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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
UCFA
301
United Capital Financial Advisors
Texas
$364K -$36.3K -1,347 -10%
CBT
302
Capital Bank & Trust
California
$358K
LCM
303
Landscape Capital Management
New Jersey
$355K -$353K -13,094 -51%
HNB
304
Huntington National Bank
Ohio
$352K
AIM
305
Axiom Investment Management
New York
$349K -$9K -334 -3%
JIC
306
Johnson Investment Counsel
Ohio
$344K -$4.15K -154 -1%
LK
307
Lumbard & Kellner
New Hampshire
$344K
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$342K +$322K +11,932 New
SG Americas Securities
309
SG Americas Securities
New York
$340K -$860K -31,904 -73%
V
310
Veritable
Delaware
$336K +$19.6K +726 +7%
CFA
311
Carroll Financial Associates
North Carolina
$335K +$165K +6,139 +110%
EM
312
ELCO Management
New York
$332K
PAG
313
Private Advisor Group
New Jersey
$329K -$20.5K -762 -6%
IAA
314
Independent Advisor Alliance
North Carolina
$316K +$5.8K +215 +2%
CI
315
Cigna Investments
Connecticut
$306K +$5.9K +219 +2%
SFG
316
StrategIQ Financial Group
Indiana
$298K -$7.41K -275 -3%
RCM
317
Riverhead Capital Management
Delaware
$294K
WB
318
WesBanco Bank
West Virginia
$293K -$5.39K -200 -2%
LFG
319
LifePlan Financial Group
Ohio
$290K
LA
320
Lynch & Associates
Indiana
$289K
NSEDCP
321
NJ State Employees Deferred Compensation Plan
New Jersey
$287K
BSAM
322
Blue Sky Asset Management
Colorado
$281K +$265K +9,822 New
BDF
323
Balasa Dinverno & Foltz
$279K -$95.8K -3,555 -27%
AssetMark Inc
324
AssetMark Inc
California
$278K -$1.51M -55,977 -85%
Mariner
325
Mariner
Kansas
$272K +$256K +9,497 New

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.