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135 hedge funds and large institutions have $982M invested in Nelnet in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

2% more funds holding

Funds holding: 133135 (+2)

0% less capital invested

Capital invested by funds: $987M → $982M (-$4.15M)

1.32% less ownership

Funds ownership: 51.01%49.68% (-1.3%)

12% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 49

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

24% less call options, than puts

Call options by funds: $523K | Put options by funds: $691K

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
16
Increased
43
Reduced
49
Closed
12
Calls
$523K
Puts
$691K
Net Calls
-$168K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$225K +$67.6K +933 +43%
CCIA
102
Campbell & Co Investment Adviser
Maryland
$218K
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$172K +$1.16K +16 +0.7%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$152K
KBC Group
105
KBC Group
Belgium
$134K +$134K +1,848 New
HIM
106
Hillsdale Investment Management
Ontario, Canada
$124K -$833K -11,500 -87%
AA
107
Ancora Advisors
Ohio
$108K
AIP
108
Ameritas Investment Partners
Nebraska
$102K -$9.56K -132 -9%
Citigroup
109
Citigroup
New York
$99K -$158K -2,187 -62%
Federated Hermes
110
Federated Hermes
Pennsylvania
$90K +$57.9K +799 +181%
Canada Life
111
Canada Life
Manitoba, Canada
$85K
Simplex Trading
112
Simplex Trading
Illinois
$78K -$16.4K -226 -17%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$76K -$869 -12 -1%
PAI
114
Pittenger & Anderson Inc
Nebraska
$36K
PHK
115
Point72 Hong Kong
Hong Kong
$30K -$27.1K -374 -47%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$27K -$1.09K -15 -4%
US Bancorp
117
US Bancorp
Minnesota
$24K
GWM
118
Geneos Wealth Management
Colorado
$21K
Macquarie Group
119
Macquarie Group
Australia
$20K -$9.56K -132 -32%
PA
120
Parallel Advisors
California
$12K
OAJ
121
Ogorek Anthony Joseph
New York
$10K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$8K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$5K
PWMG
124
Prestige Wealth Management Group
New Jersey
$4K
AssetMark Inc
125
AssetMark Inc
California
$4K +$145 +2 +4%

NNI Hedge Fund Activity: Q1 2021 in Review

135 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q1 2021, worth a combined $982M — down 0.42% from $987M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NNI positions and 12 closed out — a net gain of 4 holders — while 43 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $7.11M. The largest seller was Jefferies Group, cutting an estimated $29.8M.

  • 135 institutional investors held Nelnet (NNI) as of Q1 2021, up from 133 in Q4 2020.
  • Funds reported $982M of Nelnet stock for Q1 2021, down 0.42% quarter-over-quarter.
  • 16 funds opened new Nelnet positions in Q1 2021 and 12 closed out, a net change of +4 holders.
  • The largest Nelnet buyer in Q1 2021 was BlackRock, an estimated $7.11M added.
  • The largest Nelnet seller in Q1 2021 was Jefferies Group, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2021.