NiSource
449 hedge funds and large institutions have $5.91B invested in NiSource in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 159 reducing their positions, and 61 closing their positions.
21% more call options, than puts
Call options by funds: $4.7M | Put options by funds: $3.9M
2% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 61
4% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 159
1.08% less ownership
Funds ownership: 83.81% → 82.73% (-1.1%)
1% less funds holding
Funds holding: 455 → 449 (-6)
9% less capital invested
Capital invested by funds: $6.51B → $5.91B (-$597M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$56.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$47.7M |
| 3 |
Renaissance Technologies
New York
|
+$40.1M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$29.9M |
| 5 |
D.E. Shaw & Co
New York
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$120M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$111M |
| 3 |
Goldman Sachs
New York
|
-$58.3M |
| 4 |
Bank of New York Mellon
New York
|
-$40.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32.6M |
NI Hedge Fund Activity: Q4 2016 in Review
449 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2016, worth a combined $5.91B — down 9.2% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new NI positions and 61 closed out — a net gain of 1 holder — while 153 added to existing stakes and 159 trimmed.
The largest buyer was Carlson Capital, opening a new position worth an estimated $56.6M. The largest seller was Deutsche Bank, cutting an estimated $120M.
- 449 institutional investors held NiSource (NI) as of Q4 2016, down from 455 in Q3 2016.
- Funds reported $5.91B of NiSource stock for Q4 2016, down 9.2% quarter-over-quarter.
- 62 funds opened new NiSource positions in Q4 2016 and 61 closed out, a net change of +1 holder.
- The largest NiSource buyer in Q4 2016 was Carlson Capital, an estimated $56.6M added.
- The largest NiSource seller in Q4 2016 was Deutsche Bank, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2016.