NiSource
446 hedge funds and large institutions have $7.19B invested in NiSource in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 175 increasing their positions, 144 reducing their positions, and 41 closing their positions.
283% more call options, than puts
Call options by funds: $6.72M | Put options by funds: $1.76M
22% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 144
2.43% more ownership
Funds ownership: 83.29% → 85.73% (+2.4%)
5% more capital invested
Capital invested by funds: $6.88B → $7.19B (+$311M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 41
1% less funds holding
Funds holding: 451 → 446 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$264M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$101M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$46.5M |
| 4 |
Cohen & Steers
New York
|
+$29.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$49.2M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$39.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$33.7M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$31.6M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$27.5M |
NI Hedge Fund Activity: Q3 2017 in Review
446 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2017, worth a combined $7.19B — up 4.5% from $6.88B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of NI and 39 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 175 added.
The largest buyer was Zimmer Partners, adding an estimated $264M. The largest seller was Brookfield Corp, exiting entirely with an estimated $49.2M sold.
- 446 institutional investors held NiSource (NI) as of Q3 2017, down from 451 in Q2 2017.
- Funds reported $7.19B of NiSource stock for Q3 2017, up 4.5% quarter-over-quarter.
- 39 funds opened new NiSource positions in Q3 2017 and 41 closed out, a net change of -2 holders.
- The largest NiSource buyer in Q3 2017 was Zimmer Partners, an estimated $264M added.
- The largest NiSource seller in Q3 2017 was Brookfield Corp, an estimated $49.2M sold.
Based on aggregated 13F filings for Q3 2017.