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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
NEI
101
Northwest & Ethical Investments
Ontario, Canada
$5.76M -$106K -3,942 -2%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$5.53M +$705K +26,136 +16%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$5.45M -$76.7M -2,846,139 -94%
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$5.42M -$124K -4,611 -2%
Renaissance Technologies
105
Renaissance Technologies
New York
$5.23M -$11.6M -428,675 -70%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$5.2M +$1.26M +46,788 +35%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$5.19M +$4.88M +181,029 New
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$5.17M +$4.87M +180,526 New
Stifel Financial
109
Stifel Financial
Missouri
$5.05M -$393K -14,580 -8%
KeyBank National Association
110
KeyBank National Association
Ohio
$5.03M +$46K +1,707 +1%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$4.97M +$169K +6,253 +4%
AIG
112
American International Group
New York
$4.79M +$58.1K +2,157 +1%
ANI
113
American National Insurance
Texas
$4.72M
TD Asset Management
114
TD Asset Management
Ontario, Canada
$4.6M -$485K -17,992 -10%
MNBTD
115
Moody National Bank Trust Division
Texas
$4.58M +$9.41K +349 +0.2%
KBC Group
116
KBC Group
Belgium
$4.52M +$3.24M +120,210 +322%
SHA
117
Shelter Harbor Advisors
Connecticut
$4.3M +$4.04M +150,000 New
GC
118
Guggenheim Capital
Illinois
$4.28M +$753K +27,945 +23%
Royal London Asset Management
119
Royal London Asset Management
United Kingdom
$4.24M
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$4M +$119K +4,425 +3%
Aviva
121
Aviva
United Kingdom
$3.99M +$63.9K +2,370 +2%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$3.98M +$68.6K +2,543 +2%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$3.8M +$981K +36,382 +38%
Citigroup
124
Citigroup
New York
$3.68M +$1.52M +56,209 +78%
CSS
125
Cubist Systematic Strategies
Connecticut
$3.66M +$3.23M +119,758 +1,498%

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.