NiSource
467 hedge funds and large institutions have $8.2B invested in NiSource in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 170 reducing their positions, and 55 closing their positions.
440% more call options, than puts
Call options by funds: $16.9M | Put options by funds: $3.14M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 55
2% more funds holding
Funds holding: 460 → 467 (+7)
3% more capital invested
Capital invested by funds: $7.93B → $8.2B (+$268M)
0.81% less ownership
Funds ownership: 94.15% → 93.34% (-0.81%)
18% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$114M |
| 2 |
BlackRock
New York
|
+$106M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$104M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$44.5M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$156M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$140M |
| 3 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$93.8M |
| 4 |
Jennison Associates
New York
|
-$41.1M |
| 5 |
Goldman Sachs
New York
|
-$37.9M |
NI Hedge Fund Activity: Q4 2020 in Review
467 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2020, worth a combined $8.2B — up 3.4% from $7.93B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new NI positions and 55 closed out — a net gain of 16 holders — while 139 added to existing stakes and 170 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $114M. The largest seller was Citadel Advisors, cutting an estimated $156M.
- 467 institutional investors held NiSource (NI) as of Q4 2020, up from 460 in Q3 2020.
- Funds reported $8.2B of NiSource stock for Q4 2020, up 3.4% quarter-over-quarter.
- 71 funds opened new NiSource positions in Q4 2020 and 55 closed out, a net change of +16 holders.
- The largest NiSource buyer in Q4 2020 was Deutsche Bank, an estimated $114M added.
- The largest NiSource seller in Q4 2020 was Citadel Advisors, an estimated $156M sold.
Based on aggregated 13F filings for Q4 2020.