We are live on ! Find out more

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
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$1.43M -$44.7K -1,889 -3%
NA
177
NewEdge Advisors
Louisiana
$1.43M +$127K +5,368 +10%
US Bancorp
178
US Bancorp
Minnesota
$1.42M -$381K -16,104 -21%
HIM
179
Hermes Investment Management
United Kingdom
$1.39M -$11.8K -500 -0.9%
BG
180
Bahl & Gaynor
Ohio
$1.38M +$1.37M +57,790 New
IA
181
Icon Advisers
Colorado
$1.37M -$320K -13,500 -19%
MSL
182
Mackay Shields LLC
New York
$1.35M +$1.34M +56,690 New
Nomura Asset Management
183
Nomura Asset Management
Japan
$1.33M +$45.3K +1,913 +4%
MSV
184
MN Services Vermogensbeheer
Netherlands
$1.27M +$63.9K +2,700 +5%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$1.26M +$9.4K +397 +0.8%
ProShare Advisors
186
ProShare Advisors
Maryland
$1.24M -$11.4K -481 -0.9%
Robeco Institutional Asset Management
187
Robeco Institutional Asset Management
Netherlands
$1.24M -$28.9K -1,219 -2%
EIM
188
ExxonMobil Investment Management
Texas
$1.24M -$45K -1,898 -4%
William Blair Investment Management
189
William Blair Investment Management
Illinois
$1.24M +$160K +6,768 +15%
OAM
190
Oppenheimer Asset Management
New York
$1.22M -$55.8K -2,357 -4%
ISL
191
Ingalls & Snyder LLC
New York
$1.2M -$105K -4,450 -8%
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$1.19M -$84.4K -3,565 -7%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$1.13M -$107K -4,521 -9%
MSA
194
Mason Street Advisors
Wisconsin
$1.12M +$2.06K +87 +0.2%
DZ Bank
195
DZ Bank
Germany
$1.12M -$16.2M -685,864 -94%
HI
196
Horizon Investments
North Carolina
$1.12M +$880K +37,175 +381%
W
197
Wealthfront
California
$1.12M +$832K +35,116 +302%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$1.09M +$3.58K +151 +0.3%
DCM
199
Driehaus Capital Management
Illinois
$1.09M +$738K +31,160 +216%
CIBC World Market
200
CIBC World Market
Ontario, Canada
$1.09M +$1.08M +45,426 New

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.