We are live on ! Find out more

144 hedge funds and large institutions have $1.21B invested in Nelnet in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

532% more call options, than puts

Call options by funds: $733K | Put options by funds: $116K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more capital invested

Capital invested by funds: $1.15B → $1.21B (+$56.7M)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.16% less ownership

Funds ownership: 50.15%46.99% (-3.2%)

5% less funds holding

Funds holding: 151144 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
15
Increased
49
Reduced
51
Closed
21
Calls
$733K
Puts
$116K
Net Calls
+$617K
Net Calls Change
-$602K
Name Holding Trade Value Shares
Change
Change in
Stake
XT
101
XTX Topco
Cayman Islands
$202K +$198K +2,089 New
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$164K
AB
103
Amalgamated Bank
New York
$138K -$9.4K -99 -6%
C
104
Covestor
United Kingdom
$133K +$3.7K +39 +3%
AA
105
Ancora Advisors
Ohio
$129K
PAI
106
Pittenger & Anderson Inc
Nebraska
$123K +$121K +1,272 New
AIP
107
Ameritas Investment Partners
Nebraska
$116K +$7.88K +83 +7%
Osaic Holdings
108
Osaic Holdings
Arizona
$106K -$4.46K -47 -4%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$81.4K +$2.19K +23 +3%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$77.3K +$3.8K +40 +5%
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$71.4K -$42.6K -448 -38%
US Bancorp
112
US Bancorp
Minnesota
$48.4K +$11.3K +119 +31%
NFSG
113
Newbridge Financial Services Group
Florida
$36.2K
PFBT
114
Parkside Financial Bank & Trust
Missouri
$29.4K -$5.32K -56 -16%
TRCT
115
Tower Research Capital (TRC)
New York
$28.3K -$9.5K -100 -25%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$2.28K -24 -8%
SOW
117
State of Wyoming
Wyoming
$22.6K -$26.1K -275 -54%
PA
118
Parallel Advisors
California
$20.5K -$2.38K -25 -11%
S
119
SignatureFD
Georgia
$20.2K +$9.88K +104 +99%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$16.9K -$577K -6,070 -97%
CIM
121
Contravisory Investment Management
Massachusetts
$16.6K
AF
122
Allworth Financial
California
$13.9K
OAJ
123
Ogorek Anthony Joseph
New York
$13K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$12K +$380 +4 +3%
SWA
125
Sutton Wealth Advisors
Florida
$9.65K

NNI Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q2 2023, worth a combined $1.21B — up 4.9% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of NNI and 15 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 49 added.

The largest buyer was Vanguard Group, adding an estimated $10.2M. The largest seller was Envestnet Asset Management, cutting an estimated $69.8M.

  • 144 institutional investors held Nelnet (NNI) as of Q2 2023, down from 151 in Q1 2023.
  • Funds reported $1.21B of Nelnet stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 15 funds opened new Nelnet positions in Q2 2023 and 21 closed out, a net change of -6 holders.
  • The largest Nelnet buyer in Q2 2023 was Vanguard Group, an estimated $10.2M added.
  • The largest Nelnet seller in Q2 2023 was Envestnet Asset Management, an estimated $69.8M sold.

Based on aggregated 13F filings for Q2 2023.