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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
BCIM
101
British Columbia Investment Management
British Columbia, Canada
$6.18M +$864K +36,469 +16%
FIM
102
Foresters Investment Management
New York
$6.16M +$1.78M +75,055 +41%
MAM
103
Magellan Asset Management
Australia
$6.12M +$775K +32,720 +15%
Canada Life
104
Canada Life
Manitoba, Canada
$6.07M +$484K +20,423 +9%
AQR Capital Management
105
AQR Capital Management
Connecticut
$5.92M -$16.2M -684,288 -73%
Stifel Financial
106
Stifel Financial
Missouri
$5.52M -$162K -6,852 -3%
AG
107
Aperio Group
California
$5.45M -$290K -12,232 -5%
FAF
108
Första AP-fonden
Sweden
$5.2M -$876K -37,000 -15%
BFS
109
Bradley Foster & Sargent
Connecticut
$5.14M
Caisse de Depot et Placement du Quebec (CDPQ)
110
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.13M -$1.88M -79,400 -27%
SEI Investments
111
SEI Investments
Pennsylvania
$5.01M +$223K +9,411 +5%
AAF
112
Andra AP-fonden
Sweden
$4.87M +$1.08M +45,700 +29%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$4.83M +$505K +21,311 +12%
SO
114
STRS Ohio
Ohio
$4.77M +$351K +14,803 +8%
EVM
115
Eaton Vance Management
Massachusetts
$4.58M +$2.27M +95,718 +100%
KeyBank National Association
116
KeyBank National Association
Ohio
$4.57M -$229K -9,675 -5%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$4.54M +$4.5M +189,800 New
TD Asset Management
118
TD Asset Management
Ontario, Canada
$4.36M +$872K +36,819 +25%
Calamos Advisors
119
Calamos Advisors
Illinois
$4.35M +$203K +8,591 +5%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$4.35M +$886K +37,408 +26%
CGM
121
Centenus Global Management
New York
$4.18M -$1.66M -70,000 -29%
ZIM
122
Zacks Investment Management
Illinois
$4.16M +$32.1K +1,354 +0.8%
Jane Street
123
Jane Street
New York
$4.11M +$4.07M +171,882 New
Aviva
124
Aviva
United Kingdom
$4.1M -$293K -12,376 -7%
ANI
125
American National Insurance
Texas
$4.04M

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.