We are live on ! Find out more

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
MG
1
Magnolia Group
Nebraska
$172M
FMII
2
Farmers & Merchants Investments Inc
Nebraska
$124M -$90.7K -1,000 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$119M +$18.6M +204,647 +19%
BlackRock
4
BlackRock
New York
$98.1M +$5.07M +55,956 +5%
ECP
5
Empyrean Capital Partners
California
$43.6M
State Street
6
State Street
Massachusetts
$29.9M -$136K -1,504 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$27M +$1.13M +12,455 +4%
SCM
8
Snyder Capital Management
California
$26.2M -$94.5K -1,042 -0.4%
Northern Trust
9
Northern Trust
Illinois
$22.8M -$430K -4,742 -2%
GAI
10
General American Investors
New York
$22.1M
Boston Partners
11
Boston Partners
Massachusetts
$21.7M +$2.56M +28,252 +14%
QF
12
QVT Financial
New York
$19.5M
Charles Schwab
13
Charles Schwab
California
$17.6M +$14.9K +164 +0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$13.9M -$1.2M -13,221 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.4M -$669K -7,375 -6%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$10.1M -$1.54M -17,000 -13%
American Century Companies
17
American Century Companies
Missouri
$9.49M +$439K +4,840 +5%
BHWM
18
Bar Harbor Wealth Management
New Hampshire
$9.28M +$44.3K +489 +0.5%
Goldman Sachs
19
Goldman Sachs
New York
$6.03M -$6.51M -71,831 -52%
AllianceBernstein
20
AllianceBernstein
Tennessee
$5.84M
SA
21
Sycale Advisors
New York
$5.65M -$11.8M -129,825 -68%
HighTower Advisors
22
HighTower Advisors
Illinois
$5.14M -$706K -7,785 -12%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$5.1M -$153K -1,690 -3%
Ameriprise
24
Ameriprise
Minnesota
$4.56M -$570K -6,284 -11%
Morgan Stanley
25
Morgan Stanley
New York
$4.44M -$535K -5,900 -11%

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.