NiSource
495 hedge funds and large institutions have $9.69B invested in NiSource in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 181 increasing their positions, 147 reducing their positions, and 56 closing their positions.
598% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $250K
45% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 56
23% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 147
3% more funds holding
Funds holding: 480 → 495 (+15)
1.07% more ownership
Funds ownership: 92.15% → 93.22% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less capital invested
Capital invested by funds: $10.3B → $9.69B (-$599M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Newport Trust Company
Washington,
District of Columbia
|
+$234M |
| 2 |
D.E. Shaw & Co
New York
|
+$70.2M |
| 3 |
Millennium Management
New York
|
+$63.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$56.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$221M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$170M |
| 3 |
JP Morgan Chase
New York
|
-$156M |
| 4 |
BPSG
Brookfield Public Securities Group
New York
|
-$127M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$56.1M |
NI Hedge Fund Activity: Q4 2019 in Review
495 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2019, worth a combined $9.69B — down 5.8% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new NI positions and 56 closed out — a net gain of 25 holders — while 181 added to existing stakes and 147 trimmed.
The largest buyer was Newport Trust Company, opening a new position worth an estimated $234M. The largest seller was Zimmer Partners, cutting an estimated $221M.
- 495 institutional investors held NiSource (NI) as of Q4 2019, up from 480 in Q3 2019.
- Funds reported $9.69B of NiSource stock for Q4 2019, down 5.8% quarter-over-quarter.
- 81 funds opened new NiSource positions in Q4 2019 and 56 closed out, a net change of +25 holders.
- The largest NiSource buyer in Q4 2019 was Newport Trust Company, an estimated $234M added.
- The largest NiSource seller in Q4 2019 was Zimmer Partners, an estimated $221M sold.
Based on aggregated 13F filings for Q4 2019.