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444 hedge funds and large institutions have $6.44B invested in NiSource in 2017 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 160 increasing their positions, 151 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

114% more call options, than puts

Call options by funds: $6.29M | Put options by funds: $2.94M

8% more capital invested

Capital invested by funds: $5.94B → $6.44B (+$493M)

6% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 151

4% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 49

0.52% more ownership

Funds ownership: 82.7%83.22% (+0.52%)

1% less funds holding

Funds holding: 449444 (-5)

Holders
444
Holders Change
-5
Holders Change %
-1.11%
% of All Funds
11.05%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.12%
New
51
Increased
160
Reduced
151
Closed
49
Calls
$6.29M
Puts
$2.94M
Net Calls
+$3.34M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$788M -$46.5M -2,030,272 -6%
BlackRock
2
BlackRock
New York
$564M +$521M +22,768,084 +2,429%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$473M -$37.6M -1,642,655 -8%
JP Morgan Chase
4
JP Morgan Chase
New York
$415M +$165M +7,194,018 +70%
State Street
5
State Street
Massachusetts
$386M -$7.1M -310,227 -2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$194M +$103K +4,499 +0.1%
Millennium Management
7
Millennium Management
New York
$136M -$23.4M -1,021,569 -15%
Deutsche Bank
8
Deutsche Bank
Germany
$114M -$74M -3,233,831 -40%
Goldman Sachs
9
Goldman Sachs
New York
$103M -$27.5M -1,200,993 -22%
Adage Capital Partners
10
Adage Capital Partners
Massachusetts
$94.3M +$90.7M +3,963,300 New
AQR Capital Management
11
AQR Capital Management
Connecticut
$92.5M -$36.1M -1,576,993 -29%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$88.9M -$5.64M -246,663 -6%
Jennison Associates
13
Jennison Associates
New York
$88M -$12.6M -551,840 -13%
Northern Trust
14
Northern Trust
Illinois
$85.5M +$2.06M +90,217 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$75.1M +$5.6M +244,793 +8%
Norges Bank
16
Norges Bank
Norway
$71.7M -$2.64M -115,298 -4%
CBOA
17
Commonwealth Bank of Australia
Australia
$66.9M +$42.8M +1,869,160 +199%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$61.9M -$3.76M -164,346 -6%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$61.1M -$8.74M -381,907 -13%
Morgan Stanley
20
Morgan Stanley
New York
$61M +$19M +831,460 +48%
Two Sigma Investments
21
Two Sigma Investments
New York
$58.9M +$42.9M +1,874,627 +312%
Legal & General Group
22
Legal & General Group
United Kingdom
$56.5M +$711K +31,063 +1%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$55.2M +$36.4M +1,591,281 +218%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$53.8M +$5.27M +230,514 +11%
CC
25
Carlson Capital
Texas
$52.6M -$7.63M -333,655 -13%

NI Hedge Fund Activity: Q1 2017 in Review

444 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2017, worth a combined $6.44B — up 8.3% from $5.94B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new NI positions and 49 closed out — a net gain of 2 holders — while 160 added to existing stakes and 151 trimmed.

The largest buyer was BlackRock, adding an estimated $521M. The largest seller was Deutsche Bank, cutting an estimated $74M.

  • 444 institutional investors held NiSource (NI) as of Q1 2017, down from 449 in Q4 2016.
  • Funds reported $6.44B of NiSource stock for Q1 2017, up 8.3% quarter-over-quarter.
  • 51 funds opened new NiSource positions in Q1 2017 and 49 closed out, a net change of +2 holders.
  • The largest NiSource buyer in Q1 2017 was BlackRock, an estimated $521M added.
  • The largest NiSource seller in Q1 2017 was Deutsche Bank, an estimated $74M sold.

Based on aggregated 13F filings for Q1 2017.