NiSource
459 hedge funds and large institutions have $7.9B invested in NiSource in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 152 increasing their positions, 154 reducing their positions, and 46 closing their positions.
455% more call options, than puts
Call options by funds: $18.1M | Put options by funds: $3.26M
17% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 46
2.64% more ownership
Funds ownership: 91.53% → 94.16% (+2.6%)
1% more funds holding
Funds holding: 455 → 459 (+4)
1% less capital invested
Capital invested by funds: $7.97B → $7.9B (-$75.2M)
1% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 154
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$165M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$98.9M |
| 3 |
BlackRock
New York
|
+$76.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$67.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$150M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$65.4M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$34.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.7M |
NI Hedge Fund Activity: Q3 2020 in Review
459 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2020, worth a combined $7.9B — down 0.94% from $7.97B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new NI positions and 46 closed out — a net gain of 8 holders — while 152 added to existing stakes and 154 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $165M. The largest seller was Zimmer Partners, exiting entirely with an estimated $150M sold.
- 459 institutional investors held NiSource (NI) as of Q3 2020, up from 455 in Q2 2020.
- Funds reported $7.9B of NiSource stock for Q3 2020, down 0.94% quarter-over-quarter.
- 54 funds opened new NiSource positions in Q3 2020 and 46 closed out, a net change of +8 holders.
- The largest NiSource buyer in Q3 2020 was Citadel Advisors, an estimated $165M added.
- The largest NiSource seller in Q3 2020 was Zimmer Partners, an estimated $150M sold.
Based on aggregated 13F filings for Q3 2020.