NiSource
382 hedge funds and large institutions have $4.87B invested in NiSource in 2015 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 25 increasing their positions, 306 reducing their positions, and 125 closing their positions.
1,470% more call options, than puts
Call options by funds: $44.4M | Put options by funds: $2.83M
17% less funds holding
Funds holding: 459 → 382 (-77)
57% less capital invested
Capital invested by funds: $11.3B → $4.87B (-$6.44B)
59% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 125
75% less funds holding in top 10
Funds holding in top 10: 12 → 3 (-9)
92% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 306
119.6% less ownership
Funds ownership: 202.91% → 83.3% (-120%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$61.7M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
+$43.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$30.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$29.4M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$696M |
| 2 |
JP Morgan Chase
New York
|
-$552M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$513M |
| 4 |
State Street
Boston,
Massachusetts
|
-$404M |
| 5 |
Neuberger Berman Group
New York
|
-$274M |
NI Hedge Fund Activity: Q3 2015 in Review
382 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2015, worth a combined $4.87B — down 57% from $11.3B a quarter earlier.
Sellers outnumbered buyers: 125 funds closed out of NI and 51 opened new positions — a net loss of 74 holders — while 306 trimmed existing stakes and 25 added.
The largest buyer was Citigroup, adding an estimated $61.7M. The largest seller was Vanguard Group, cutting an estimated $696M.
- 382 institutional investors held NiSource (NI) as of Q3 2015, down from 459 in Q2 2015.
- Funds reported $4.87B of NiSource stock for Q3 2015, down 57% quarter-over-quarter.
- 51 funds opened new NiSource positions in Q3 2015 and 125 closed out, a net change of -74 holders.
- The largest NiSource buyer in Q3 2015 was Citigroup, an estimated $61.7M added.
- The largest NiSource seller in Q3 2015 was Vanguard Group, an estimated $696M sold.
Based on aggregated 13F filings for Q3 2015.