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444 hedge funds and large institutions have $6.44B invested in NiSource in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

114% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.94M

8% more capital invested

Capital invested by funds: $5.94B → $6.44B (+$493M)

6% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 151

4% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 49

0.52% more ownership

Funds ownership: 82.7%83.22% (+0.52%)

1% less funds holding

Funds holding: 449444 (-5)

Holders
444
Holders Change
-5
Holders Change %
-1.11%
% of All Funds
11.05%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.12%
New
51
Increased
160
Reduced
151
Closed
49
Calls
$6.29M
Puts
$2.94M
Net Calls
+$3.34M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
MCIM
226
Meadow Creek Investment Management
Georgia
$755K -$290K -12,656 -28%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$746K +$362K +15,803 +102%
Creative Planning
228
Creative Planning
Kansas
$739K +$62.6K +2,737 +10%
VEA
229
Virtus ETF Advisers
New York
$730K +$240K +10,500 +52%
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$718K -$263K -11,477 -28%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$714K -$8.14K -356 -1%
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$699K +$51.3K +2,244 +8%
FIM
233
Freedom Investment Management
Connecticut
$686K +$148K +6,448 +29%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$679K +$89.5K +3,913 +16%
HighTower Advisors
235
HighTower Advisors
Illinois
$661K +$2.95K +129 +0.5%
FMBTD
236
First Midwest Bank Trust Division
Illinois
$651K -$1.49M -65,226 -70%
MAM
237
Martingale Asset Management
Massachusetts
$640K
FRM
238
Fox Run Management
Connecticut
$638K +$613K +26,800 New
ANRIA
239
American National Registered Investment Advisor
Texas
$615K
PA
240
Profund Advisors
Maryland
$611K -$105K -4,572 -15%
RIL
241
Rothschild Investment LLC
Illinois
$601K -$1.37K -60 -0.2%
CBB
242
Citizens Business Bank
California
$595K +$572K +25,000 New
EP
243
Elkfork Partners
Oregon
$594K -$228K -9,944 -28%
SIM
244
Sentry Investment Management
Wisconsin
$585K +$88.8K +3,881 +19%
O
245
OppenheimerFunds
New York
$583K +$51.8K +2,265 +10%
ERSOT
246
Employees Retirement System of Texas
Texas
$571K
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$571K +$126K +5,492 +30%
XK
248
Xact Kapitalforvaltning
Sweden
$570K -$94.2K -4,116 -15%
HNB
249
Huntington National Bank
Ohio
$560K -$12.2K -533 -2%
MNBTD
250
Moody National Bank Trust Division
Texas
$556K

NI Hedge Fund Activity: Q1 2017 in Review

444 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2017, worth a combined $6.44B — up 8.3% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NI positions and 49 closed out — a net gain of 2 holders — while 160 added to existing stakes and 151 trimmed.

The largest buyer was BlackRock, adding an estimated $521M. The largest seller was Deutsche Bank, cutting an estimated $74M.

  • 444 institutional investors held NiSource (NI) as of Q1 2017, down from 449 in Q4 2016.
  • Funds reported $6.44B of NiSource stock for Q1 2017, up 8.3% quarter-over-quarter.
  • 51 funds opened new NiSource positions in Q1 2017 and 49 closed out, a net change of +2 holders.
  • The largest NiSource buyer in Q1 2017 was BlackRock, an estimated $521M added.
  • The largest NiSource seller in Q1 2017 was Deutsche Bank, an estimated $74M sold.

Based on aggregated 13F filings for Q1 2017.