NiSource
485 hedge funds and large institutions have $10B invested in NiSource in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 39 closing their positions.
118% more call options, than puts
Call options by funds: $5.81M | Put options by funds: $2.66M
36% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 39
21% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 146
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2% more funds holding
Funds holding: 477 → 485 (+8)
1% less capital invested
Capital invested by funds: $10.1B → $10B (-$107M)
1.77% less ownership
Funds ownership: 94.97% → 93.2% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$75.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$69.7M |
| 3 |
Millennium Management
New York
|
+$52.3M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
+$40.6M |
| 5 |
D.E. Shaw & Co
New York
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$253M |
| 2 |
ZP
Zimmer Partners
New York
|
-$124M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$92.3M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$55M |
| 5 |
BC
Blackstart Capital
New York
|
-$18.5M |
NI Hedge Fund Activity: Q2 2019 in Review
485 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2019, worth a combined $10B — down 1.1% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new NI positions and 39 closed out — a net gain of 14 holders — while 176 added to existing stakes and 146 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $75.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $253M.
- 485 institutional investors held NiSource (NI) as of Q2 2019, up from 477 in Q1 2019.
- Funds reported $10B of NiSource stock for Q2 2019, down 1.1% quarter-over-quarter.
- 53 funds opened new NiSource positions in Q2 2019 and 39 closed out, a net change of +14 holders.
- The largest NiSource buyer in Q2 2019 was Nuveen, an estimated $75.6M added.
- The largest NiSource seller in Q2 2019 was T. Rowe Price Associates, an estimated $253M sold.
Based on aggregated 13F filings for Q2 2019.