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133 hedge funds and large institutions have $987M invested in Nelnet in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

36% more call options, than puts

Call options by funds: $483K | Put options by funds: $356K

20% more capital invested

Capital invested by funds: $822M → $987M (+$165M)

3% more funds holding

Funds holding: 129133 (+4)

0.72% more ownership

Funds ownership: 50.29%51.01% (+0.72%)

2% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 43

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
42
Reduced
43
Closed
12
Calls
$483K
Puts
$356K
Net Calls
+$127K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$158M -$3.7M -54,702 -2%
MG
2
Magnolia Group
Nebraska
$116M +$3.51M +51,960 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$112M +$3.06M +45,314 +3%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$107M -$1.58M -23,362 -2%
BlackRock
5
BlackRock
New York
$89.8M +$3.83M +56,661 +5%
JG
6
Jefferies Group
New York
$45.4M +$11.4M +168,951 +36%
Northern Trust
7
Northern Trust
Illinois
$30.8M -$742K -10,979 -2%
SA
8
Sycale Advisors
New York
$25.9M +$7.71M +114,077 +46%
State Street
9
State Street
Massachusetts
$25.3M -$842K -12,463 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.4M +$1.14M +16,907 +5%
Norges Bank
11
Norges Bank
Norway
$24.2M
ECP
12
Empyrean Capital Partners
California
$22.5M -$5.65M -83,560 -21%
GAI
13
General American Investors
New York
$17.3M
JP Morgan Chase
14
JP Morgan Chase
New York
$15.9M +$456K +6,750 +3%
Boston Partners
15
Boston Partners
Massachusetts
$14.1M -$1.2M -17,755 -8%
Charles Schwab
16
Charles Schwab
California
$13.4M -$49.4K -731 -0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.09M +$468K +6,921 +6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$8.36M +$304K +4,493 +4%
Prudential Financial
19
Prudential Financial
New Jersey
$8.1M +$334K +4,944 +5%
N
20
Nuveen
North Carolina
$6.11M +$310K +4,591 +6%
TLCM
21
Tiger Legatus Capital Management
New York
$5.7M -$2.76M -40,900 -34%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$5.05M -$16.4K -242 -0.3%
EFM
23
Ennismore Fund Management
United Kingdom
$4.88M -$3.51M -51,995 -43%
AllianceBernstein
24
AllianceBernstein
Tennessee
$4.84M
Morgan Stanley
25
Morgan Stanley
New York
$3.61M +$2.08M +30,776 +155%

NNI Hedge Fund Activity: Q4 2020 in Review

133 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nelnet (NNI) for Q4 2020, worth a combined $987M — up 20% from $822M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NNI positions and 12 closed out — a net gain of 5 holders — while 42 added to existing stakes and 43 trimmed.

The largest buyer was Jefferies Group, adding an estimated $11.4M. The largest seller was Empyrean Capital Partners, cutting an estimated $5.65M.

  • 133 institutional investors held Nelnet (NNI) as of Q4 2020, up from 129 in Q3 2020.
  • Funds reported $987M of Nelnet stock for Q4 2020, up 20% quarter-over-quarter.
  • 17 funds opened new Nelnet positions in Q4 2020 and 12 closed out, a net change of +5 holders.
  • The largest Nelnet buyer in Q4 2020 was Jefferies Group, an estimated $11.4M added.
  • The largest Nelnet seller in Q4 2020 was Empyrean Capital Partners, an estimated $5.65M sold.

Based on aggregated 13F filings for Q4 2020.