We are live on ! Find out more

117 hedge funds and large institutions have $670M invested in Nelnet in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more call options, than puts

Call options by funds: $990K | Put options by funds: $899K

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

2.3% less ownership

Funds ownership: 54.12%51.82% (-2.3%)

8% less funds holding

Funds holding: 127117 (-10)

25% less capital invested

Capital invested by funds: $896M → $670M (-$226M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

Holders
117
Holders Change
-10
Holders Change %
-7.87%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
15
Increased
41
Reduced
41
Closed
22
Calls
$990K
Puts
$899K
Net Calls
+$91K
Net Calls Change
+$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$108M -$21.2K -394 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.1M +$687K +12,757 +0.6%
FMII
3
Farmers & Merchants Investments Inc
Nebraska
$66.5M -$2.42M -44,870 -3%
BlackRock
4
BlackRock
New York
$61.7M -$212K -3,929 -0.3%
MG
5
Magnolia Group
Nebraska
$54.9M
SA
6
Sycale Advisors
New York
$26.5M +$10.4M +192,908 +49%
Northern Trust
7
Northern Trust
Illinois
$21.2M +$82.6K +1,534 +0.3%
Norges Bank
8
Norges Bank
Norway
$20.7M
State Street
9
State Street
Massachusetts
$18M +$38.6K +717 +0.2%
GAI
10
General American Investors
New York
$15.9M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$15.5M +$411K +7,626 +2%
Boston Partners
12
Boston Partners
Massachusetts
$15.5M -$8.69M -161,276 -32%
HCM
13
Harspring Capital Management
New York
$15M +$8.14M +151,103 +85%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$9.6M -$873K -16,201 -7%
Charles Schwab
15
Charles Schwab
California
$9.33M +$587K +10,905 +6%
Goldman Sachs
16
Goldman Sachs
New York
$9.03M +$6.58M +122,205 +159%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.36M +$267K +4,959 +3%
Prudential Financial
18
Prudential Financial
New Jersey
$7.03M -$3M -55,642 -26%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.11M -$396K -7,345 -5%
EFM
20
Ennismore Fund Management
United Kingdom
$4.76M +$5.64M +104,787 New
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$4.45M +$756K +14,032 +17%
WSL
22
Western Standard LLC
California
$3.68M +$496K +9,208 +13%
N
23
Nuveen
North Carolina
$3.56M -$2.27M -42,223 -35%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.52M -$37.7K -700 -0.9%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$3.43M -$288K -5,344 -7%

NNI Hedge Fund Activity: Q1 2020 in Review

117 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q1 2020, worth a combined $670M — down 25% from $896M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NNI and 15 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 41 added.

The largest buyer was Sycale Advisors, adding an estimated $10.4M. The largest seller was Boston Partners, cutting an estimated $8.69M.

  • 117 institutional investors held Nelnet (NNI) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $670M of Nelnet stock for Q1 2020, down 25% quarter-over-quarter.
  • 15 funds opened new Nelnet positions in Q1 2020 and 22 closed out, a net change of -7 holders.
  • The largest Nelnet buyer in Q1 2020 was Sycale Advisors, an estimated $10.4M added.
  • The largest Nelnet seller in Q1 2020 was Boston Partners, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2020.