NiSource
422 hedge funds and large institutions have $10.4B invested in NiSource in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 142 increasing their positions, 170 reducing their positions, and 19 closing their positions.
838% more call options, than puts
Call options by funds: $161M | Put options by funds: $17.2M
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
4% more funds holding
Funds holding: 404 → 422 (+18)
2% more capital invested
Capital invested by funds: $10.2B → $10.4B (+$221M)
3.51% less ownership
Funds ownership: 209.26% → 205.75% (-3.5%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$161M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$122M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$37.5M |
| 4 |
ZP
Zimmer Partners
New York
|
+$37.3M |
| 5 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$88.1M |
| 2 |
Millennium Management
New York
|
-$75.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$68.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$57.5M |
| 5 |
JP Morgan Chase
New York
|
-$33M |
NI Hedge Fund Activity: Q3 2014 in Review
422 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2014, worth a combined $10.4B — up 2.2% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new NI positions and 19 closed out — a net gain of 20 holders — while 142 added to existing stakes and 170 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $161M. The largest seller was Norges Bank, cutting an estimated $88.1M.
- 422 institutional investors held NiSource (NI) as of Q3 2014, up from 404 in Q2 2014.
- Funds reported $10.4B of NiSource stock for Q3 2014, up 2.2% quarter-over-quarter.
- 39 funds opened new NiSource positions in Q3 2014 and 19 closed out, a net change of +20 holders.
- The largest NiSource buyer in Q3 2014 was Deutsche Bank, an estimated $161M added.
- The largest NiSource seller in Q3 2014 was Norges Bank, an estimated $88.1M sold.
Based on aggregated 13F filings for Q3 2014.