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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
KPW
376
Kore Private Wealth
New York
$72K
TCOV
377
Trust Company of Vermont
Vermont
$67K -$36K -1,334 -36%
NWM
378
Northwest Wealth Management
Iowa
$65K
CAC
379
Certified Advisory Corp
Florida
$65K +$458 +17 +0.8%
PHK
380
Point72 Hong Kong
Hong Kong
$62K -$143K -5,308 -71%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$58.2K -$674 -25 -1%
AFIA
382
America First Investment Advisors
Nebraska
$57K
CIM
383
Centersquare Investment Management
Pennsylvania
$57K
HGWM
384
Harvest Group Wealth Management
Massachusetts
$52K +$48.9K +1,815 New
GWM
385
Geneos Wealth Management
Colorado
$50K
DAM
386
Delta Asset Management
Tennessee
$49K
LC
387
Lindbrook Capital
California
$43K
CAPTRUST Financial Advisors
388
CAPTRUST Financial Advisors
North Carolina
$35K +$33.2K +1,232 New
APA
389
American Portfolios Advisors
New York
$33.8K
GLI
390
Guardian Life Insurance
New York
$31K +$1.21K +45 +4%
FHA
391
Flagship Harbor Advisors
Massachusetts
$29K -$512 -19 -2%
CWM
392
Cedar Wealth Management
California
$29K
ZB
393
Zions Bancorporation
Utah
$28K -$162 -6 -0.6%
WTB
394
Washington Trust Bank
Washington
$27K -$25.6K -950 -50%
CAW
395
Cornerstone Advisors (Washington)
Washington
$27K -$22.4K -831 -47%
ClearBridge Investments
396
ClearBridge Investments
New York
$27K -$108 -4 -0.4%
FC
397
Ferris Capital
Massachusetts
$26K
GWA
398
Guidant Wealth Advisors
Illinois
$26K
MFW
399
Mosaic Family Wealth
Missouri
$23K
VanEck Associates
400
VanEck Associates
New York
$22K +$16.9K +628 +403%

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.