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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
BO
276
BRR OpCo
Ohio
$474K
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$474K +$79.3K +2,940 +22%
LFAS
278
Level Four Advisory Services
Texas
$472K -$330K -12,248 -43%
KRS
279
Kentucky Retirement Systems
Kentucky
$467K +$13K +484 +3%
KF
280
Krilogy Financial
Missouri
$459K
SAM
281
Shell Asset Management
Netherlands
$441K -$101K -3,736 -20%
MME
282
Meag Munich Ergo
Germany
$433K +$410K +15,193 New
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$425K +$21.6K +800 +6%
MYAM
284
Meiji Yasuda Asset Management
Japan
$423K
AIM
285
Achmea Investment Management
Netherlands
$415K
LP
286
LMR Partners
United Kingdom
$407K -$174K -6,455 -31%
TRCT
287
Tower Research Capital (TRC)
New York
$406K +$336K +12,469 +734%
CB
288
Commerce Bank
Missouri
$404K +$13.2K +489 +4%
Qube Research & Technologies (QRT)
289
Qube Research & Technologies (QRT)
United Kingdom
$402K -$137K -5,085 -27%
Brown Advisory
290
Brown Advisory
Maryland
$402K +$25.9K +961 +7%
AP
291
Advisor Partners
California
$399K -$11.2K -416 -3%
Cambridge Investment Research Advisors
292
Cambridge Investment Research Advisors
Iowa
$397K +$3.26K +121 +0.9%
MMG
293
Monetary Management Group
Missouri
$394K -$3.1K -115 -0.8%
GIA
294
Gateway Investment Advisers
Ohio
$391K -$54.3K -2,013 -13%
BTS
295
BB&T Securities
Virginia
$390K +$67.7K +2,513 +23%
HFP
296
Holistic Financial Partners
Indiana
$384K +$2.75K +102 +0.8%
SCM
297
Schnieders Capital Management
California
$379K +$189 +7 +0.1%
JMPWA
298
JP Morgan Private Wealth Advisors
California
$376K +$10.2K +380 +3%
LTFS
299
Ladenburg Thalmann Financial Services
Florida
$375K -$45.7K -1,697 -11%
FWIA
300
Fort Washington Investment Advisors
Ohio
$374K -$852K -31,595 -71%

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.