NiSource
446 hedge funds and large institutions have $7.11B invested in NiSource in 2016 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 159 increasing their positions, 135 reducing their positions, and 48 closing their positions.
46% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 48
18% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 135
13% more capital invested
Capital invested by funds: $6.27B → $7.11B (+$839M)
4% more funds holding
Funds holding: 429 → 446 (+17)
1% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $12.5M
0.12% more ownership
Funds ownership: 83.36% → 83.49% (+0.12%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$50.1M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$27M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$21.1M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.1M |
| 2 |
JP Morgan Chase
New York
|
-$29.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.9M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$18.3M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$17.4M |
NI Hedge Fund Activity: Q2 2016 in Review
446 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2016, worth a combined $7.11B — up 13% from $6.27B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new NI positions and 48 closed out — a net gain of 22 holders — while 159 added to existing stakes and 135 trimmed.
The largest buyer was Vanguard Group, adding an estimated $87.7M. The largest seller was Fidelity Investments, cutting an estimated $36.1M.
- 446 institutional investors held NiSource (NI) as of Q2 2016, up from 429 in Q1 2016.
- Funds reported $7.11B of NiSource stock for Q2 2016, up 13% quarter-over-quarter.
- 70 funds opened new NiSource positions in Q2 2016 and 48 closed out, a net change of +22 holders.
- The largest NiSource buyer in Q2 2016 was Vanguard Group, an estimated $87.7M added.
- The largest NiSource seller in Q2 2016 was Fidelity Investments, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2016.