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150 hedge funds and large institutions have $992M invested in Nelnet in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $973K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 146150 (+4)

0.3% less ownership

Funds ownership: 47.49%47.19% (-0.3%)

9% less capital invested

Capital invested by funds: $1.09B → $992M (-$101M)

21% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 58

Holders
150
Holders Change
+4
Holders Change %
+2.74%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
46
Reduced
58
Closed
13
Calls
$2.47M
Puts
$973K
Net Calls
+$1.5M
Net Calls Change
+$4.24M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
126
Exchange Traded Concepts
Oklahoma
$26K +$12.9K +148 +80%
Macquarie Group
127
Macquarie Group
Australia
$22K -$24.2K -278 Closed
PA
128
Parallel Advisors
California
$16K +$1.48K +17 +9%
WFA
129
Wipfli Financial Advisors
Wisconsin
$13K +$14.8K +170 New
TWA
130
TCI Wealth Advisors
Arizona
$11K +$5.57K +64 +86%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$10K
OAJ
132
Ogorek Anthony Joseph
New York
$10K
IA
133
IFP Advisors
Florida
$8K +$3.22K +37 +50%
ACM
134
Aquatic Capital Management
Illinois
$8K +$8.7K +100 New
SWA
135
Sutton Wealth Advisors
Florida
$6.33K +$6.96K +80 New
CIM
136
Contravisory Investment Management
Massachusetts
$5K
HGERS
137
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5.74K +66 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$4K -$87 -1 -2%
PWMG
139
Prestige Wealth Management Group
New Jersey
$3K -$261 -3 -7%
JWA
140
JFS Wealth Advisors
Pennsylvania
$2K -$1.04K -12 -34%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$2K
QCG
142
Quadrant Capital Group
Ohio
$2K
S
143
SignatureFD
Georgia
$2K
SC
144
Schubert & Co
Texas
$2K +$348 +4 +24%
GWS
145
Glassman Wealth Services
Virginia
$1K -$87 -1 -5%
BIA
146
Bell Investment Advisors
California
$1K
Federated Hermes
147
Federated Hermes
Pennsylvania
$1K
DI
148
Disciplined Investments
Oklahoma
$1K +$87 +1 +17%
Citadel Advisors
149
Citadel Advisors
Florida
-$764K -8,781 Closed
Wellington Management Group
150
Wellington Management Group
Massachusetts
-$471K -5,524 Closed

NNI Hedge Fund Activity: Q3 2022 in Review

150 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q3 2022, worth a combined $992M — down 9.3% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NNI positions and 13 closed out — a net gain of 4 holders — while 46 added to existing stakes and 58 trimmed.

The largest buyer was Sycale Advisors, adding an estimated $10.1M. The largest seller was Farmers & Merchants Investments Inc, cutting an estimated $15.7M.

  • 150 institutional investors held Nelnet (NNI) as of Q3 2022, up from 146 in Q2 2022.
  • Funds reported $992M of Nelnet stock for Q3 2022, down 9.3% quarter-over-quarter.
  • 17 funds opened new Nelnet positions in Q3 2022 and 13 closed out, a net change of +4 holders.
  • The largest Nelnet buyer in Q3 2022 was Sycale Advisors, an estimated $10.1M added.
  • The largest Nelnet seller in Q3 2022 was Farmers & Merchants Investments Inc, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2022.