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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
GXMC
326
Global X Management Company
New York
$261K +$70.9K +3,098 +39%
CB
327
Commerce Bank
Missouri
$259K +$19.2K +838 +8%
RCA
328
Rowland Carmichael Advisors
Arizona
$256K -$32K -1,400 -11%
PTC
329
Private Trust Company
Ohio
$252K +$243K +10,624 New
ZIC
330
ZWJ Investment Counsel
Georgia
$249K +$239K +10,453 New
V
331
Veritable
Delaware
$243K -$5.83K -255 -2%
VRS
332
Virginia Retirement Systems
Virginia
$243K
LFG
333
LifePlan Financial Group
Ohio
$241K
GT
334
Glenmede Trust
Pennsylvania
$241K +$73.6K +3,217 +46%
EOJOAM
335
E. Ohman J:or Asset Management
Sweden
$240K +$91.5K +4,000 +66%
NSEDCP
336
NJ State Employees Deferred Compensation Plan
New Jersey
$238K
W
337
Wealthfront
California
$237K +$15K +655 +7%
II
338
IFM Investors
Australia
$237K +$228K +9,961 New
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$235K -$736K -32,182 -77%
LP
340
LMR Partners
United Kingdom
$233K -$1.17M -51,098 -84%
William Blair & Company
341
William Blair & Company
Illinois
$232K -$61.8K -2,701 -22%
AP
342
Advisor Partners
California
$215K -$13.6K -595 -6%
EWM
343
Evercore Wealth Management
New York
$214K -$19.8K -865 -9%
TSW
344
Thompson Siegel & Walmsley
Virginia
$212K +$4.07K +178 +2%
DTL
345
Dynamic Technology Lab
Singapore
$209K +$202K +8,813 New
KRSITF
346
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$208K -$39K -1,703 -16%
WS
347
Wedbush Securities
California
$206K +$198K +8,658 New
LNWWM
348
Laird Norton Wetherby Wealth Management
California
$206K +$198K +8,666 New
CIA
349
Capital Investment Advisors
Georgia
$203K +$195K +8,540 New
CA
350
Commerzbank Aktiengesellschaft
Germany
$202K +$194K +8,500 New

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.