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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
WCM
326
Weld Capital Management
New York
$265K +$249K +9,251 New
QAM
327
Quantres Asset Management
Cayman Islands
$258K -$72.8K -2,700 -23%
AG
328
Advisor Group
Arizona
$256K -$10.6K -392 -4%
TSW
329
Thompson Siegel & Walmsley
Virginia
$255K
RCA
330
Rowland Carmichael Advisors
Arizona
$253K -$52.3K -1,940 -18%
GCP
331
GSA Capital Partners
United Kingdom
$245K -$46.3K -1,719 -17%
LNWWM
332
Laird Norton Wetherby Wealth Management
California
$235K -$43.5K -1,612 -16%
CIA
333
Capital Investment Advisors
Georgia
$234K -$2.29K -85 -1%
WS
334
Wedbush Securities
California
$228K
ASN
335
Advisory Services Network
Georgia
$226K +$674 +25 +0.3%
AIL
336
AGF Investments LLC
Ontario, Canada
$223K +$25.8K +956 +14%
Mackenzie Financial
337
Mackenzie Financial
Ontario, Canada
$222K +$209K +7,746 New
ANTB
338
AMG National Trust Bank
Colorado
$220K +$207K +7,664 New
Wolverine Trading
339
Wolverine Trading
Illinois
$219K +$206K +7,645 New
NIT
340
NumerixS Investment Technologies
British Columbia, Canada
$212K -$466K -17,275 -70%
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$212K +$200K +7,406 New
CI
342
Conning Inc
Connecticut
$210K +$197K +7,312 New
ECM
343
Everence Capital Management
Indiana
$208K -$178K -6,600 -48%
GI
344
GAMCO Investors
Connecticut
$203K +$191K +7,100 New
BUB
345
BBVA USA Bancshares
Texas
$201K -$30.5K -1,130 -14%
MIH
346
Meitav Investment House
Israel
$200K -$216K -8,000 -53%
CAN
347
Cetera Advisor Networks
California
$200K +$188K +6,983 New
AIC
348
Ameritas Investment Company
Nebraska
$198K +$128K +4,744 +219%
AIP
349
Ameritas Investment Partners
Nebraska
$191K +$14.4K +533 +9%
FHB
350
First Hawaiian Bank
Hawaii
$189K +$1.89K +70 +1%

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.