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478 hedge funds and large institutions have $7.53B invested in NiSource in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 127 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $9.79M | Put options by funds: $3.41M

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

43% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 127

7% more funds holding

Funds holding: 446478 (+32)

1.43% more ownership

Funds ownership: 85.73%87.15% (+1.4%)

5% more capital invested

Capital invested by funds: $7.19B → $7.53B (+$345M)

Holders
478
Holders Change
+32
Holders Change %
+7.17%
% of All Funds
10.84%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
74
Increased
182
Reduced
127
Closed
40
Calls
$9.79M
Puts
$3.41M
Net Calls
+$6.38M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$927M +$42.4M +1,596,784 +5%
BlackRock
2
BlackRock
New York
$636M +$29M +1,093,752 +5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$627M +$19.9M +748,077 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$522M +$29.1M +1,096,536 +6%
State Street
5
State Street
Massachusetts
$413M +$6.65M +250,417 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$235M -$10.8M -405,682 -4%
ZP
7
Zimmer Partners
New York
$218M -$53.1M -1,999,900 -19%
Deutsche Bank
8
Deutsche Bank
Germany
$192M -$32.4M -1,219,947 -14%
Citadel Advisors
9
Citadel Advisors
Florida
$125M +$49.9M +1,879,557 +63%
Northern Trust
10
Northern Trust
Illinois
$102M +$4.73M +178,185 +5%
Millennium Management
11
Millennium Management
New York
$92.2M +$26.5M +999,678 +39%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$91.2M +$6.22M +234,175 +7%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$89.9M -$4.84M -182,393 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$89.4M -$1.55M -58,244 -2%
MBA
15
Maple-Brown Abbott
Australia
$88.6M +$24.7M +930,314 +37%
CBOA
16
Commonwealth Bank of Australia
Australia
$88.5M +$2.56M +96,504 +3%
Invesco
17
Invesco
Georgia
$86.6M +$66.7M +2,511,377 +292%
Jennison Associates
18
Jennison Associates
New York
$83.5M -$12.1M -454,075 -12%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$73.1M -$11M -415,539 -13%
Goldman Sachs
20
Goldman Sachs
New York
$71.5M -$15.2M -573,382 -17%
Legal & General Group
21
Legal & General Group
United Kingdom
$69.8M +$2.77M +104,451 +4%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$68.6M +$4.21M +158,545 +6%
Franklin Resources
23
Franklin Resources
California
$68.1M +$16.8M +634,000 +31%
Morgan Stanley
24
Morgan Stanley
New York
$65.4M +$36M +1,354,703 +114%
DPIM
25
Duff & Phelps Investment Management
Illinois
$63.1M +$8.99M +338,525 +16%

NI Hedge Fund Activity: Q4 2017 in Review

478 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2017, worth a combined $7.53B — up 4.8% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new NI positions and 40 closed out — a net gain of 34 holders — while 182 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $66.7M. The largest seller was Zimmer Partners, cutting an estimated $53.1M.

  • 478 institutional investors held NiSource (NI) as of Q4 2017, up from 446 in Q3 2017.
  • Funds reported $7.53B of NiSource stock for Q4 2017, up 4.8% quarter-over-quarter.
  • 74 funds opened new NiSource positions in Q4 2017 and 40 closed out, a net change of +34 holders.
  • The largest NiSource buyer in Q4 2017 was Invesco, an estimated $66.7M added.
  • The largest NiSource seller in Q4 2017 was Zimmer Partners, an estimated $53.1M sold.

Based on aggregated 13F filings for Q4 2017.