NiSource
404 hedge funds and large institutions have $10.2B invested in NiSource in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 150 reducing their positions, and 29 closing their positions.
482% more call options, than puts
Call options by funds: $125M | Put options by funds: $21.4M
17% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 29
15% more capital invested
Capital invested by funds: $8.84B → $10.2B (+$1.34B)
7.5% more ownership
Funds ownership: 201.75% → 209.26% (+7.5%)
0% more funds holding
Funds holding: 403 → 404 (+1)
3% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 150
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$191M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$85.3M |
| 3 |
State Street
Boston,
Massachusetts
|
+$81.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$81.3M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$95.5M |
| 2 |
Millennium Management
New York
|
-$58.9M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$42.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$41.7M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$30.3M |
NI Hedge Fund Activity: Q2 2014 in Review
404 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2014, worth a combined $10.2B — up 15% from $8.84B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new NI positions and 29 closed out — a net gain of 5 holders — while 145 added to existing stakes and 150 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $95.5M.
- 404 institutional investors held NiSource (NI) as of Q2 2014, up from 403 in Q1 2014.
- Funds reported $10.2B of NiSource stock for Q2 2014, up 15% quarter-over-quarter.
- 34 funds opened new NiSource positions in Q2 2014 and 29 closed out, a net change of +5 holders.
- The largest NiSource buyer in Q2 2014 was Deutsche Bank, an estimated $191M added.
- The largest NiSource seller in Q2 2014 was JP Morgan Chase, an estimated $95.5M sold.
Based on aggregated 13F filings for Q2 2014.