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NI.PRB

NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock

Delisted

NI.PRB was delisted on the 14th of March, 2024.

1 hedge funds and large institutions have $387K invested in NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% less funds holding

Funds holding: 31 (-2)

93% less capital invested

Capital invested by funds: $5.2M → $387K (-$4.81M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
1
Holders Change
-2
Holders Change %
-66.67%
% of All Funds
0.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1
Private Trust Company
Ohio
$387K +$165K +6,000 +75%
TAM
2
Tocqueville Asset Management
New York
-$4.92M -187,450 Closed
RWML
3
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$65.9K -2,500 Closed

NI.PRB Hedge Fund Activity: Q3 2019 in Review

1 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock (NI.PRB) for Q3 2019, worth a combined $387K — down 93% from $5.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NI.PRB and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Private Trust Company, adding an estimated $165K. The largest seller was Tocqueville Asset Management, exiting entirely with an estimated $4.92M sold.

  • 1 institutional investor held NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock (NI.PRB) as of Q3 2019, down from 3 in Q2 2019.
  • Funds reported $387K of NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock stock for Q3 2019, down 93% quarter-over-quarter.
  • 0 funds opened new NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock positions in Q3 2019 and 2 closed out, a net change of -2 holders.
  • The largest NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock buyer in Q3 2019 was Private Trust Company, an estimated $165K added.
  • The largest NiSource Inc. Depositary Shares representing 1/1,000th ownership interest in a share of 6.50% Series B Preferred Stock and 1/1,000th ownership interest in a share of Series B-1 Preferred Stock seller in Q3 2019 was Tocqueville Asset Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q3 2019.