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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
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$300K -$70.3K -3,072 -20%
EM
302
ELCO Management
New York
$300K
CGT
303
Capital Guardian Trust
California
$297K
Skandinaviska Enskilda Banken (SEB)
304
Skandinaviska Enskilda Banken (SEB)
Sweden
$295K +$70.9K +3,100 +33%
CCM
305
Cadence Capital Management
Massachusetts
$290K -$209K -9,134 -43%
NA
306
Navellier & Associates
Nevada
$290K -$10.2K -446 -4%
EGM
307
Engineers Gate Manager
New York
$290K +$279K +12,200 New
FP
308
FDO Partners
Massachusetts
$289K -$2.23M -97,664 -89%
GL
309
GLG LLC
New York
$289K -$618 -27 -0.2%
LK
310
Lumbard & Kellner
New Hampshire
$285K
Thrivent Financial for Lutherans
311
Thrivent Financial for Lutherans
Minnesota
$284K -$2.3M -100,570 -89%
JIC
312
Johnson Investment Counsel
Ohio
$277K -$93.9K -4,103 -26%
TCT
313
TIAA CREF Trust
Missouri
$275K -$25.3K -1,104 -9%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$275K +$19.3K +845 +8%
UCFA
315
United Capital Financial Advisors
Texas
$274K +$263K +11,497 New
DADC
316
D.A. Davidson & Co
Montana
$273K +$15.9K +693 +6%
JMPWA
317
JP Morgan Private Wealth Advisors
California
$270K -$1.99K -87 -0.8%
GI
318
GAMCO Investors
Connecticut
$269K
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$269K +$25.2K +1,100 +11%
WB
320
WesBanco Bank
West Virginia
$268K
PAG
321
Private Advisor Group
New Jersey
$267K +$35.4K +1,549 +16%
SI
322
SII Investments
Wisconsin
$264K -$32.4K -1,418 -11%
CI
323
Cavalier Investments
Georgia
$262K
GAM
324
Gotham Asset Management
New York
$262K +$252K +11,024 New
RJFSA
325
Raymond James Financial Services Advisors
Florida
$261K -$1.81K -79 -0.7%

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.