We are live on ! Find out more

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
LNB
401
Ledyard National Bank
$12K +$11.9K +522 New
EA
402
Edge Advisors
Georgia
$11K -$1.51K -66 -12%
CFS
403
Commonwealth Financial Services
West Virginia
$11K
BC
404
Bartlett & Co
Ohio
$10K
CHC
405
City Holding Co
West Virginia
$10K
WT
406
Whittier Trust
California
$9K +$3.82K +167 +77%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$8.85K -$1.72K -75 -17%
AIM
408
Anchor Investment Management
South Carolina
$8.37K -$1.44K -63 -15%
IP
409
Isthmus Partners
Wisconsin
$8K
PMFA
410
Plante Moran Financial Advisors
Michigan
$8K
RFA
411
Reilly Financial Advisors
California
$8K +$7.69K +336 New
M
412
MOTCO
Texas
$7K
OC
413
Oakworth Capital
Alabama
$7K
PWM
414
Perigon Wealth Management
California
$7K +$1.85K +81 +42%
PCP
415
Proficio Capital Partners
Massachusetts
$7K +$2.24K +98 +53%
DSI
416
Daiwa SB Investments
Japan
$7K +$2.97K +130 +72%
TG
417
TLP Group
Illinois
$7K +$6.86K +300 New
TRCT
418
Tower Research Capital (TRC)
New York
$6K -$127K -5,556 -96%
GI
419
Gradient Investments
Minnesota
$5K
WA
420
WealthTrust-Arizona
Arizona
$5K +$46 +2 +1%
HT
421
Heritage Trust
Oklahoma
$5K +$4.58K +200 New
WIM
422
Westside Investment Management
California
$4.8K
ZB
423
Zions Bancorporation
Utah
$4K -$160 -7 -3%
AC
424
Alexandria Capital
Virginia
$4K
TFO
425
Tarbox Family Office
California
$4K

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.