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
PA
351
Parallel Advisors
California
$123K +$85.4K +3,485 +287%
ASN
352
Advisory Services Network
Georgia
$120K -$3.95K -161 -3%
TIM
353
Tortoise Investment Management
New York
$116K – – –
PCM
354
Prelude Capital Management
New York
$114K -$1M -40,970 -90%
AAM
355
Advisors Asset Management
Colorado
$110K +$102K +4,173 New
FFC
356
First Financial Corp
Indiana
$105K – – –
TRCT
357
Tower Research Capital (TRC)
New York
$105K +$97.8K +3,990 New
S
358
SignatureFD
Georgia
$104K -$980 -40 -1%
PIA
359
Piedmont Investment Advisors
North Carolina
$104K +$97.2K +3,964 New
MCM
360
Manchester Capital Management
Vermont
$102K – – –
RIM
361
Rampart Investment Management
Connecticut
$90K -$4.04K -165 -5%
TCOV
362
Trust Company of Vermont
Vermont
$86K +$3.41K +139 +4%
Simplex Trading
363
Simplex Trading
Illinois
$83K +$58.7K +2,396 +314%
SF
364
Synovus Financial
Georgia
$82K -$2.57K -105 -3%
SIC
365
Salem Investment Counselors
North Carolina
$72K – – –
Acadian Asset Management
366
Acadian Asset Management
Massachusetts
$70K – – –
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$66K – – –
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$65K +$7.99K +326 +15%
QCG
369
Quadrant Capital Group
Ohio
$63K +$8.87K +362 +16%
NWM
370
Northwest Wealth Management
Iowa
$59K – – –
CAC
371
Certified Advisory Corp
Florida
$58K +$441 +18 +0.8%
CPIG
372
Chicago Partners Investment Group
Illinois
$55K +$50.9K +2,075 New
RCAG
373
Rehmann Capital Advisory Group
Michigan
$54.3K – – –
AFIA
374
America First Investment Advisors
Nebraska
$53K – – –
WTB
375
Washington Trust Bank
Washington
$50K – – –
13 14
15
16 17

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.