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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
LPL Financial
251
LPL Financial
California
$607K -$42.8K -1,586 -7%
TF
252
TIAA FSB
Florida
$597K -$36.9K -1,370 -6%
ZCA
253
Zeke Capital Advisors
Pennsylvania
$587K +$431 +16 +0.1%
JWM
254
Jackson Wealth Management
Florida
$575K +$15.7K +581 +3%
SACTSONJ
255
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$573K
LSERS
256
Louisiana State Employees Retirement System
Louisiana
$565K +$16.2K +600 +3%
Man Group
257
Man Group
United Kingdom
$564K +$530K +19,666 New
SIM
258
Sentry Investment Management
Wisconsin
$561K -$46.8K -1,735 -8%
First Trust Advisors
259
First Trust Advisors
Illinois
$551K -$6.13M -227,535 -92%
Skandinaviska Enskilda Banken (SEB)
260
Skandinaviska Enskilda Banken (SEB)
Sweden
$536K -$5.39K -200 -1%
OI
261
Oakbrook Investments
Illinois
$535K +$6.74K +250 +1%
ANRIA
262
American National Registered Investment Advisor
Texas
$530K -$14.2K -525 -3%
LOAMS
263
Lombard Odier Asset Management (Switzerland)
Switzerland
$527K
RIL
264
Rothschild Investment LLC
Illinois
$524K -$76.7K -2,844 -13%
ERSOT
265
Employees Retirement System of Texas
Texas
$516K
6M
266
6 Meridian
Kansas
$513K +$482K +17,883 New
Nordea Investment Management
267
Nordea Investment Management
Sweden
$512K
BFC
268
Bedel Financial Consulting
Indiana
$509K +$27 +1 +0%
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$507K +$485 +18 +0.1%
SLAM
270
Swiss Life Asset Management
$507K +$477K +17,687 New
MCM
271
MAI Capital Management
Ohio
$503K -$5.74K -213 -1%
QI
272
QS Investors
New York
$491K -$2.86K -106 -0.6%
O
273
OppenheimerFunds
New York
$489K -$198K -7,362 -30%
TU
274
TDAM USA
Ontario, Canada
$481K +$20.7K +768 +5%
Thrivent Financial for Lutherans
275
Thrivent Financial for Lutherans
Minnesota
$477K +$15.3K +568 +4%

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.