We are live on ! Find out more

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
RFA
426
Reilly Financial Advisors
California
$8K
ST
427
Sageworth Trust
Pennsylvania
$8K +$8.41K +355 New
Group One Trading
428
Group One Trading
Illinois
$7K -$628K -26,504 -99%
AWA
429
Acorn Wealth Advisors
Michigan
$7K
OC
430
Oakworth Capital
Alabama
$7K
APA
431
American Portfolios Advisors
New York
$6.93K -$947 -40 -12%
ACA
432
Atlas Capital Advisors
Wyoming
$5.45K +$5.4K +228 New
SWP
433
Strategic Wealth Partners
Ohio
$5K -$5.33K -225 -50%
VCM
434
Versant Capital Management
Arizona
$5K -$1.25K -53 -19%
GI
435
Gradient Investments
Minnesota
$5K
SWM
436
SeaCrest Wealth Management
New York
$5K
WT
437
Whittier Trust
California
$5K
WA
438
WealthTrust-Arizona
Arizona
$5K +$47 +2 +0.9%
APP
439
Avantax Planning Partners
Iowa
$5K +$4.81K +203 New
WIM
440
Westside Investment Management
California
$4.82K
ST
441
Smithfield Trust
Pennsylvania
$4K
TFO
442
Tarbox Family Office
California
$4K
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$4K +$450 +19 +14%
JA
444
JOYN Advisors
Georgia
$4K +$4.31K +182 New
TL
445
TrueWealth LLC
Georgia
$3K -$355 -15 -12%
BWM
446
Baystate Wealth Management
Massachusetts
$3K
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$3K
OFW
448
Omnia Family Wealth
Florida
$3K +$2.65K +112 New
TFS
449
TrustCore Financial Services
Tennessee
$3K +$2.84K +120 New
PW
450
Price Wealth
Texas
$2K -$1.63K -69 -50%

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.