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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
EIP
51
Energy Income Partners
Connecticut
$25.6M +$154K +5,710 +0.6%
Wells Fargo
52
Wells Fargo
California
$24.3M -$2.3M -85,152 -9%
AAMU
53
Amundi Asset Management US
Massachusetts
$24.1M +$4.36M +161,697 +24%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$22.5M -$1.89M -70,000 -8%
Cohen & Steers
55
Cohen & Steers
New York
$20.5M -$6.01K -223 -0%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$20.3M -$2.15M -79,784 -10%
Capital Fund Management (CFM)
57
Capital Fund Management (CFM)
France
$19.9M +$16.6M +616,500 +810%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$19.5M -$1.6M -59,229 -8%
BSPF
59
British Steel Pension Fund
United Kingdom
$19.4M
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$18.6M +$248K +9,200 +1%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$18.2M +$73.7K +2,732 +0.4%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$17.1M +$49.7K +1,844 +0.3%
Principal Financial Group
63
Principal Financial Group
Iowa
$15.5M +$53K +1,965 +0.4%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$15.3M +$99K +3,671 +0.7%
AIM
65
Artemis Investment Management
United Kingdom
$14.5M -$5.6M -207,753 -29%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$14.5M -$270 -10 -0%
EIP
67
Epoch Investment Partners
New York
$13.7M -$134K -4,987 -1%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$13M +$376K +13,947 +3%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$12.7M +$138K +5,118 +1%
LC
70
LNZ Capital
New York
$12.4M +$11.7M +434,031 New
TIS
71
Tortoise Index Solutions
Kansas
$11.9M +$313K +11,603 +3%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$11.6M +$269K +9,965 +3%
GF
73
Gabelli Funds
New York
$11.3M
Fidelity International
74
Fidelity International
Bermuda
$11.2M -$3.98M -147,449 -27%
Federated Hermes
75
Federated Hermes
Pennsylvania
$11.1M -$22.2K -825 -0.2%

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.