We are live on ! Find out more
NI icon

NiSource
NI

467 hedge funds and large institutions have $8.69B invested in NiSource in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 166 increasing their positions, 144 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more call options, than puts

Call options by funds: $6.22M | Put options by funds: $1.92M

20% more capital invested

Capital invested by funds: $7.24B → $8.69B (+$1.45B)

15% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 144

1.53% more ownership

Funds ownership: 89.81% → 91.34% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 471 → 467 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

Holders
467
Holders Change
-4
Holders Change %
-0.85%
% of All Funds
10.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
49
Increased
166
Reduced
144
Closed
50
Calls
$6.22M
Puts
$1.92M
Net Calls
+$4.3M
Net Calls Change
-$815K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$253M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$224M
3
ZP
Zimmer Partners
New York
+$175M
4
Deutsche Bank
Deutsche Bank
Germany
+$92.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$146M
2
GC
Guggenheim Capital
Illinois
-$36.3M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$31.4M
4
CC
Carlson Capital
Texas
-$29M
5
LM
Luminus Management
Texas
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
301
Schnieders Capital Management
California
$350K +$172 +7 +0.1%
AP
302
Advisor Partners
California
$348K +$30.1K +1,230 +10%
Nordea Investment Management
303
Nordea Investment Management
Sweden
$346K – – –
HFP
304
Holistic Financial Partners
Indiana
$345K +$2.57K +105 +0.8%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$342K +$17.6K +718 +6%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$335K +$64.4K +2,626 +26%
CBT
307
Capital Bank & Trust
California
$329K – – –
FA
308
FDx Advisors
Illinois
$328K +$66.8K +2,725 +28%
LK
309
Lumbard & Kellner
New Hampshire
$315K – – –
Brown Advisory
310
Brown Advisory
Maryland
$309K +$1.3K +53 +0.5%
ARM
311
Adirondack Research & Management
New York
$308K -$38.9K -1,585 -12%
EM
312
ELCO Management
New York
$305K – – –
MCWS
313
McKinley Carter Wealth Services
West Virginia
$304K +$25 +1 +0%
JIC
314
Johnson Investment Counsel
Ohio
$303K +$47.5K +1,939 +20%
CCM
315
Cadence Capital Management
Massachusetts
$286K -$67.6K -2,759 -20%
RCA
316
Rowland Carmichael Advisors
Arizona
$283K – – –
RCM
317
Riverhead Capital Management
Delaware
$282K -$1.5K -61 -0.6%
CI
318
Cigna Investments
Connecticut
$280K -$23.6K -962 -8%
CMBA
319
C.M. Bidwell & Associates
Hawaii
$278K -$2.82K -115 -1%
CB
320
Commerce Bank
Missouri
$277K -$4.22K -172 -2%
WB
321
WesBanco Bank
West Virginia
$274K -$2.48K -101 -1%
LFG
322
LifePlan Financial Group
Ohio
$266K – – –
LA
323
Lynch & Associates
Indiana
$265K -$61.3K -2,500 -20%
NSEDCP
324
NJ State Employees Deferred Compensation Plan
New Jersey
$263K – – –
V
325
Veritable
Delaware
$251K +$1.96K +80 +0.8%
11 12
13
14 15

NI Hedge Fund Activity: Q2 2018 in Review

467 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2018, worth a combined $8.69B — up 20% from $7.24B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of NI and 49 opened new positions — a net loss of 1 holder — while 144 trimmed existing stakes and 166 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $253M. The largest seller was JP Morgan Chase, cutting an estimated $146M.

  • 467 institutional investors held NiSource (NI) as of Q2 2018, down from 471 in Q1 2018.
  • Funds reported $8.69B of NiSource stock for Q2 2018, up 20% quarter-over-quarter.
  • 49 funds opened new NiSource positions in Q2 2018 and 50 closed out, a net change of -1 holder.
  • The largest NiSource buyer in Q2 2018 was T. Rowe Price Associates, an estimated $253M added.
  • The largest NiSource seller in Q2 2018 was JP Morgan Chase, an estimated $146M sold.

Based on aggregated 13F filings for Q2 2018.