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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$14.4M +$536K +23,408 +4%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$14.4M -$2.44M -106,800 -15%
MPAM
78
Monarch Partners Asset Management
Massachusetts
$14.4M +$10M +436,960 +260%
BC
79
Blackstart Capital
New York
$13.4M +$6.38M +278,851 +98%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$12.6M -$15K -656 -0.1%
EIP
81
Energy Income Partners
Connecticut
$12.6M +$619K +27,068 +5%
SG Americas Securities
82
SG Americas Securities
New York
$12.4M +$6.25M +273,027 +111%
PI
83
Putnam Investments
Massachusetts
$12.2M +$1.15M +50,423 +11%
Citigroup
84
Citigroup
New York
$11.9M +$7.86M +343,638 +219%
EIP
85
Epoch Investment Partners
New York
$11.9M +$9.39M +410,313 +457%
Principal Financial Group
86
Principal Financial Group
Iowa
$11.8M +$192K +8,402 +2%
USAA
87
United Services Automobile Association
Texas
$11.7M -$601K -26,281 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
88
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.1M -$190K -8,320 -2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$11.1M +$32K +1,400 +0.3%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$10.8M +$578K +25,271 +6%
Ameriprise
91
Ameriprise
Minnesota
$10.5M +$2.6M +113,613 +35%
WI
92
Wafra Inc
New York
$10.4M +$9.99M +436,631 New
BBP
93
Banco BTG Pactual
Brazil
$10.4M +$9.98M +436,000 New
HSBC Holdings
94
HSBC Holdings
United Kingdom
$9.59M +$56.7K +2,476 +0.6%
GF
95
Gabelli Funds
New York
$9.56M
Verition Fund Management
96
Verition Fund Management
Connecticut
$9.36M +$4.49M +196,415 +100%
OTPPB
97
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.88M +$699K +30,569 +10%
First Manhattan
98
First Manhattan
New York
$7.77M -$94.2K -4,115 -1%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$6.76M +$201K +8,779 +3%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$6.5M +$2.81M +122,729 +82%

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.