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146 hedge funds and large institutions have $1.09B invested in Nelnet in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.86% less ownership

Funds ownership: 48.35%47.49% (-0.86%)

2% less capital invested

Capital invested by funds: $1.11B → $1.09B (-$19.5M)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

3% less funds holding

Funds holding: 150146 (-4)

54% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $5.05M

Holders
146
Holders Change
-4
Holders Change %
-2.67%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
48
Reduced
51
Closed
16
Calls
$2.31M
Puts
$5.05M
Net Calls
-$2.74M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$15K
OAJ
127
Ogorek Anthony Joseph
New York
$11K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$10K +$997 +12 +11%
IA
129
IFP Advisors
Florida
$6K
TWA
130
TCI Wealth Advisors
Arizona
$6K
CIM
131
Contravisory Investment Management
Massachusetts
$5K
C
132
Covestor
United Kingdom
$5K +$83 +1 +2%
PWMG
133
Prestige Wealth Management Group
New Jersey
$4K -$498 -6 -12%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$4K +$4.74K +57 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$3K +$1.33K +16 +84%
GWS
136
Glassman Wealth Services
Virginia
$2K -$581 -7 -27%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$2K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$2K
QCG
139
Quadrant Capital Group
Ohio
$2K
S
140
SignatureFD
Georgia
$2K
DI
141
Disciplined Investments
Oklahoma
$1K
Federated Hermes
142
Federated Hermes
Pennsylvania
$1K
SC
143
Schubert & Co
Texas
$1K +$831 +10 +143%
BIA
144
Bell Investment Advisors
California
$1K +$997 +12 New
SFG
145
Steward Financial Group
Texas
$1K +$1.25K +15 New
TCWM
146
Total Clarity Wealth Management
Illinois
$1K +$1.25K +15 New
BHTS
147
Bar Harbor Trust Services
Maine
-$8.6M -101,121 Closed
FM
148
Family Management
New York
-$708K -8,331 Closed
OQS
149
Occudo Quantitative Strategies
Florida
-$275K -3,240 Closed
ProShare Advisors
150
ProShare Advisors
Maryland
-$271K -3,184 Closed

NNI Hedge Fund Activity: Q2 2022 in Review

146 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q2 2022, worth a combined $1.09B — down 1.8% from $1.11B a quarter earlier.

Fund positioning in NNI was balanced in Q2 2022: 16 funds opened new positions, 16 closed out, 48 added to existing stakes and 51 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.87M. The largest seller was Vanguard Group, cutting an estimated $15.9M.

  • 146 institutional investors held Nelnet (NNI) as of Q2 2022, down from 150 in Q1 2022.
  • Funds reported $1.09B of Nelnet stock for Q2 2022, down 1.8% quarter-over-quarter.
  • 16 funds opened new Nelnet positions in Q2 2022 and 16 closed out, a net change of 0 holders.
  • The largest Nelnet buyer in Q2 2022 was JP Morgan Chase, an estimated $8.87M added.
  • The largest Nelnet seller in Q2 2022 was Vanguard Group, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2022.