NiSource
398 hedge funds and large institutions have $8.12B invested in NiSource in 2013 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 127 increasing their positions, 152 reducing their positions, and 26 closing their positions.
1,295% more call options, than puts
Call options by funds: $102M | Put options by funds: $7.28M
112% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 26
7% more funds holding
Funds holding: 372 → 398 (+26)
5% more capital invested
Capital invested by funds: $7.71B → $8.12B (+$407M)
2.87% less ownership
Funds ownership: 204.66% → 201.79% (-2.9%)
16% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 152
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$86.7M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$83.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$75.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$28.4M |
| 5 |
D.E. Shaw & Co
New York
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$132M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$96.9M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$63.6M |
| 4 |
WHRC
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$49.9M |
| 5 |
Renaissance Technologies
New York
|
-$27.6M |
NI Hedge Fund Activity: Q4 2013 in Review
398 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2013, worth a combined $8.12B — up 5.3% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new NI positions and 26 closed out — a net gain of 29 holders — while 127 added to existing stakes and 152 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $86.7M. The largest seller was Goldman Sachs, cutting an estimated $132M.
- 398 institutional investors held NiSource (NI) as of Q4 2013, up from 372 in Q3 2013.
- Funds reported $8.12B of NiSource stock for Q4 2013, up 5.3% quarter-over-quarter.
- 55 funds opened new NiSource positions in Q4 2013 and 26 closed out, a net change of +29 holders.
- The largest NiSource buyer in Q4 2013 was T. Rowe Price Associates, an estimated $86.7M added.
- The largest NiSource seller in Q4 2013 was Goldman Sachs, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2013.