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128 hedge funds and large institutions have $924M invested in Nelnet in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $372K

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 117128 (+11)

9% more capital invested

Capital invested by funds: $850M → $924M (+$73.9M)

1.43% more ownership

Funds ownership: 56.02%57.45% (+1.4%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
40
Reduced
48
Closed
7
Calls
$2.3M
Puts
$372K
Net Calls
+$1.93M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$95K
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$93K -$105K -1,948 -54%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$74K
PFBT
104
Parkside Financial Bank & Trust
Missouri
$63K -$757 -14 -1%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$63K +$21.6K +400 +54%
II
106
Inspire Investing
Idaho
$58K +$56.8K +1,051 New
DVM
107
Dreman Value Management
Florida
$41K -$331K -6,124 -89%
Citigroup
108
Citigroup
New York
$41K -$255K -4,722 -86%
GXMC
109
Global X Management Company
New York
$41K +$8.65K +160 +27%
TDC
110
Thompson Davis & Co
Virginia
$29K +$54 +1 +0.2%
GWM
111
Geneos Wealth Management
Colorado
$16K
TRCT
112
Tower Research Capital (TRC)
New York
$14K -$110K -2,033 -89%
MA
113
MUFG Americas
New York
$12K -$9.19K -170 -45%
US Bancorp
114
US Bancorp
Minnesota
$11K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.8K +200 New
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$10K
AssetMark Inc
117
AssetMark Inc
California
$10K +$1.73K +32 +20%
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$10K +$9.84K +182 New
CG
119
Cutler Group
California
$7K -$90.5K -1,673 -92%
PA
120
Parallel Advisors
California
$7K
OAJ
121
Ogorek Anthony Joseph
New York
$7K +$7.46K +138 New
DA
122
Denali Advisors
California
$4K
MAM
123
Meeder Asset Management
Ohio
$2K +$2.43K +45 New
STA
124
Summit Trail Advisors
New York
$2K +$2.49K +46 New
MA
125
MCF Advisors
Kentucky
$1K

NNI Hedge Fund Activity: Q4 2017 in Review

128 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2017, worth a combined $924M — up 8.7% from $850M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NNI positions and 7 closed out — a net gain of 11 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was Glenhill Advisors, opening a new position worth an estimated $13.4M. The largest seller was Vanguard Group, cutting an estimated $16.3M.

  • 128 institutional investors held Nelnet (NNI) as of Q4 2017, up from 117 in Q3 2017.
  • Funds reported $924M of Nelnet stock for Q4 2017, up 8.7% quarter-over-quarter.
  • 18 funds opened new Nelnet positions in Q4 2017 and 7 closed out, a net change of +11 holders.
  • The largest Nelnet buyer in Q4 2017 was Glenhill Advisors, an estimated $13.4M added.
  • The largest Nelnet seller in Q4 2017 was Vanguard Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2017.