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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
AB
251
Amalgamated Bank
New York
$538K +$29.7K +1,300 +6%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$523K +$123K +5,392 +32%
AAM
253
Advisors Asset Management
Colorado
$516K -$363K -15,855 -42%
CSS
254
Cubist Systematic Strategies
Connecticut
$510K -$380K -16,623 -44%
BDF
255
Balasa Dinverno & Foltz
$508K +$1.56K +68 +0.3%
CCM
256
Cohen Capital Management
California
$504K
LA
257
Lynch & Associates
Indiana
$501K +$2.86K +125 +0.6%
NB
258
Norinchukin Bank
Japan
$500K +$33K +1,441 +7%
KRS
259
Kentucky Retirement Systems
Kentucky
$493K -$61.4K -2,682 -11%
TU
260
TDAM USA
Ontario, Canada
$488K
GIA
261
Gateway Investment Advisers
Ohio
$482K -$65.5K -2,863 -12%
LSERS
262
Louisiana State Employees Retirement System
Louisiana
$473K -$9.15K -400 -2%
LMGAM
263
Liberty Mutual Group Asset Management
Massachusetts
$461K -$190K -8,300 -30%
WBC
264
Westpac Banking Corp
Australia
$458K
SOADOR
265
State of Alaska Department of Revenue
Alaska
$453K +$437K +19,081 New
SAM
266
Shell Asset Management
Netherlands
$450K
TAM
267
Tyers Asset Management
Texas
$432K -$165K -7,232 -28%
B
268
Barings
North Carolina
$432K +$208K +9,075 +100%
NIT
269
NumerixS Investment Technologies
British Columbia, Canada
$426K +$40.8K +1,781 +11%
M&T Bank
270
M&T Bank
New York
$425K -$505K -22,080 -55%
LIA
271
LS Investment Advisors
Michigan
$423K -$999K -43,668 -71%
MMG
272
Monetary Management Group
Missouri
$413K -$18.3K -800 -4%
PAM
273
Princeton Alpha Management
New Jersey
$404K -$504K -22,038 -56%
IG
274
ING Group
Netherlands
$403K -$414K -18,083 -52%
BO
275
BRR OpCo
Ohio
$399K -$362K -15,820 -49%

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.