NiSource
475 hedge funds and large institutions have $8.67B invested in NiSource in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 71 closing their positions.
237% more call options, than puts
Call options by funds: $3.91M | Put options by funds: $1.16M
2% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 164
2.28% less ownership
Funds ownership: 93.22% → 90.94% (-2.3%)
4% less funds holding
Funds holding: 496 → 475 (-21)
11% less capital invested
Capital invested by funds: $9.69B → $8.67B (-$1.02B)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
21% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$125M |
| 2 |
BPSG
Brookfield Public Securities Group
New York
|
+$102M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$70.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$61.8M |
| 5 |
BlackRock
New York
|
+$59.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$123M |
| 2 |
Millennium Management
New York
|
-$84.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$46.8M |
| 4 |
Two Sigma Investments
New York
|
-$42.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$40.6M |
NI Hedge Fund Activity: Q1 2020 in Review
475 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2020, worth a combined $8.67B — down 11% from $9.69B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of NI and 56 opened new positions — a net loss of 15 holders — while 164 trimmed existing stakes and 161 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $125M. The largest seller was JP Morgan Chase, cutting an estimated $123M.
- 475 institutional investors held NiSource (NI) as of Q1 2020, down from 496 in Q4 2019.
- Funds reported $8.67B of NiSource stock for Q1 2020, down 11% quarter-over-quarter.
- 56 funds opened new NiSource positions in Q1 2020 and 71 closed out, a net change of -15 holders.
- The largest NiSource buyer in Q1 2020 was T. Rowe Price Associates, an estimated $125M added.
- The largest NiSource seller in Q1 2020 was JP Morgan Chase, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2020.