NiSource
428 hedge funds and large institutions have $11.4B invested in NiSource in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 160 reducing their positions, and 38 closing their positions.
875% more call options, than puts
Call options by funds: $101M | Put options by funds: $10.4M
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
6% more capital invested
Capital invested by funds: $10.7B → $11.4B (+$651M)
3.54% more ownership
Funds ownership: 204.83% → 208.36% (+3.5%)
0% less funds holding
Funds holding: 430 → 428 (-2)
5% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$170M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$120M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.8M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$72M |
| 5 |
HCM
Hitchwood Capital Management
New York
|
+$56.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$162M |
| 2 |
ZP
Zimmer Partners
New York
|
-$73.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$66.4M |
| 4 |
Morgan Stanley
New York
|
-$51.6M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$46.4M |
NI Hedge Fund Activity: Q1 2015 in Review
428 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2015, worth a combined $11.4B — up 6.1% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new NI positions and 38 closed out — a net gain of 4 holders — while 152 added to existing stakes and 160 trimmed.
The largest buyer was Millennium Management, adding an estimated $170M. The largest seller was Deutsche Bank, cutting an estimated $162M.
- 428 institutional investors held NiSource (NI) as of Q1 2015, down from 430 in Q4 2014.
- Funds reported $11.4B of NiSource stock for Q1 2015, up 6.1% quarter-over-quarter.
- 42 funds opened new NiSource positions in Q1 2015 and 38 closed out, a net change of +4 holders.
- The largest NiSource buyer in Q1 2015 was Millennium Management, an estimated $170M added.
- The largest NiSource seller in Q1 2015 was Deutsche Bank, an estimated $162M sold.
Based on aggregated 13F filings for Q1 2015.