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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
BFEC
126
Benjamin F. Edwards & Company
Missouri
$5K +$4.75K +50 New
PWMG
127
Prestige Wealth Management Group
New Jersey
$4.05K
CFGS
128
Concourse Financial Group Securities
Alabama
$3.76K +$3.7K +39 New
QCG
129
Quadrant Capital Group
Ohio
$3.28K
BIA
130
Bell Investment Advisors
California
$3.18K +$2K +21 +175%
JWA
131
JFS Wealth Advisors
Pennsylvania
$2.8K
MPWT
132
MassMutual Private Wealth & Trust
Connecticut
$2.41K -$95 -1 -4%
VCM
133
Versant Capital Management
Arizona
$1.64K +$665 +7 +70%
GWS
134
Glassman Wealth Services
Virginia
$1.54K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$1.45K
EWA
136
EverSource Wealth Advisors
Alabama
$965
BAAM
137
Baker Avenue Asset Management
California
$868 +$475 +5 +125%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$772 -$28.7K -302 -97%
SIC
139
SJS Investment Consulting
Ohio
$772 -$190 -2 -20%
DI
140
Disciplined Investments
Oklahoma
$675
Federated Hermes
141
Federated Hermes
Pennsylvania
$579
Citadel Advisors
142
Citadel Advisors
Florida
$579 +$570 +6 New
TWP
143
TFO Wealth Partners
Ohio
$96
WIM
144
WealthPlan Investment Management
Nebraska
$34 -$12.8K -135 Closed
CSS
145
Cubist Systematic Strategies
Connecticut
-$1.5M -16,319 Closed
MAP
146
Moody Aldrich Partners
Massachusetts
-$1.19M -12,903 Closed
Jennison Associates
147
Jennison Associates
New York
-$949K -10,332 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
148
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$731K -7,953 Closed
Tudor Investment Corp
149
Tudor Investment Corp
Connecticut
-$534K -5,809 Closed
SGI
150
Summit Global Investments
Utah
-$414K -4,500 Closed

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.