NiSource
454 hedge funds and large institutions have $6.49B invested in NiSource in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 148 reducing their positions, and 40 closing their positions.
44% more call options, than puts
Call options by funds: $6.45M | Put options by funds: $4.49M
33% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 40
10% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 148
2% more funds holding
Funds holding: 446 → 454 (+8)
0.24% more ownership
Funds ownership: 83.57% → 83.81% (+0.24%)
9% less capital invested
Capital invested by funds: $7.16B → $6.49B (-$677M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$68.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.4M |
| 3 |
Millennium Management
New York
|
+$49.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$42.6M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$95.7M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$66.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.6M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$36.7M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$22.3M |
NI Hedge Fund Activity: Q3 2016 in Review
454 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2016, worth a combined $6.49B — down 9.4% from $7.16B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new NI positions and 40 closed out — a net gain of 13 holders — while 163 added to existing stakes and 148 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $68.5M. The largest seller was Deutsche Bank, cutting an estimated $95.7M.
- 454 institutional investors held NiSource (NI) as of Q3 2016, up from 446 in Q2 2016.
- Funds reported $6.49B of NiSource stock for Q3 2016, down 9.4% quarter-over-quarter.
- 53 funds opened new NiSource positions in Q3 2016 and 40 closed out, a net change of +13 holders.
- The largest NiSource buyer in Q3 2016 was Goldman Sachs, an estimated $68.5M added.
- The largest NiSource seller in Q3 2016 was Deutsche Bank, an estimated $95.7M sold.
Based on aggregated 13F filings for Q3 2016.