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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
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$1.15M -$76.8K -2,847 -7%
TA
202
Tiedemann Advisors
New York
$1.15M -$5.93K -220 -0.5%
PCM
203
Penserra Capital Management
California
$1.1M +$1.01M +37,293 +1,657%
SAM
204
Securian Asset Management
Minnesota
$1.09M +$38.4K +1,425 +4%
MCIM
205
Meadow Creek Investment Management
Georgia
$1.09M +$196K +7,252 +24%
SI
206
Shaker Investments
Ohio
$1.07M
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$1.02M +$31.9K +1,183 +3%
BFM
208
Boothbay Fund Management
New York
$1.01M +$32.5K +1,207 +4%
TI
209
Trexquant Investment
Connecticut
$996K +$507K +18,815 +118%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$990K -$48.6K -1,802 -5%
Creative Planning
211
Creative Planning
Kansas
$927K +$9.62K +357 +1%
RIM
212
Rampart Investment Management
Connecticut
$926K +$166K +6,154 +24%
CWM
213
Cordatus Wealth Management
Pennsylvania
$920K +$865K +32,087 New
FMBTD
214
First Midwest Bank Trust Division
Illinois
$917K +$122K +4,521 +16%
MERSOM
215
Municipal Employees' Retirement System of Michigan
Michigan
$911K -$131K -4,870 -13%
DILIC
216
Dai-ichi Life Insurance Company
Japan
$901K
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$892K +$334K +12,400 +66%
Assenagon Asset Management
218
Assenagon Asset Management
Luxembourg
$891K +$80.9K +3,000 +11%
VIA
219
Vident Investment Advisory
Georgia
$883K +$830K +30,782 New
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$871K -$26.2K -973 -3%
NMERB
221
New Mexico Educational Retirement Board
New Mexico
$868K +$5.39K +200 +0.7%
AIS
222
American Investment Services
Massachusetts
$867K +$815K +30,244 New
AAM
223
Advisors Asset Management
Colorado
$865K +$225K +8,351 +38%
EP
224
Elkfork Partners
Oregon
$854K +$154K +5,698 +24%
RFC
225
Regions Financial Corp
Alabama
$849K -$28K -1,040 -3%

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.