NiSource
430 hedge funds and large institutions have $10.7B invested in NiSource in 2014 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 141 increasing their positions, 171 reducing their positions, and 32 closing their positions.
660% more call options, than puts
Call options by funds: $85.5M | Put options by funds: $11.2M
41% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 32
2% more funds holding
Funds holding: 422 → 430 (+8)
3% more capital invested
Capital invested by funds: $10.4B → $10.7B (+$329M)
0.92% less ownership
Funds ownership: 205.75% → 204.83% (-0.92%)
18% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 171
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$283M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$146M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$41.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$152M |
| 2 |
JP Morgan Chase
New York
|
-$61.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$49.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$47.9M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$45.1M |
NI Hedge Fund Activity: Q4 2014 in Review
430 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2014, worth a combined $10.7B — up 3.2% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new NI positions and 32 closed out — a net gain of 13 holders — while 141 added to existing stakes and 171 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $283M. The largest seller was T. Rowe Price Associates, cutting an estimated $152M.
- 430 institutional investors held NiSource (NI) as of Q4 2014, up from 422 in Q3 2014.
- Funds reported $10.7B of NiSource stock for Q4 2014, up 3.2% quarter-over-quarter.
- 45 funds opened new NiSource positions in Q4 2014 and 32 closed out, a net change of +13 holders.
- The largest NiSource buyer in Q4 2014 was Fidelity Investments, an estimated $283M added.
- The largest NiSource seller in Q4 2014 was T. Rowe Price Associates, an estimated $152M sold.
Based on aggregated 13F filings for Q4 2014.