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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
Victory Capital Management
26
Victory Capital Management
Texas
$50.7M -$9.68M -423,171 -17%
DPIM
27
Duff & Phelps Investment Management
Illinois
$50.5M -$894K -39,065 -2%
WHRC
28
W.H. Reaves & Co
New Jersey
$50.4M +$8.57M +374,415 +21%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$48.9M +$32.1M +1,404,913 +216%
Franklin Resources
30
Franklin Resources
California
$48M +$23K +1,004 +0%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$47.1M +$1.14M +50,001 +3%
BC
32
Brookfield Corp
Ontario, Canada
$46.9M -$13.8M -602,700 -23%
Renaissance Technologies
33
Renaissance Technologies
New York
$45.1M -$1.24M -54,400 -3%
Prudential Financial
34
Prudential Financial
New Jersey
$41.1M +$29.2M +1,275,260 +282%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$40.9M +$312K +13,641 +0.8%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$40.7M +$434K +18,985 +1%
First Trust Advisors
37
First Trust Advisors
Illinois
$39.9M +$21.6M +942,746 +128%
MBA
38
Maple-Brown Abbott
Australia
$39M +$14.8M +648,846 +65%
SAC
39
Smith Affiliated Capital
New York
$38.1M
Citadel Advisors
40
Citadel Advisors
Florida
$37.9M +$28.5M +1,247,215 +360%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.8M +$1.65M +72,214 +5%
HAI
42
Hennessy Advisors Inc
California
$37.6M +$1.04M +45,500 +3%
JHIU
43
Janus Henderson Investors US
Colorado
$37.5M -$62M -2,709,415 -63%
GC
44
Guggenheim Capital
Illinois
$35.3M -$1.58M -68,844 -4%
Macquarie Group
45
Macquarie Group
Australia
$31.6M +$68.6K +3,000 +0.2%
Charles Schwab
46
Charles Schwab
California
$31.5M +$1.18M +51,369 +4%
TCA
47
Tortoise Capital Advisors
Kansas
$30.8M +$1.97M +86,146 +7%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$29M +$288K +12,599 +1%
Swiss National Bank
49
Swiss National Bank
Switzerland
$27.2M +$5.83M +254,600 +29%
TA
50
Teachers Advisors
New York
$26.3M -$15.5M -676,038 -38%

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.