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164 hedge funds and large institutions have $934M invested in Nelnet in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.09M

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

9% more funds holding

Funds holding: 150164 (+14)

0.29% less ownership

Funds ownership: 47.19%46.91% (-0.29%)

6% less capital invested

Capital invested by funds: $992M → $934M (-$58.5M)

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
164
Holders Change
+14
Holders Change %
+9.33%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
30
Increased
43
Reduced
52
Closed
15
Calls
$2.2M
Puts
$1.09M
Net Calls
+$1.11M
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$30.1K
Lazard Asset Management
127
Lazard Asset Management
New York
$29K +$29.9K +330 New
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$65.8K -725 -70%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$28K
ETC
130
Exchange Traded Concepts
Oklahoma
$24.9K -$5.44K -60 -18%
PMEF
131
Point72 Middle East FZE
United Arab Emirates
$22.9K +$22.9K +252 New
PA
132
Parallel Advisors
California
$18K
SOW
133
State of Wyoming
Wyoming
$16.5K -$47K -518 -74%
TWA
134
TCI Wealth Advisors
Arizona
$12.6K +$91 +1 +0.7%
OAJ
135
Ogorek Anthony Joseph
New York
$12K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$11K
SWA
137
Sutton Wealth Advisors
Florida
$9.07K +$1.81K +20 +25%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$9K +$4.35K +48 +86%
Simplex Trading
139
Simplex Trading
Illinois
$9K +$9.07K +100 New
IA
140
IFP Advisors
Florida
$8K
HGERS
141
Householder Group Estate & Retirement Specialist
Arizona
$6K
CIM
142
Contravisory Investment Management
Massachusetts
$5.26K
PWMG
143
Prestige Wealth Management Group
New Jersey
$3.81K
QCG
144
Quadrant Capital Group
Ohio
$2.81K +$363 +4 +15%
SC
145
Schubert & Co
Texas
$2.54K +$635 +7 +33%
JWA
146
JFS Wealth Advisors
Pennsylvania
$2.09K
S
147
SignatureFD
Georgia
$2.09K
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$2K
GWS
149
Glassman Wealth Services
Virginia
$1.45K -$181 -2 -11%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$1.36K

NNI Hedge Fund Activity: Q4 2022 in Review

164 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2022, worth a combined $934M — down 5.9% from $992M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NNI positions and 15 closed out — a net gain of 15 holders — while 43 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.6M. The largest seller was Sycale Advisors, cutting an estimated $11.8M.

  • 164 institutional investors held Nelnet (NNI) as of Q4 2022, up from 150 in Q3 2022.
  • Funds reported $934M of Nelnet stock for Q4 2022, down 5.9% quarter-over-quarter.
  • 30 funds opened new Nelnet positions in Q4 2022 and 15 closed out, a net change of +15 holders.
  • The largest Nelnet buyer in Q4 2022 was Vanguard Group, an estimated $18.6M added.
  • The largest Nelnet seller in Q4 2022 was Sycale Advisors, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2022.