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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
PA
351
Parallel Advisors
California
$185K +$43.5K +1,612 +33%
CAM
352
Cresset Asset Management
Illinois
$180K +$44.1K +1,635 +35%
SWA
353
Sutton Wealth Advisors
Florida
$180K
TWA
354
TCI Wealth Advisors
Arizona
$172K +$755 +28 +0.5%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$166K +$153K +5,669 +3,964%
SF
356
Synovus Financial
Georgia
$164K -$3.53K -131 -2%
Victory Capital Management
357
Victory Capital Management
Texas
$158K +$2.8K +104 +2%
CTC
358
Central Trust Company
Missouri
$154K
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$137K +$141K +5,242 +1,533%
SSB
360
Sandy Spring Bank
Maryland
$133K
QCG
361
Quadrant Capital Group
Ohio
$133K +$68.2K +2,528 +115%
IA
362
IFP Advisors
Florida
$130K -$146K -5,407 -54%
VFA
363
Valeo Financial Advisors
Indiana
$128K
TIM
364
Tortoise Investment Management
New York
$127K +$1.02K +38 +0.9%
HFM
365
Hartford Financial Management
Connecticut
$123K
PCM
366
Prelude Capital Management
New York
$120K -$143K -5,289 -56%
FFC
367
First Financial Corp
Indiana
$115K
MCM
368
Manchester Capital Management
Vermont
$112K
S
369
SignatureFD
Georgia
$102K +$189 +7 +0.2%
OIA
370
Optimum Investment Advisors
Illinois
$99K -$10.4K -385 -10%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$96K +$26.9K +998 +42%
LS
372
Livforsakringsbolaget Skandia
Sweden
$92K
Acadian Asset Management
373
Acadian Asset Management
Massachusetts
$77K
WAM
374
Wealthspire Advisors (Maryland)
Maryland
$76K +$9.71K +360 +16%
SIC
375
Salem Investment Counselors
North Carolina
$75K +$80.9K +3,000 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.