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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
ADL
451
Asset Dedication LLC
California
$3K
CCMW
452
Cypress Capital Management (Wyoming)
Wyoming
$3K
EWM
453
Endurance Wealth Management
Rhode Island
$3K
TL
454
TrueWealth LLC
Georgia
$3K
BWM
455
Baystate Wealth Management
Massachusetts
$3K +$27 +1 +0.9%
GWS
456
Glassman Wealth Services
Virginia
$3K +$1.38K +51 +91%
CI
457
CX Institutional
Indiana
$3K +$2.37K +88 New
DBT
458
Dubuque Bank & Trust
Iowa
$3K +$2.78K +103 New
FCA
459
FinTrust Capital Advisors
South Carolina
$2K
TCA
460
Tortoise Capital Advisors
Kansas
$2K
WAS
461
Winch Advisory Services
Wisconsin
$2K
MAM
462
Meeder Asset Management
Ohio
$2K +$2.35K +87 New
HWA
463
Heritage Wealth Advisors
Virginia
$1.46K +$27 +1 +2%
RWML
464
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1K
AF
465
Allworth Financial
California
$1K -$108 -4 -7%
APC
466
Aspire Private Capital
North Carolina
$1K
BWM
467
BerganKDV Wealth Management
Minnesota
$1K
ESB
468
Essex Savings Bank
Connecticut
$1K
PWM
469
PRW Wealth Management
Massachusetts
$1K
ST
470
Sageworth Trust
Pennsylvania
$1K +$377 +14 +64%
GSWM
471
Golden State Wealth Management
California
$1K +$620 +23 New
DWM
472
Destination Wealth Management
California
$1K +$863 +32 New
GT
473
Glenmede Trust
Pennsylvania
$329 +$2.35K +87 +0.8%
Lord, Abbett & Co
474
Lord, Abbett & Co
New Jersey
-$65M -2,565,650 Closed
CC
475
Carlson Capital
Texas
-$21M -829,758 Closed

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.