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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
Cohen & Steers
51
Cohen & Steers
New York
$25.6M +$39K +1,704 +0.2%
Invesco
52
Invesco
Georgia
$25.2M -$55.7M -2,434,046 -70%
N
53
Nuveen
North Carolina
$24.7M -$23M -1,006,809 -49%
UBS AM
54
UBS AM
Illinois
$24.7M +$3.31M +144,730 +16%
Wells Fargo
55
Wells Fargo
California
$23.7M +$2.87M +125,247 +14%
PAM
56
Panagora Asset Management
Massachusetts
$23.4M +$807K +35,281 +4%
Bank of America
57
Bank of America
North Carolina
$23.1M +$6.51M +284,702 +42%
RP
58
Reinhart Partners
Wisconsin
$23M +$7.09M +309,837 +47%
Canada Pension Plan Investment Board
59
Canada Pension Plan Investment Board
Ontario, Canada
$21.9M +$10.2M +444,700 +93%
TCIM
60
TIAA CREF Investment Management
New York
$21.9M -$10.2M -444,663 -33%
PPA
61
Parametric Portfolio Associates
Washington
$21.4M -$586K -25,606 -3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$21.4M -$4.13M -180,693 -17%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$21.2M -$1.46M -63,760 -7%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$20.4M -$420K -18,340 -2%
Asset Management One
65
Asset Management One
Japan
$20.1M +$6.15M +268,730 +46%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$19.6M +$2.68M +117,241 +17%
ACA
67
Anchor Capital Advisors
Massachusetts
$19.4M -$65.3K -2,853 -0.3%
BSPF
68
British Steel Pension Fund
United Kingdom
$19.1M
Bessemer Group
69
Bessemer Group
New Jersey
$18.4M +$20.5K +896 +0.1%
Federated Hermes
70
Federated Hermes
Pennsylvania
$17.1M +$2.52M +110,301 +18%
CS
71
Credit Suisse
Switzerland
$16.4M +$1.1M +47,874 +7%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$16.3M +$161K +7,017 +1%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$16.2M +$4.22M +184,400 +37%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$15.7M -$664K -29,000 -4%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$15.5M +$1.52M +66,298 +11%

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.