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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: 45 (+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: 482478 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
176
Raymond James & Associates
Florida
$1.57M +$826K +30,626 +127%
IA
177
Icon Advisers
Colorado
$1.56M
DnB Asset Management
178
DnB Asset Management
Norway
$1.55M -$2.04M -75,737 -58%
US Bancorp
179
US Bancorp
Minnesota
$1.54M -$108K -4,009 -7%
MSA
180
Mason Street Advisors
Wisconsin
$1.52M +$51.8K +1,923 +4%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$1.51M -$1.91K -71 -0.1%
CWM
182
CIBC World Markets
New York
$1.5M -$1.84M -68,341 -57%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$1.49M +$155K +5,746 +12%
Macquarie Group
184
Macquarie Group
Australia
$1.48M +$62K +2,300 +5%
AQR Capital Management
185
AQR Capital Management
Connecticut
$1.41M +$345K +12,780 +35%
LIA
186
LS Investment Advisors
Michigan
$1.38M +$866K +32,106 +199%
ProShare Advisors
187
ProShare Advisors
Maryland
$1.36M -$26.9K -996 -2%
Wealthfront Advisers
188
Wealthfront Advisers
California
$1.35M +$155K +5,759 +14%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$1.35M -$357K -13,231 -22%
AB
190
Amalgamated Bank
New York
$1.32M +$42K +1,557 +3%
GHCM
191
Glen Harbor Capital Management
California
$1.32M +$237K +8,806 +24%
SSA
192
South Street Advisors
New York
$1.29M -$50.7K -1,880 -4%
ISL
193
Ingalls & Snyder LLC
New York
$1.28M -$539 -20 -0%
GIA
194
GHP Investment Advisors
Colorado
$1.28M -$7.14K -265 -0.6%
PCA
195
Personal Capital Advisors
California
$1.28M +$254K +9,408 +27%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$1.26M +$9.62K +357 +0.8%
WorldQuant Millennium Advisors
197
WorldQuant Millennium Advisors
New York
$1.22M +$675K +25,037 +144%
SCI
198
Stableford Capital II
Arizona
$1.21M -$1.35K -50 -0.1%
HIMCH
199
Hartford Investment Management Co (HIMCO)
Connecticut
$1.17M +$2.7K +100 +0.2%
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$1.15M +$1.09M +40,268 New

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.