NiSource
486 hedge funds and large institutions have $8.78B invested in NiSource in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 186 increasing their positions, 145 reducing their positions, and 45 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
49% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 45
44% more call options, than puts
Call options by funds: $14.3M | Put options by funds: $9.93M
28% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 145
7% more capital invested
Capital invested by funds: $8.21B → $8.78B (+$569M)
4% more funds holding
Funds holding: 466 → 486 (+20)
0.33% less ownership
Funds ownership: 93.35% → 93.03% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$68.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$68.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$41.8M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$39.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$57.3M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$57.1M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$56.9M |
| 4 |
Barclays
London,
United Kingdom
|
-$35.2M |
| 5 |
Morgan Stanley
New York
|
-$30.5M |
NI Hedge Fund Activity: Q1 2021 in Review
486 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2021, worth a combined $8.78B — up 6.9% from $8.21B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new NI positions and 45 closed out — a net gain of 22 holders — while 186 added to existing stakes and 145 trimmed.
The largest buyer was BlackRock, adding an estimated $68.8M. The largest seller was Massachusetts Financial Services, cutting an estimated $57.3M.
- 486 institutional investors held NiSource (NI) as of Q1 2021, up from 466 in Q4 2020.
- Funds reported $8.78B of NiSource stock for Q1 2021, up 6.9% quarter-over-quarter.
- 67 funds opened new NiSource positions in Q1 2021 and 45 closed out, a net change of +22 holders.
- The largest NiSource buyer in Q1 2021 was BlackRock, an estimated $68.8M added.
- The largest NiSource seller in Q1 2021 was Massachusetts Financial Services, an estimated $57.3M sold.
Based on aggregated 13F filings for Q1 2021.