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117 hedge funds and large institutions have $670M invested in Nelnet in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more call options, than puts

Call options by funds: $990K | Put options by funds: $899K

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

2.3% less ownership

Funds ownership: 54.12%51.82% (-2.3%)

8% less funds holding

Funds holding: 127117 (-10)

25% less capital invested

Capital invested by funds: $896M → $670M (-$226M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
117
Holders Change
-10
Holders Change %
-7.87%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
15
Increased
41
Reduced
41
Closed
22
Calls
$990K
Puts
$899K
Net Calls
+$91K
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
101
Parkside Financial Bank & Trust
Missouri
$24K -$9.53K -177 -25%
PHK
102
Point72 Hong Kong
Hong Kong
$23K -$12.8K -238 -32%
Osaic Holdings
103
Osaic Holdings
Arizona
$19K +$23.2K +430 New
NM
104
Newtyn Management
New York
$18K +$21.5K +400 New
Federated Hermes
105
Federated Hermes
Pennsylvania
$13K -$31.3K -581 -66%
GWM
106
Geneos Wealth Management
Colorado
$12K
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$9K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$8K
AssetMark Inc
109
AssetMark Inc
California
$6K -$2.37K -44 -25%
OAJ
110
Ogorek Anthony Joseph
New York
$6K
PA
111
Parallel Advisors
California
$6K +$1.13K +21 +19%
TRCT
112
Tower Research Capital (TRC)
New York
$6K +$6.95K +129 New
PWMG
113
Prestige Wealth Management Group
New Jersey
$2K +$2.75K +51 New
IA
114
IFP Advisors
Florida
$1K
S
115
SignatureFD
Georgia
$1K +$1.45K +27 New
TPCW
116
TD Private Client Wealth
New York
$363
FP
117
Foundry Partners
Minnesota
-$4.87M -83,572 Closed
AL
118
AJO LP
Pennsylvania
-$4.42M -75,824 Closed
PGCM
119
Prescott Group Capital Management
Oklahoma
-$1.46M -25,134 Closed
SCP
120
Seizert Capital Partners
Michigan
-$1.31M -22,458 Closed
Renaissance Technologies
121
Renaissance Technologies
New York
-$1.17M -20,100 Closed
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
-$640K -10,988 Closed
GCP
123
GSA Capital Partners
United Kingdom
-$617K -10,587 Closed
AIMCA
124
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$512K -8,795 Closed
DTL
125
Dynamic Technology Lab
Singapore
-$384K -6,598 Closed

NNI Hedge Fund Activity: Q1 2020 in Review

117 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q1 2020, worth a combined $670M — down 25% from $896M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NNI and 15 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 41 added.

The largest buyer was Sycale Advisors, adding an estimated $10.4M. The largest seller was Boston Partners, cutting an estimated $8.69M.

  • 117 institutional investors held Nelnet (NNI) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $670M of Nelnet stock for Q1 2020, down 25% quarter-over-quarter.
  • 15 funds opened new Nelnet positions in Q1 2020 and 22 closed out, a net change of -7 holders.
  • The largest Nelnet buyer in Q1 2020 was Sycale Advisors, an estimated $10.4M added.
  • The largest Nelnet seller in Q1 2020 was Boston Partners, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2020.