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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
PPA
51
Parametric Portfolio Associates
Washington
$26.4M +$1.49M +63,059 +6%
Swiss National Bank
52
Swiss National Bank
Switzerland
$25.8M -$2.78M -117,400 -10%
EIP
53
Energy Income Partners
Connecticut
$23.7M +$4.12M +174,153 +21%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$22.5M +$300K +12,654 +1%
ACI
55
AMP Capital Investors
Australia
$21.8M +$14.4M +609,862 +198%
BSPF
56
British Steel Pension Fund
United Kingdom
$20.6M
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$19.5M +$211K +8,909 +1%
PAM
58
Panagora Asset Management
Massachusetts
$18.4M -$598K -25,240 -3%
EIP
59
Epoch Investment Partners
New York
$17.7M -$564K -23,807 -3%
Federated Hermes
60
Federated Hermes
Pennsylvania
$17.6M -$12.1M -508,951 -41%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$17M -$1.07M -45,048 -6%
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$16.6M +$900K +38,020 +6%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$16.5M -$535K -22,572 -3%
Asset Management One
64
Asset Management One
Japan
$16.5M +$167K +7,031 +1%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$16.2M +$375K +15,817 +2%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$16M -$426K -18,000 -3%
ACA
67
Anchor Capital Advisors
Massachusetts
$15.4M -$60.9K -2,572 -0.4%
Millennium Management
68
Millennium Management
New York
$14.7M -$70.5M -2,976,286 -83%
RP
69
Reinhart Partners
Wisconsin
$14.3M +$132K +5,585 +0.9%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$14.1M -$10.8M -458,100 -44%
ACB
71
Aristotle Capital Boston
Massachusetts
$14.1M +$7.17M +302,830 +106%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$13.3M -$411K -17,359 -3%
First Trust Advisors
73
First Trust Advisors
Illinois
$13.1M +$921K +38,895 +8%
Barclays
74
Barclays
United Kingdom
$13.1M +$1.74M +73,581 +16%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$12.9M +$2.71M +114,353 +27%

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.