NiSource
401 hedge funds and large institutions have $5.2B invested in NiSource in 2015 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 44 closing their positions.
1,811% more call options, than puts
Call options by funds: $33M | Put options by funds: $1.73M
52% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 44
5% more funds holding
Funds holding: 383 → 401 (+18)
4% more capital invested
Capital invested by funds: $4.98B → $5.2B (+$215M)
3% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 126
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.91% less ownership
Funds ownership: 84.52% → 83.61% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.9M |
| 2 |
JP Morgan Chase
New York
|
+$53M |
| 3 |
Goldman Sachs
New York
|
+$50.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$49.1M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$44.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$76M |
| 2 |
Millennium Management
New York
|
-$70.1M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$59.2M |
| 4 |
ZP
Zimmer Partners
New York
|
-$53.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$46.6M |
NI Hedge Fund Activity: Q4 2015 in Review
401 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2015, worth a combined $5.2B — up 4.3% from $4.98B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new NI positions and 44 closed out — a net gain of 23 holders — while 130 added to existing stakes and 126 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $55.9M. The largest seller was Adage Capital Partners, cutting an estimated $76M.
- 401 institutional investors held NiSource (NI) as of Q4 2015, up from 383 in Q3 2015.
- Funds reported $5.2B of NiSource stock for Q4 2015, up 4.3% quarter-over-quarter.
- 67 funds opened new NiSource positions in Q4 2015 and 44 closed out, a net change of +23 holders.
- The largest NiSource buyer in Q4 2015 was AQR Capital Management, an estimated $55.9M added.
- The largest NiSource seller in Q4 2015 was Adage Capital Partners, an estimated $76M sold.
Based on aggregated 13F filings for Q4 2015.