NiSource
480 hedge funds and large institutions have $10.3B invested in NiSource in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 178 increasing their positions, 144 reducing their positions, and 54 closing their positions.
1,122% more call options, than puts
Call options by funds: $7.38M | Put options by funds: $604K
24% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 144
3% more capital invested
Capital invested by funds: $10B → $10.3B (+$289M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
7% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 54
1% less funds holding
Funds holding: 485 → 480 (-5)
1.05% less ownership
Funds ownership: 93.2% → 92.15% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$161M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$114M |
| 3 |
ZP
Zimmer Partners
New York
|
+$46.5M |
| 4 |
Morgan Stanley
New York
|
+$26.9M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$140M |
| 2 |
JP Morgan Chase
New York
|
-$112M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
-$62.9M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$61.5M |
| 5 |
Jennison Associates
New York
|
-$53.9M |
NI Hedge Fund Activity: Q3 2019 in Review
480 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2019, worth a combined $10.3B — up 2.9% from $10B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of NI and 50 opened new positions — a net loss of 4 holders — while 144 trimmed existing stakes and 178 added.
The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $161M. The largest seller was Brookfield Corp, exiting entirely with an estimated $140M sold.
- 480 institutional investors held NiSource (NI) as of Q3 2019, down from 485 in Q2 2019.
- Funds reported $10.3B of NiSource stock for Q3 2019, up 2.9% quarter-over-quarter.
- 50 funds opened new NiSource positions in Q3 2019 and 54 closed out, a net change of -4 holders.
- The largest NiSource buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $161M added.
- The largest NiSource seller in Q3 2019 was Brookfield Corp, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2019.