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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
AIG
126
American International Group
New York
$3.91M +$10.8K +455 +0.3%
Retirement Systems of Alabama
127
Retirement Systems of Alabama
Alabama
$3.85M -$48K -2,026 -1%
TIS
128
Tortoise Index Solutions
Kansas
$3.79M +$325K +13,741 +9%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$3.71M
Comerica Bank
130
Comerica Bank
Texas
$3.57M +$180K +7,592 +5%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.47M -$54.8K -2,315 -2%
N
132
Nuveen
North Carolina
$3.09M -$11.6M -488,407 -79%
PP
133
Pegasus Partners
Wisconsin
$2.92M -$987K -41,694 -25%
SG Americas Securities
134
SG Americas Securities
New York
$2.92M -$16.6M -702,136 -85%
UBS Group
135
UBS Group
Switzerland
$2.77M -$12.2M -514,973 -82%
OIM
136
Opus Investment Management
Massachusetts
$2.55M +$1.71M +72,000 +207%
GIBU
137
Gulf International Bank (UK)
United Kingdom
$2.5M -$53.8K -2,271 -2%
MIM
138
MetLife Investment Management
New Jersey
$2.43M -$63.1K -2,666 -3%
Aberdeen Group
139
Aberdeen Group
United Kingdom
$2.4M +$992K +41,877 +72%
CIM
140
Castleton Investment Management
Connecticut
$2.39M -$2.32M -97,992 -49%
EGM
141
Engineers Gate Manager
New York
$2.38M +$2.35M +99,376 New
SOMRS
142
State of Michigan Retirement System
Michigan
$2.37M +$14.2K +600 +0.6%
SOADOR
143
State of Alaska Department of Revenue
Alaska
$2.35M +$463K +19,530 +25%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$2.22M -$188K -7,950 -8%
OC
145
Oppenheimer & Co
New York
$2.19M -$214K -9,047 -9%
HI
146
HBK Investments
Texas
$2.15M -$1.1M -46,499 -34%
NEI
147
Northwest & Ethical Investments
Ontario, Canada
$2.14M +$2.12M +89,600 New
TPSF
148
Texas Permanent School Fund
Texas
$2.08M -$113K -4,761 -5%
FAF
149
Fjarde Ap-fonden
Sweden
$2.06M +$49.4K +2,086 +2%
PI
150
Putnam Investments
Massachusetts
$2.02M +$16.2K +683 +0.8%

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.