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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
JCM
401
Jacobi Capital Management
Pennsylvania
$20K
AIC
402
Archer Investment Corporation
Indiana
$20K +$18.9K +700 New
SLF
403
Sun Life Financial
Ontario, Canada
$18K -$9.89K -367 -37%
ACA
404
Anchor Capital Advisors
Massachusetts
$16.4K -$137K -5,076 -0.9%
VCM
405
Versant Capital Management
Arizona
$16K -$647 -24 -4%
EWM
406
Executive Wealth Management
Michigan
$16K
GAM
407
Gemmer Asset Management
California
$15K
GRP
408
Global Retirement Partners
California
$15K
PCTC
409
Perkins Coie Trust Company
Washington
$15K
PCP
410
Proficio Capital Partners
Massachusetts
$15K +$189 +7 +1%
QAM
411
QCI Asset Management
New York
$14K -$2.7K -100 -17%
HCM
412
Hilton Capital Management
New York
$14K
NSIM
413
North Star Investment Management
Illinois
$14K
CFD
414
Creative Financial Designs
Indiana
$13K
Rockefeller Capital Management
415
Rockefeller Capital Management
New York
$13K +$11.3K +419 +1,074%
LFA
416
Legacy Financial Advisors
Kentucky
$12K
CFG
417
Citizens Financial Group
Rhode Island
$12K +$3.64K +135 +46%
AIS
418
Accurate Investment Solutions
Pennsylvania
$11K
BBA
419
Braun-Bostich & Associates
Pennsylvania
$11K
AIM
420
Anchor Investment Management
South Carolina
$10.1K
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$10K
RFA
422
Reilly Financial Advisors
California
$10K -$6.93K -257 -42%
AOWM
423
Alpha Omega Wealth Management
Virginia
$10K
HWM
424
Holloway Wealth Management
Florida
$10K
OAM
425
Oppenheimer Asset Management
New York
$9K -$719K -26,679 -99%

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.