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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
Norges Bank
26
Norges Bank
Norway
$74.1M +$19.1M +710,174 +38%
Charles Schwab
27
Charles Schwab
California
$66.1M +$5.5M +203,861 +10%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$61.3M +$8.6M +318,845 +18%
Bank of America
29
Bank of America
North Carolina
$58.7M +$4.19M +155,435 +8%
CRM
30
Cramer Rosenthal McGlynn
Connecticut
$53.5M -$6.09M -226,088 -11%
UBS AM
31
UBS AM
Illinois
$52.1M -$3.64M -134,848 -7%
WHRC
32
W.H. Reaves & Co
New Jersey
$51.9M -$10.8M -402,369 -18%
Ameriprise
33
Ameriprise
Minnesota
$44.2M -$12.1M -449,049 -23%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.8M -$672K -24,942 -2%
PPA
35
Parametric Portfolio Associates
Washington
$43.4M +$885K +32,831 +2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$42.3M +$2.52M +93,662 +7%
Citadel Advisors
37
Citadel Advisors
Florida
$42.1M +$16.6M +614,731 +72%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$41.6M -$636K -23,597 -2%
Millennium Management
39
Millennium Management
New York
$41.6M -$109M -4,058,269 -74%
TA
40
Teachers Advisors
New York
$40.9M -$609K -22,582 -2%
PAMU
41
Pictet Asset Management (UK)
United Kingdom
$40.7M +$885K +32,837 +2%
BC
42
Blackstart Capital
New York
$39.9M +$462K +17,122 +1%
Morgan Stanley
43
Morgan Stanley
New York
$39.7M -$8.59M -318,519 -19%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$39M -$11.8M -438,859 -24%
Swiss National Bank
45
Swiss National Bank
Switzerland
$38.1M +$1.69M +62,700 +5%
ACI
46
AMP Capital Investors
Australia
$37.2M -$293K -10,872 -0.8%
LM
47
Luminus Management
Texas
$35.1M +$19.9M +737,470 +151%
HAI
48
Hennessy Advisors Inc
California
$30.7M +$404K +15,000 +1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$29.8M +$591K +21,918 +2%
TCIM
50
TIAA CREF Investment Management
New York
$27.4M -$934K -34,655 -3%

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.