NiSource
465 hedge funds and large institutions have $8.43B invested in NiSource in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 55 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 133
1.84% more ownership
Funds ownership: 91.34% → 93.19% (+1.8%)
7% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 55
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less funds holding
Funds holding: 467 → 465 (-2)
3% less capital invested
Capital invested by funds: $8.69B → $8.43B (-$258M)
47% less call options, than puts
Call options by funds: $4.88M | Put options by funds: $9.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$92.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$89.3M |
| 3 |
JP Morgan Chase
New York
|
+$87.8M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$53.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$88M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$46.6M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$45.6M |
| 4 |
Cohen & Steers
New York
|
-$42.4M |
| 5 |
Jennison Associates
New York
|
-$38.4M |
NI Hedge Fund Activity: Q3 2018 in Review
465 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2018, worth a combined $8.43B — down 3% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new NI positions and 55 closed out — a net gain of 4 holders — while 174 added to existing stakes and 133 trimmed.
The largest buyer was Millennium Management, adding an estimated $92.6M. The largest seller was Citadel Advisors, cutting an estimated $88M.
- 465 institutional investors held NiSource (NI) as of Q3 2018, down from 467 in Q2 2018.
- Funds reported $8.43B of NiSource stock for Q3 2018, down 3% quarter-over-quarter.
- 59 funds opened new NiSource positions in Q3 2018 and 55 closed out, a net change of +4 holders.
- The largest NiSource buyer in Q3 2018 was Millennium Management, an estimated $92.6M added.
- The largest NiSource seller in Q3 2018 was Citadel Advisors, an estimated $88M sold.
Based on aggregated 13F filings for Q3 2018.