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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
Canada Life
76
Canada Life
Manitoba, Canada
$10.9M +$29.3K +1,086 +0.3%
CS
77
Credit Suisse
Switzerland
$10.4M -$1.16M -43,090 -11%
T
78
TOBAM
France
$10.4M -$591K -21,937 -6%
USAA
79
United Services Automobile Association
Texas
$10.3M +$102K +3,776 +1%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$10M +$1.03M +38,300 +12%
Barclays
81
Barclays
United Kingdom
$9.93M +$512K +18,999 +6%
Prudential Financial
82
Prudential Financial
New Jersey
$9.48M -$1.38M -51,327 -13%
Asset Management One
83
Asset Management One
Japan
$9.37M -$11.2M -413,761 -56%
ECM
84
ExodusPoint Capital Management
New York
$8.88M -$13.9M -517,001 -63%
RC
85
RBO & Co
California
$8.81M -$22.1K -819 -0.3%
FAF
86
Fjarde Ap-fonden
Sweden
$8.74M +$3M +111,158 +57%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$8.66M +$317K +11,750 +4%
ASRS
88
Arizona State Retirement System
Arizona
$8.61M -$291K -10,812 -3%
WMSA
89
Weiss Multi-Strategy Advisers
New York
$8.6M +$1.08M +40,000 +15%
MAM
90
Magellan Asset Management
Australia
$8.47M +$1.15M +42,524 +17%
First Manhattan
91
First Manhattan
New York
$7.97M -$162K -6,025 -2%
Calamos Advisors
92
Calamos Advisors
Illinois
$7.97M +$185K +6,851 +3%
BBL
93
Beck Bode LLC
Massachusetts
$7.8M +$7.33M +272,044 New
AG
94
Aperio Group
California
$7.36M -$69.4K -2,575 -1%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$7.29M -$93.1K -3,454 -1%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$6.93M +$1.11M +41,254 +21%
BFS
97
Bradley Foster & Sargent
Connecticut
$6.17M +$6.17K +229 +0.1%
Bessemer Group
98
Bessemer Group
New Jersey
$5.89M +$5.4M +200,272 +3,909%
Axa
99
Axa
France
$5.81M -$16.6M -615,188 -75%
OC
100
Oppenheimer & Co
New York
$5.79M +$3.06M +113,400 +128%

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.