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127 hedge funds and large institutions have $896M invested in Nelnet in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

2% more ownership

Funds ownership: 52.12%54.12% (+2%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 128127 (-1)

5% less capital invested

Capital invested by funds: $941M → $896M (-$45.5M)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

62% less call options, than puts

Call options by funds: $1.43M | Put options by funds: $3.77M

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.12%
New
16
Increased
39
Reduced
45
Closed
16
Calls
$1.43M
Puts
$3.77M
Net Calls
-$2.35M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Burney Company
Virginia
$204K
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$204K
American Century Companies
103
American Century Companies
Missouri
$202K +$212K +3,468 New
KBC Group
104
KBC Group
Belgium
$193K
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$190K +$11.5K +188 +6%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$168K +$17K +278 +11%
QT
107
Quantbot Technologies
New York
$166K +$175K +2,862 New
AIP
108
Ameritas Investment Partners
Nebraska
$89K
Canada Life
109
Canada Life
Manitoba, Canada
$76K +$81.1K +1,325 New
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$70K -$3.12K -51 -4%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$64K
Federated Hermes
112
Federated Hermes
Pennsylvania
$51K -$2.39K -39 -4%
PHK
113
Point72 Hong Kong
Hong Kong
$44K +$46K +751 New
AA
114
Ancora Advisors
Ohio
$42K +$44K +718 New
PFBT
115
Parkside Financial Bank & Trust
Missouri
$41K -$9.24K -151 -18%
US Bancorp
116
US Bancorp
Minnesota
$39K -$1.9K -31 -4%
GWM
117
Geneos Wealth Management
Colorado
$17K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$12K
PB
119
Pinnacle Bancorp
Nebraska
$12K
AssetMark Inc
120
AssetMark Inc
California
$10K +$735 +12 +7%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$8K
OAJ
122
Ogorek Anthony Joseph
New York
$8K
PA
123
Parallel Advisors
California
$7K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$5K -$822K -13,424 -99%
IA
125
IFP Advisors
Florida
$2K

NNI Hedge Fund Activity: Q4 2019 in Review

127 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2019, worth a combined $896M — down 4.8% from $941M a quarter earlier.

Fund positioning in NNI was balanced in Q4 2019: 16 funds opened new positions, 16 closed out, 39 added to existing stakes and 45 trimmed.

The largest buyer was Magnolia Group, adding an estimated $11.2M. The largest seller was LSV Asset Management, cutting an estimated $18.5M.

  • 127 institutional investors held Nelnet (NNI) as of Q4 2019, down from 128 in Q3 2019.
  • Funds reported $896M of Nelnet stock for Q4 2019, down 4.8% quarter-over-quarter.
  • 16 funds opened new Nelnet positions in Q4 2019 and 16 closed out, a net change of 0 holders.
  • The largest Nelnet buyer in Q4 2019 was Magnolia Group, an estimated $11.2M added.
  • The largest Nelnet seller in Q4 2019 was LSV Asset Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2019.