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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
DCM
501
Dupont Capital Management
Delaware
-$192K -7,581 Closed
DZ Bank
502
DZ Bank
Germany
-$189K -7,450 Closed
PI
503
PEAK6 Investments
Illinois
-$43.1K -1,597 Closed
PRC
504
Pearl River Capital
Michigan
-$35K -1,364 Closed
JA
505
JOYN Advisors
Georgia
-$26K -1,008 Closed
LNB
506
Ledyard National Bank
-$13K -522 Closed
FDCDDQ
507
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$11.3K -445 Closed
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$11K -427 Closed
CHC
509
City Holding Co
West Virginia
-$10K -410 Closed
WANY
510
Wealthspire Advisors (New York)
New York
-$10K -407 Closed
GTAM
511
Global Trust Asset Management
Florida
-$10K -405 Closed
FHA
512
First Horizon Advisors
Tennessee
-$9K -373 Closed
MOS
513
MGO One Seven
Ohio
-$8K -319 Closed
ACA
514
Atlas Capital Advisors
Wyoming
-$5.78K -228 Closed
LPWM
515
Lake Point Wealth Management
Texas
-$4.88K -181 -98%
BRC
516
Bell Rock Capital
Delaware
-$4K -167 Closed
VNA
517
Valley National Advisers
Pennsylvania
-$3K -126 Closed
HT
518
Heritage Trust
Oklahoma
-$2K -66 Closed
PWMG
519
Prestige Wealth Management Group
New Jersey
-$1K -51 Closed
FTI
520
Fiduciary Trust International
Massachusetts
-$1K -50 Closed
CTB
521
Country Trust Bank
Illinois
-$1K -35 Closed
FGAM
522
Financial Gravity Asset Management
Texas
+$108 +4 New

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.