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NiSource
NI

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: 4 → 5 (+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: 482 → 478 (-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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$94.8M
2
ZP
Zimmer Partners
New York
+$83.5M
3
Jennison Associates
Jennison Associates
New York
+$64M
4
Deutsche Bank
Deutsche Bank
Germany
+$38.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$35.7M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$65M
4
BlackRock
BlackRock
New York
-$44.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$24M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
151
BP
United Kingdom
$2.38M +$1.21M +45,000 +118%
GIBU
152
Gulf International Bank (UK)
United Kingdom
$2.32M +$69.5K +2,579 +3%
FAF
153
Första AP-fonden
Sweden
$2.32M – – –
BG
154
Bollard Group
Massachusetts
$2.22M +$13.6K +505 +0.7%
SO
155
STRS Ohio
Ohio
$2.21M -$59K -2,190 -3%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$2.17M – – –
TPSF
157
Texas Permanent School Fund
Texas
$2.08M -$16.3K -605 -0.8%
QIM
158
Quantitative Investment Management
Virginia
$2.08M +$1.95M +72,500 New
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$2.03M -$192K -7,138 -9%
NB
160
Norinchukin Bank
Japan
$2.03M +$112K +4,149 +6%
URS
161
Utah Retirement Systems
Utah
$2.01M +$69K +2,559 +4%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$1.99M -$32.9K -1,221 -2%
Nomura Asset Management
163
Nomura Asset Management
Japan
$1.99M +$90.9K +3,373 +5%
NA
164
NewEdge Advisors
Louisiana
$1.97M +$135K +5,017 +8%
SEI Investments
165
SEI Investments
Pennsylvania
$1.94M +$797K +29,573 +78%
TAM
166
Tocqueville Asset Management
New York
$1.94M – – –
BFA
167
Brendel Financial Advisors
New Hampshire
$1.92M +$275K +10,193 +18%
MHI
168
Miller Howard Investments
New York
$1.86M +$4.47K +166 +0.3%
MSV
169
MN Services Vermogensbeheer
Netherlands
$1.83M +$62K +2,300 +4%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$1.8M -$847K -31,407 -33%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$1.76M +$91.4K +3,389 +6%
RIM
172
Redpoint Investment Management
Australia
$1.63M +$204K +7,567 +15%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M +$50.2K +1,863 +3%
TAM
174
Tiverton Asset Management
Delaware
$1.59M +$863K +32,003 +137%
MSL
175
Mackay Shields LLC
New York
$1.58M -$13K -483 -0.9%
5 6
7
8 9

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.