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142 hedge funds and large institutions have $1.31B invested in Nelnet in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $1.08B → $1.31B (+$230M)

6% more funds holding

Funds holding: 134142 (+8)

3% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.45M

0.66% less ownership

Funds ownership: 49.23%48.57% (-0.66%)

18% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 49

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
142
Holders Change
+8
Holders Change %
+5.97%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
40
Reduced
49
Closed
16
Calls
$1.49M
Puts
$1.45M
Net Calls
+$39K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$11K +$9.64K +109 New
AF
127
Advisornet Financial
Minnesota
$10K
EVM
128
Eaton Vance Management
Massachusetts
$10K
C
129
Covestor
United Kingdom
$7K +$6.19K +70 New
PWMG
130
Prestige Wealth Management Group
New Jersey
$5K
GWS
131
Glassman Wealth Services
Virginia
$3K
IA
132
IFP Advisors
Florida
$3K +$354 +4 +31%
QCG
133
Quadrant Capital Group
Ohio
$3K +$2.39K +27 New
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$2K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$2K
S
136
SignatureFD
Georgia
$2K
BIA
137
Bell Investment Advisors
California
$2K +$442 +5 +42%
TCWM
138
Total Clarity Wealth Management
Illinois
$1K
SC
139
Schubert & Co
Texas
$1K +$708 +8 New
JWA
140
JFS Wealth Advisors
Pennsylvania
$1K +$885 +10 New
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$798 +$30.4K +344 +4%
SA
142
Sycale Advisors
New York
-$24.9M -314,396 Closed
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
-$11.6M -144,187 Closed
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
-$9.49M -119,707 Closed
TLCM
145
Tiger Legatus Capital Management
New York
-$8.18M -103,200 Closed
Assenagon Asset Management
146
Assenagon Asset Management
Luxembourg
-$762K -9,622 Closed
Mirae Asset Global Investments
147
Mirae Asset Global Investments
South Korea
-$693K -8,749 Closed
HF
148
HRT Financial
New York
-$659K -8,320 Closed
WG
149
Winton Group
United Kingdom
-$574K -7,246 Closed
CANY
150
Caxton Associates (New York)
New York
-$472K -5,954 Closed

NNI Hedge Fund Activity: Q4 2021 in Review

142 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2021, worth a combined $1.31B — up 21% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NNI positions and 16 closed out — a net gain of 8 holders — while 40 added to existing stakes and 49 trimmed.

The largest buyer was Snyder Capital Management, opening a new position worth an estimated $19.6M. The largest seller was Sycale Advisors, exiting entirely with an estimated $24.9M sold.

  • 142 institutional investors held Nelnet (NNI) as of Q4 2021, up from 134 in Q3 2021.
  • Funds reported $1.31B of Nelnet stock for Q4 2021, up 21% quarter-over-quarter.
  • 24 funds opened new Nelnet positions in Q4 2021 and 16 closed out, a net change of +8 holders.
  • The largest Nelnet buyer in Q4 2021 was Snyder Capital Management, an estimated $19.6M added.
  • The largest Nelnet seller in Q4 2021 was Sycale Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2021.