We are live on ! Find out more

124 hedge funds and large institutions have $983M invested in Nelnet in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $913M → $983M (+$69.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.37% less ownership

Funds ownership: 61.43%61.06% (-0.37%)

4% less funds holding

Funds holding: 129124 (-5)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

18% less call options, than puts

Call options by funds: $491K | Put options by funds: $602K

19% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 53

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
9
Increased
43
Reduced
53
Closed
11
Calls
$491K
Puts
$602K
Net Calls
-$111K
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
1
Farmers & Merchants Investments Inc
Nebraska
$81.7M -$503K -11,050 -0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.7M +$1.86M +40,783 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.7M +$1.1M +24,234 +2%
LSV Asset Management
4
LSV Asset Management
Illinois
$44.5M +$1.76M +38,727 +4%
Northern Trust
5
Northern Trust
Illinois
$40.2M -$803K -17,640 -2%
PFMOSF
6
Philadelphia Financial Management of San Francisco
California
$34.5M +$1.39M +30,597 +4%
Millennium Management
7
Millennium Management
New York
$31M -$756K -16,589 -2%
SC
8
Seawolf Capital
New York
$29M -$1.13M -24,776 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$27.7M +$767K +16,847 +3%
GAI
10
General American Investors
New York
$24.3M
BFA
11
BlackRock Fund Advisors
California
$24.2M +$3.46M +75,869 +17%
Prudential Financial
12
Prudential Financial
New Jersey
$23.6M -$50.1K -1,100 -0.2%
Citadel Advisors
13
Citadel Advisors
Florida
$23.5M +$9.72M +213,378 +73%
BIT
14
BlackRock Institutional Trust
California
$23.3M -$4M -87,721 -15%
PIM
15
Perkins Investment Management
Illinois
$22.6M +$4.86M +106,629 +28%
Boston Partners
16
Boston Partners
Massachusetts
$21.5M +$485K +10,652 +2%
State Street
17
State Street
Massachusetts
$19.9M +$119K +2,606 +0.6%
JIR
18
James Investment Research
Ohio
$19.4M +$1.14K +25 +0%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$17.4M -$1.99M -43,730 -10%
CCMLC
20
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.4M -$5.81M -127,558 -26%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$15.7M +$671K +14,736 +5%
NI
22
Numeric Investors
Massachusetts
$15.4M -$12M -264,303 -44%
JP Morgan Chase
23
JP Morgan Chase
New York
$14.4M +$948K +20,826 +7%
HCM
24
Huber Capital Management
California
$13.4M -$3.64M -79,896 -22%
AQR Capital Management
25
AQR Capital Management
Connecticut
$10.9M +$1.04M +22,888 +11%

NNI Hedge Fund Activity: Q4 2014 in Review

124 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2014, worth a combined $983M — up 7.6% from $913M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NNI and 9 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 43 added.

The largest buyer was Citadel Advisors, adding an estimated $9.72M. The largest seller was Numeric Investors, cutting an estimated $12M.

  • 124 institutional investors held Nelnet (NNI) as of Q4 2014, down from 129 in Q3 2014.
  • Funds reported $983M of Nelnet stock for Q4 2014, up 7.6% quarter-over-quarter.
  • 9 funds opened new Nelnet positions in Q4 2014 and 11 closed out, a net change of -2 holders.
  • The largest Nelnet buyer in Q4 2014 was Citadel Advisors, an estimated $9.72M added.
  • The largest Nelnet seller in Q4 2014 was Numeric Investors, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2014.