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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
GWM
376
Geneos Wealth Management
Colorado
$45K -$294 -12 -0.7%
DAM
377
Delta Asset Management
Tennessee
$45K – – –
CIM
378
Centersquare Investment Management
Pennsylvania
$45K +$14.5K +590 +53%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$43K +$74 +3 +0.2%
WAM
380
Wealthspire Advisors (Maryland)
Maryland
$42K +$1.76K +72 +5%
MBT
381
Monroe Bank & Trust
Michigan
$39K – – –
APA
382
American Portfolios Advisors
New York
$38.3K +$28.6K +1,166 +402%
GFP
383
Gryphon Financial Partners
Ohio
$37K – – –
BAMG
384
Brand Asset Management Group
Missouri
$30K +$28.4K +1,159 New
MPPLM
385
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$27K – – –
CPA
386
Clear Perspective Advisors
Illinois
$26K – – –
WB
387
Webster Bank
Connecticut
$25K – – –
GLI
388
Guardian Life Insurance
New York
$25K +$3.73K +152 +19%
GWA
389
Guidant Wealth Advisors
Illinois
$24K – – –
SLF
390
Sun Life Financial
Ontario, Canada
$24K +$21.5K +877 +2,370%
JA
391
JOYN Advisors
Georgia
$23K +$16.7K +680 +374%
AOWM
392
Alpha Omega Wealth Management
Virginia
$23K +$21.3K +869 New
ZB
393
Zions Bancorporation
Utah
$22K +$20.6K +842 New
MFW
394
Mosaic Family Wealth
Missouri
$21K – – –
AIM
395
Advantage Investment Management
Iowa
$21K +$19.3K +789 New
CF
396
Centaurus Financial
California
$21K +$19.6K +800 New
WT
397
Washington Trust
Rhode Island
$20K +$18.8K +765 New
CAW
398
Cornerstone Advisors (Washington)
Washington
$19K +$1.13K +46 +7%
JCM
399
Jacobi Capital Management
Pennsylvania
$18K – – –
EIP
400
Epoch Investment Partners
New York
$18K -$1.34M -54,555 -7%
14 15
16
17 18

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.