NiSource
468 hedge funds and large institutions have $8.71B invested in NiSource in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 143 reducing their positions, and 50 closing their positions.
224% more call options, than puts
Call options by funds: $6.22M | Put options by funds: $1.92M
20% more capital invested
Capital invested by funds: $7.24B → $8.71B (+$1.47B)
17% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 143
1.56% more ownership
Funds ownership: 89.78% → 91.34% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less funds holding
Funds holding: 472 → 468 (-4)
2% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$253M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$224M |
| 3 |
ZP
Zimmer Partners
New York
|
+$175M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$92.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$146M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$36.3M |
| 3 |
Janus Henderson Group
London,
|
-$31.4M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$29M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$21.6M |
NI Hedge Fund Activity: Q2 2018 in Review
468 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2018, worth a combined $8.71B — up 20% from $7.24B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of NI and 49 opened new positions — a net loss of 1 holder — while 143 trimmed existing stakes and 167 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $253M. The largest seller was JP Morgan Chase, cutting an estimated $146M.
- 468 institutional investors held NiSource (NI) as of Q2 2018, down from 472 in Q1 2018.
- Funds reported $8.71B of NiSource stock for Q2 2018, up 20% quarter-over-quarter.
- 49 funds opened new NiSource positions in Q2 2018 and 50 closed out, a net change of -1 holder.
- The largest NiSource buyer in Q2 2018 was T. Rowe Price Associates, an estimated $253M added.
- The largest NiSource seller in Q2 2018 was JP Morgan Chase, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2018.