We are live on ! Find out more

133 hedge funds and large institutions have $987M invested in Nelnet in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

36% more call options, than puts

Call options by funds: $483K | Put options by funds: $356K

20% more capital invested

Capital invested by funds: $822M → $987M (+$165M)

3% more funds holding

Funds holding: 129133 (+4)

0.72% more ownership

Funds ownership: 50.29%51.01% (+0.72%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
42
Reduced
43
Closed
12
Calls
$483K
Puts
$356K
Net Calls
+$127K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Prelude Capital Management
New York
$206K -$81.8K -1,210 -29%
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$204K -$56.4K -835 -23%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$171K -$74.4K -1,100 -31%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$154K +$38.7K +572 +36%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$149K -$39.7K -588 -22%
AIP
106
Ameritas Investment Partners
Nebraska
$109K
PFO
107
Pathstone Family Office
New Jersey
$107K +$101K +1,500 New
AA
108
Ancora Advisors
Ohio
$105K
Simplex Trading
109
Simplex Trading
Illinois
$93K +$88.6K +1,310 New
Canada Life
110
Canada Life
Manitoba, Canada
$84K
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K -$2.84K -42 -4%
PHK
112
Point72 Hong Kong
Hong Kong
$56K -$1.42K -21 -3%
AF
113
Advisornet Financial
Minnesota
$45K +$42.6K +630 New
Bessemer Group
114
Bessemer Group
New Jersey
$38K -$434K -6,417 -92%
PAI
115
Pittenger & Anderson Inc
Nebraska
$36K
Federated Hermes
116
Federated Hermes
Pennsylvania
$31K -$946 -14 -3%
Macquarie Group
117
Macquarie Group
Australia
$29K
PFBT
118
Parkside Financial Bank & Trust
Missouri
$27K -$608 -9 -2%
US Bancorp
119
US Bancorp
Minnesota
$23K
GWM
120
Geneos Wealth Management
Colorado
$21K
PA
121
Parallel Advisors
California
$12K
OAJ
122
Ogorek Anthony Joseph
New York
$9K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$8K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$5K -$3.4M -50,230 -100%
AssetMark Inc
125
AssetMark Inc
California
$4K

NNI Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2020, worth a combined $987M — up 20% from $822M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NNI positions and 12 closed out — a net gain of 5 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Jefferies Group, adding an estimated $11.4M. The largest seller was Empyrean Capital Partners, cutting an estimated $5.65M.

  • 133 institutional investors held Nelnet (NNI) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $987M of Nelnet stock for Q4 2020, up 20% quarter-over-quarter.
  • 17 funds opened new Nelnet positions in Q4 2020 and 12 closed out, a net change of +5 holders.
  • The largest Nelnet buyer in Q4 2020 was Jefferies Group, an estimated $11.4M added.
  • The largest Nelnet seller in Q4 2020 was Empyrean Capital Partners, an estimated $5.65M sold.

Based on aggregated 13F filings for Q4 2020.