We are live on ! Find out more
NI icon

NiSource

465 hedge funds and large institutions have $8.43B invested in NiSource in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

1.84% more ownership

Funds ownership: 91.34%93.19% (+1.8%)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% less funds holding

Funds holding: 467465 (-2)

3% less capital invested

Capital invested by funds: $8.69B → $8.43B (-$258M)

47% less call options, than puts

Call options by funds: $4.88M | Put options by funds: $9.24M

Holders
465
Holders Change
-2
Holders Change %
-0.43%
% of All Funds
10.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
174
Reduced
133
Closed
55
Calls
$4.88M
Puts
$9.24M
Net Calls
-$4.36M
Net Calls Change
-$8.66M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.55B +$89.3M +3,374,702 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$994M +$39.3M +1,483,703 +4%
BlackRock
3
BlackRock
New York
$781M +$36M +1,360,780 +5%
State Street
4
State Street
Massachusetts
$421M +$30M +1,132,338 +7%
ZP
5
Zimmer Partners
New York
$338M +$5.33M +201,300 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$321M +$87.8M +3,317,125 +35%
AllianceBernstein
7
AllianceBernstein
Tennessee
$239M +$24.2M +913,237 +11%
Deutsche Bank
8
Deutsche Bank
Germany
$203M -$15.5M -585,096 -7%
Capital Research Global Investors
9
Capital Research Global Investors
California
$195M -$34.1M -1,286,789 -14%
Invesco
10
Invesco
Georgia
$136M -$1.83M -69,216 -1%
Millennium Management
11
Millennium Management
New York
$127M +$92.6M +3,498,287 +219%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$114M +$9.48M +358,342 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$108M +$11M +414,917 +11%
Northern Trust
14
Northern Trust
Illinois
$107M +$5.62M +212,528 +5%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$90.6M -$18.4M -695,895 -16%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$87.7M +$3.08M +116,488 +3%
Franklin Resources
17
Franklin Resources
California
$86.6M +$12.3M +465,700 +15%
Legal & General Group
18
Legal & General Group
United Kingdom
$84.2M +$5.03M +190,141 +6%
BC
19
Brookfield Corp
Ontario, Canada
$82.8M +$53.4M +2,016,770 +155%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$80.2M +$12.1M +455,926 +17%
MBA
21
Maple-Brown Abbott
Australia
$79.7M -$4.64M -175,400 -5%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$71.4M +$1.22M +46,062 +2%
CBOA
23
Commonwealth Bank of Australia
Australia
$69.6M -$45.6M -1,722,554 -38%
DPIM
24
Duff & Phelps Investment Management
Illinois
$60.8M -$27.4K -1,035 -0%
WHRC
25
W.H. Reaves & Co
New Jersey
$60.3M +$10.6M +398,781 +20%

NI Hedge Fund Activity: Q3 2018 in Review

465 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2018, worth a combined $8.43B — down 3% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new NI positions and 55 closed out — a net gain of 4 holders — while 174 added to existing stakes and 133 trimmed.

The largest buyer was Millennium Management, adding an estimated $92.6M. The largest seller was Citadel Advisors, cutting an estimated $88M.

  • 465 institutional investors held NiSource (NI) as of Q3 2018, down from 467 in Q2 2018.
  • Funds reported $8.43B of NiSource stock for Q3 2018, down 3% quarter-over-quarter.
  • 59 funds opened new NiSource positions in Q3 2018 and 55 closed out, a net change of +4 holders.
  • The largest NiSource buyer in Q3 2018 was Millennium Management, an estimated $92.6M added.
  • The largest NiSource seller in Q3 2018 was Citadel Advisors, an estimated $88M sold.

Based on aggregated 13F filings for Q3 2018.