jersey
$547K +$538K +5,669 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$511K -$459K -4,833 -48%
Canada Life
80
Canada Life
Manitoba, Canada
$498K +$65.5K +690 +16%
SEI Investments
81
SEI Investments
Pennsylvania
$465K -$878K -9,245 -66%
JF
82
Jump Financial
Illinois
$441K +$434K +4,567 New
Allianz Asset Management
83
Allianz Asset Management
Germany
$433K -$100K -1,056 -19%
OQS
84
Occudo Quantitative Strategies
Florida
$418K +$412K +4,333 New
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$399K +$393K +4,140 New
ASRS
86
Arizona State Retirement System
Arizona
$397K -$9.5K -100 -2%
SFI
87
Susquehanna Fundamental Investments
Pennsylvania
$329K -$399K -4,200 -55%
BC
88
Burney Company
Virginia
$317K -$475 -5 -0.2%
II
89
Inspire Investing
Idaho
$314K +$26.2K +276 +9%
CCM
90
Corsair Capital Management
New York
$289K
SAM
91
Shell Asset Management
Netherlands
$275K -$261K -2,748 -49%
Principal Financial Group
92
Principal Financial Group
Iowa
$270K +$266K +2,797 New
Squarepoint
93
Squarepoint
New York
$254K -$557K -5,860 -69%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$248K +$102K +1,077 +72%
Handelsbanken Fonder
95
Handelsbanken Fonder
Sweden
$227K
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$221K +$35.7K +376 +20%
Creative Planning
97
Creative Planning
Kansas
$221K +$3.33K +35 +2%
BSW
98
Buckingham Strategic Wealth
Missouri
$216K
Millennium Management
99
Millennium Management
New York
$206K +$203K +2,137 New
SNBOSCI
100
Security National Bank of Sioux City Iowa
Iowa
$203K +$199K +2,100 New

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.