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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
DSI
426
Daiwa SB Investments
Japan
$9K -$2.16K -80 -21%
OC
427
Oakworth Capital
Alabama
$9K
PMFA
428
Plante Moran Financial Advisors
Michigan
$9K
SMFS
429
Squar Milner Financial Services
California
$9K
WB
430
Webster Bank
Connecticut
$9K
MAM
431
Marquette Asset Management
Minnesota
$9K +$8.76K +325 New
WT
432
Whittier Trust
California
$8K -$7.06K -262 -48%
SWM
433
SeaCrest Wealth Management
New York
$8K
TFO
434
Tarbox Family Office
California
$8K +$3.26K +121 +69%
AIS
435
AlphaOne Investment Services
Pennsylvania
$7K
CIAS
436
Capital Investment Advisory Services
North Carolina
$7K
ONST
437
Old North State Trust
North Carolina
$7K
CFGS
438
Concourse Financial Group Securities
Alabama
$6K +$1.75K +65 +38%
WCG
439
Weaver Consulting Group
California
$6K +$5.39K +200 New
ST
440
Smithfield Trust
Pennsylvania
$5K
SFSIG
441
San Francisco Sentry Investment Group
California
$5K +$458 +17 +10%
IRC
442
Investors Research Corp
Georgia
$5K +$4.26K +158 New
CFA
443
Camarda Financial Advisors
Florida
$5K +$4.31K +160 New
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$4K -$270 -10 -7%
AIA
445
Alera Investment Advisors
Illinois
$4K
AC
446
Avestar Capital
New York
$4K
BCA
447
Berman Capital Advisors
Georgia
$4K
BBHC
448
Brown Brothers Harriman & Co
New York
$4K +$3.67K +136 New
GEA
449
Glen Eagle Advisors
New Jersey
$3.37K +$3.18K +118 New
PFBT
450
Parkside Financial Bank & Trust
Missouri
$3K -$377 -14 -11%

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.