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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
MF
501
Magnetar Financial
Illinois
-$236K -9,206 Closed
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$230K -8,944 Closed
QC
503
QCM Cayman
Texas
-$227K -8,830 Closed
PAG
504
Private Advisor Group
New Jersey
-$217K -8,687 Closed
CI
505
Conning Inc
Connecticut
-$209K -8,127 Closed
GI
506
GAMCO Investors
Connecticut
-$203K -7,900 Closed
II
507
Inspire Investing
Idaho
-$72K -2,789 Closed
PG
508
PEAK6 Group
Illinois
-$57K -2,206 Closed
DCM
509
Dupont Capital Management
Delaware
-$31K -1,197 Closed
ZB
510
Zions Bancorporation
Utah
-$29K -1,120 Closed
STA
511
Summit Trail Advisors
New York
-$27K -1,094 Closed
MCM
512
Mainstay Capital Management
Michigan
-$19K -750 Closed
EWM
513
Evercore Wealth Management
New York
-$17K -675 Closed
GBT
514
Grove Bank & Trust
Florida
-$12K -450 Closed
OIA
515
OneDigital Investment Advisors
Kansas
-$5K -203 Closed
AF
516
Advisornet Financial
Minnesota
-$5K -180 Closed
FGC
517
Financial Gravity Companies
Texas
-$3.65K -154 -91%
MFBTD
518
MB Financial Bank - Trust Department
Illinois
-$4K -150 Closed
PCG
519
Private Capital Group
Connecticut
-$2.89K -122 -95%
TRCT
520
Tower Research Capital (TRC)
New York
-$2K -60 Closed
WPA
521
West Paces Advisors
Georgia
-$1.44K -56 Closed
NCM
522
Nelson Capital Management
California
-$1K -41 Closed
FGAM
523
Financial Gravity Asset Management
Texas
+$355 +15 New

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.