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NiSource
NI

475 hedge funds and large institutions have $8.67B invested in NiSource in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $3.91M | Put options by funds: $1.16M

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 164

2.28% less ownership

Funds ownership: 93.22% → 90.94% (-2.3%)

4% less funds holding

Funds holding: 496 → 475 (-21)

11% less capital invested

Capital invested by funds: $9.69B → $8.67B (-$1.02B)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

21% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 71

Holders
475
Holders Change
-21
Holders Change %
-4.23%
% of All Funds
10.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
56
Increased
161
Reduced
164
Closed
71
Calls
$3.91M
Puts
$1.16M
Net Calls
+$2.75M
Net Calls Change
+$1.26M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$125M
2
BPSG
Brookfield Public Securities Group
New York
+$102M
3
Citadel Advisors
Citadel Advisors
Florida
+$70.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$61.8M
5
BlackRock
BlackRock
New York
+$59.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$123M
2
Millennium Management
Millennium Management
New York
-$84.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$46.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$42.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$40.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
526
O'Shaughnessy Asset Management
Connecticut
– -$5K -170 Closed
PCIA
527
Prime Capital Investment Advisors
Kansas
– -$4K -132 Closed
SIC
528
Samalin Investment Counsel
New York
– -$2K -102 Closed
CMBA
529
C.M. Bidwell & Associates
Hawaii
– -$2K -79 Closed
SQA
530
Simon Quick Advisors
New Jersey
– -$2K -72 Closed
MA
531
MCF Advisors
Kentucky
– -$2K -70 Closed
LWM
532
Liberty Wealth Management
California
– -$1K -43 Closed
BL
533
Balentine LLC
Georgia
– -$1K -40 Closed
GI
534
Gradient Investments
Minnesota
– -$1K -40 Closed
APC
535
Aspire Private Capital
North Carolina
– -$1K -37 Closed
BUB
536
BBVA USA Bancshares
Texas
– -$1K -33 Closed
HWA
537
Heritage Wealth Advisors
Virginia
– -$529 -19 Closed
LSA
538
Lion Street Advisors
Texas
– +$525 +19 New
18 19 20 21
22

NI Hedge Fund Activity: Q1 2020 in Review

475 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2020, worth a combined $8.67B — down 11% from $9.69B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of NI and 56 opened new positions — a net loss of 15 holders — while 164 trimmed existing stakes and 161 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 475 institutional investors held NiSource (NI) as of Q1 2020, down from 496 in Q4 2019.
  • Funds reported $8.67B of NiSource stock for Q1 2020, down 11% quarter-over-quarter.
  • 56 funds opened new NiSource positions in Q1 2020 and 71 closed out, a net change of -15 holders.
  • The largest NiSource buyer in Q1 2020 was T. Rowe Price Associates, an estimated $125M added.
  • The largest NiSource seller in Q1 2020 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2020.