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478 hedge funds and large institutions have $10.1B invested in NiSource in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 190 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $7.15M | Put options by funds: $3.85M

33% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 143

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $8.75B → $10.1B (+$1.36B)

1.13% more ownership

Funds ownership: 93.84%94.97% (+1.1%)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

1% less funds holding

Funds holding: 482478 (-4)

Holders
478
Holders Change
-4
Holders Change %
-0.83%
% of All Funds
10.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
47
Increased
190
Reduced
143
Closed
47
Calls
$7.15M
Puts
$3.85M
Net Calls
+$3.3M
Net Calls Change
-$703K
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
226
1ST Source Bank
Indiana
$842K +$14.2K +526 +2%
PA
227
Profund Advisors
Maryland
$825K -$166K -6,149 -18%
CL
228
CPWM LLC
Washington
$819K
DekaBank Deutsche Girozentrale
229
DekaBank Deutsche Girozentrale
Germany
$809K -$59.8K -2,218 -7%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$808K +$34.7K +1,288 +5%
OWD
231
Osborn Williams & Donohoe
Ohio
$789K +$759K +28,145 New
HighTower Advisors
232
HighTower Advisors
Illinois
$787K -$4.15K -154 -0.6%
SC
233
Sasco Capital
Connecticut
$781K -$188K -6,990 -20%
PTC
234
Private Trust Company
Ohio
$761K
WBC
235
Westpac Banking Corp
Australia
$755K
M&T Bank
236
M&T Bank
New York
$742K +$15.1K +561 +2%
BNP Paribas Asset Management
237
BNP Paribas Asset Management
France
$736K -$69.3K -2,572 -9%
CGH
238
Crossmark Global Holdings
Texas
$725K +$18.9K +700 +3%
OAC
239
OMERS Administration Corp
Ontario, Canada
$725K +$658K +24,400 New
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$706K +$8.01K +297 +1%
CIA
241
CSat Investment Advisory
Michigan
$698K -$52.9K -1,962 -7%
II
242
IFM Investors
Australia
$686K
WAM
243
World Asset Management
Michigan
$674K +$63.1K +2,339 +11%
William Blair & Company
244
William Blair & Company
Illinois
$647K -$16K -595 -3%
Allianz Asset Management
245
Allianz Asset Management
Germany
$645K +$188K +6,973 +45%
II
246
Inspire Investing
Idaho
$637K +$172K +6,382 +40%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$624K +$52.8K +1,958 +10%
PNC
248
Park National Corp
Ohio
$622K -$111K -4,109 -16%
TAM
249
Tyers Asset Management
Texas
$621K +$112K +4,144 +24%
CCM
250
Cohen Capital Management
California
$608K

NI Hedge Fund Activity: Q1 2019 in Review

478 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2019, worth a combined $10.1B — up 16% from $8.75B a quarter earlier.

Fund positioning in NI was balanced in Q1 2019: 47 funds opened new positions, 47 closed out, 190 added to existing stakes and 143 trimmed.

The largest buyer was Invesco, adding an estimated $94.8M. The largest seller was Millennium Management, cutting an estimated $109M.

  • 478 institutional investors held NiSource (NI) as of Q1 2019, down from 482 in Q4 2018.
  • Funds reported $10.1B of NiSource stock for Q1 2019, up 16% quarter-over-quarter.
  • 47 funds opened new NiSource positions in Q1 2019 and 47 closed out, a net change of 0 holders.
  • The largest NiSource buyer in Q1 2019 was Invesco, an estimated $94.8M added.
  • The largest NiSource seller in Q1 2019 was Millennium Management, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2019.