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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
CAW
376
Cornerstone Advisors (Washington)
Washington
$36K
WAM
377
Wealthspire Advisors (Maryland)
Maryland
$33K +$1.58K +69 +5%
GLI
378
Guardian Life Insurance
New York
$30K +$206 +9 +0.7%
CTC
379
Central Trust Company
Missouri
$25K +$1.72K +75 +8%
CPA
380
Clear Perspective Advisors
Illinois
$24K
PSUF
381
People's United Financial
Connecticut
$24K
PA
382
Parallel Advisors
California
$24K +$7.92K +346 +54%
WB
383
Webster Bank
Connecticut
$23K
GWA
384
Guidant Wealth Advisors
Illinois
$21K
RIM
385
Rampart Investment Management
Connecticut
$21K +$20.2K +883 New
IUHSA
386
Itau Unibanco Holding S.A.
Brazil
$21K +$20.6K +900 New
MA
387
MUFG Americas
New York
$20K
National Pension Service
388
National Pension Service
South Korea
$20K
KF
389
Krilogy Financial
Missouri
$19K
MFW
390
Mosaic Family Wealth
Missouri
$19K
QAM
391
QCI Asset Management
New York
$19K
FPFS
392
First Personal Financial Services
North Carolina
$17K
JCM
393
Jacobi Capital Management
Pennsylvania
$17K
WOC
394
West Oak Capital
California
$16K +$15.4K +671 New
EFSCE
395
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
GAM
396
Gemmer Asset Management
California
$15K
SWA
397
Sutton Wealth Advisors
Florida
$14.4K
CIA
398
ClearBridge Investments (Australia)
Australia
$14K +$6.2K +271 +94%
PCTC
399
Perkins Coie Trust Company
Washington
$12K
NSIM
400
North Star Investment Management
Illinois
$12K +$11.4K +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.