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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
PI
476
PGGM Investments
Netherlands
-$3.55M -138,400 Closed
Balyasny Asset Management
477
Balyasny Asset Management
Illinois
-$2.86M -111,350 Closed
MSE
478
MUFG Securities EMEA
United Kingdom
-$2.82M -110,000 Closed
Verition Fund Management
479
Verition Fund Management
Connecticut
-$2.48M -96,500 Closed
CG
480
Clinton Group
New York
-$2.32M -90,471 Closed
JG
481
Jefferies Group
New York
-$2.13M -90,135 Closed
MME
482
Meag Munich Ergo
Germany
-$1.89M -73,589 Closed
3C
483
361 Capital
Colorado
-$1.35M -52,474 Closed
MAM
484
Martingale Asset Management
Massachusetts
-$1.19M -46,270 Closed
B
485
BP
United Kingdom
-$975K -38,000 Closed
MAM
486
Meeder Asset Management
Ohio
-$889K -34,600 Closed
IG
487
ING Group
Netherlands
-$822K -32,023 Closed
TH
488
Timber Hill
Connecticut
-$774K -30,168 Closed
SI
489
SII Investments
Wisconsin
-$671K -26,180 Closed
CBB
490
Citizens Business Bank
California
-$642K -25,000 Closed
Wolverine Trading
491
Wolverine Trading
Illinois
-$573K -22,329 Closed
BFM
492
Boothbay Fund Management
New York
-$552K -21,504 Closed
PIA
493
Piedmont Investment Advisors
North Carolina
-$532K -20,715 Closed
VIA
494
Vident Investment Advisory
Georgia
-$423K -16,495 Closed
SEC
495
Seven Eight Capital
New York
-$413K -16,082 Closed
MYAM
496
Meiji Yasuda Asset Management
Japan
-$379K -14,773 Closed
MA
497
MANA Advisors
New York
-$351K -13,687 Closed
UR
498
USCA RIA
Texas
-$344K -13,408 Closed
Susquehanna International Group
499
Susquehanna International Group
Pennsylvania
-$306K -12,928 Closed
ZIC
500
ZWJ Investment Counsel
Georgia
-$290K -11,303 Closed

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.