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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
LPL Financial
276
LPL Financial
California
$394K -$2.06K -90 -0.5%
LFAS
277
Level Four Advisory Services
Texas
$388K +$1.74K +76 +0.5%
GH
278
GAM Holding
Switzerland
$377K -$33.1K -1,448 -8%
PL
279
Parkwood LLC
Ohio
$367K -$325K -14,223 -48%
SG
280
StoneX Group
New York
$360K -$7.34K -321 -2%
JIR
281
James Investment Research
Ohio
$360K -$6.86K -300 -2%
AG
282
Advisor Group
Arizona
$360K +$48.1K +2,102 +16%
OI
283
Oakbrook Investments
Illinois
$359K -$24K -1,050 -6%
JGUA
284
John G. Ullman & Associates
New York
$359K +$345K +15,100 New
MYAM
285
Meiji Yasuda Asset Management
Japan
$342K
CS
286
Candriam SCA
Luxembourg
$341K -$2.54M -111,065 -89%
FI
287
FormulaFolio Investments
Michigan
$340K +$14.5K +635 +5%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$339K -$28.9K -1,265 -8%
JG
289
Jefferies Group
New York
$337K -$3.79M -165,482 -92%
AIL
290
AGF Investments LLC
Ontario, Canada
$330K +$13.1K +572 +4%
OMCS
291
Old Mutual Customised Solutions
South Africa
$328K
Teacher Retirement System of Texas
292
Teacher Retirement System of Texas
Texas
$324K -$391K -17,109 -56%
ARM
293
Adirondack Research & Management
New York
$322K
SCM
294
Schnieders Capital Management
California
$319K -$4.42K -193 -1%
UR
295
USCA RIA
Texas
$319K +$7.05K +308 +2%
CI
296
Cigna Investments
Connecticut
$317K +$35.1K +1,536 +13%
Assenagon Asset Management
297
Assenagon Asset Management
Luxembourg
$312K -$2.62M -114,388 -90%
Nordea Investment Management
298
Nordea Investment Management
Sweden
$304K +$52K +2,271 +22%
Jane Street
299
Jane Street
New York
$303K +$291K +12,734 New
RCM
300
Riverhead Capital Management
Delaware
$300K -$116K -5,091 -29%

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.