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472 hedge funds and large institutions have $7.24B invested in NiSource in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 150 increasing their positions, 178 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $5.87M | Put options by funds: $762K

2.66% more ownership

Funds ownership: 87.15%89.81% (+2.7%)

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

4% less capital invested

Capital invested by funds: $7.53B → $7.24B (-$290M)

1% less funds holding

Funds holding: 478472 (-6)

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 178

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
472
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
10.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
50
Increased
150
Reduced
178
Closed
51
Calls
$5.87M
Puts
$762K
Net Calls
+$5.11M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
401
Perkins Coie Trust Company
Washington
$12K
PCP
402
Proficio Capital Partners
Massachusetts
$12K +$5.23K +221 +74%
BRC
403
Bell Rock Capital
Delaware
$12K +$11.8K +500 New
EA
404
Edge Advisors
Georgia
$11K -$355 -15 -3%
AIS
405
Accurate Investment Solutions
Pennsylvania
$11K +$71 +3 +0.6%
CCA
406
Clearwater Capital Advisors
Illinois
$11K +$10.5K +443 New
FC
407
Ferris Capital
Massachusetts
$11K +$11K +463 New
BC
408
Bartlett & Co
Ohio
$10K
CHC
409
City Holding Co
West Virginia
$10K
GTAM
410
Global Trust Asset Management
Florida
$10K
JFGIW
411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K
LFA
412
Legacy Financial Advisors
Kentucky
$10K
GRP
413
Global Retirement Partners
California
$10K +$7.11K +300 +273%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$9.59K +$687 +29 +8%
BCWM
415
Bartlett & Co Wealth Management
Ohio
$9.56K +$9.47K +400 New
BBA
416
Braun-Bostich & Associates
Pennsylvania
$9K
CG
417
Cutler Group
California
$9K
DSI
418
Daiwa SB Investments
Japan
$9K +$1.9K +80 +26%
AIM
419
Anchor Investment Management
South Carolina
$8.42K
HWM
420
Holloway Wealth Management
Florida
$8K
IWM
421
IHT Wealth Management
Illinois
$8K
IP
422
Isthmus Partners
Wisconsin
$8K
KA
423
Kaizen Advisory
Illinois
$8K
MOS
424
MGO One Seven
Ohio
$8K
PMFA
425
Plante Moran Financial Advisors
Michigan
$8K

NI Hedge Fund Activity: Q1 2018 in Review

472 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2018, worth a combined $7.24B — down 3.8% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of NI and 50 opened new positions — a net loss of 1 holder — while 178 trimmed existing stakes and 150 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $567M. The largest seller was JP Morgan Chase, cutting an estimated $115M.

  • 472 institutional investors held NiSource (NI) as of Q1 2018, down from 478 in Q4 2017.
  • Funds reported $7.24B of NiSource stock for Q1 2018, down 3.8% quarter-over-quarter.
  • 50 funds opened new NiSource positions in Q1 2018 and 51 closed out, a net change of -1 holder.
  • The largest NiSource buyer in Q1 2018 was T. Rowe Price Associates, an estimated $567M added.
  • The largest NiSource seller in Q1 2018 was JP Morgan Chase, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2018.