NiSource
372 hedge funds and large institutions have $7.76B invested in NiSource in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 122 increasing their positions, 150 reducing their positions, and 21 closing their positions.
1,229% more call options, than puts
Call options by funds: $67.6M | Put options by funds: $5.09M
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more capital invested
Capital invested by funds: $7.13B → $7.76B (+$637M)
5% more funds holding
Funds holding: 354 → 372 (+18)
0.69% more ownership
Funds ownership: 79.73% → 80.42% (+0.69%)
19% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 150
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$115M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$74.6M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$56.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$55.3M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$73.3M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$71.4M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$67M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$33.9M |
| 5 |
JP Morgan Chase
New York
|
-$33.4M |
NI Hedge Fund Activity: Q3 2013 in Review
372 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2013, worth a combined $7.76B — up 8.9% from $7.13B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new NI positions and 21 closed out — a net gain of 21 holders — while 122 added to existing stakes and 150 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $115M. The largest seller was Neuberger Berman Group, cutting an estimated $73.3M.
- 372 institutional investors held NiSource (NI) as of Q3 2013, up from 354 in Q2 2013.
- Funds reported $7.76B of NiSource stock for Q3 2013, up 8.9% quarter-over-quarter.
- 42 funds opened new NiSource positions in Q3 2013 and 21 closed out, a net change of +21 holders.
- The largest NiSource buyer in Q3 2013 was T. Rowe Price Associates, an estimated $115M added.
- The largest NiSource seller in Q3 2013 was Neuberger Berman Group, an estimated $73.3M sold.
Based on aggregated 13F filings for Q3 2013.