We are live on ! Find out more

481 hedge funds and large institutions have $8.75B invested in NiSource in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $7.78M | Put options by funds: $3.78M

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

3% more funds holding

Funds holding: 465481 (+16)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

4% more capital invested

Capital invested by funds: $8.43B → $8.75B (+$319M)

0.65% more ownership

Funds ownership: 93.19%93.84% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
481
Holders Change
+16
Holders Change %
+3.44%
% of All Funds
10.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
67
Increased
163
Reduced
157
Closed
47
Calls
$7.78M
Puts
$3.78M
Net Calls
+$4M
Net Calls Change
+$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.56B -$13.7M -533,055 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05B +$44M +1,704,739 +4%
BlackRock
3
BlackRock
New York
$816M +$21.9M +849,329 +3%
State Street
4
State Street
Massachusetts
$447M +$19.1M +738,780 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$370M +$44.2M +1,711,646 +13%
ZP
6
Zimmer Partners
New York
$366M +$22.2M +859,983 +6%
Deutsche Bank
7
Deutsche Bank
Germany
$250M +$44.3M +1,716,324 +21%
AllianceBernstein
8
AllianceBernstein
Tennessee
$242M -$732K -28,379 -0.3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$150M -$49.3M -1,912,709 -24%
Millennium Management
10
Millennium Management
New York
$140M +$10.7M +416,570 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$119M +$9.39M +363,894 +8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$113M +$21.5M +834,488 +23%
Northern Trust
13
Northern Trust
Illinois
$113M +$4.36M +168,893 +4%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$111M -$4.96M -192,466 -4%
CBOA
15
Commonwealth Bank of Australia
Australia
$102M +$31.4M +1,217,026 +44%
BC
16
Brookfield Corp
Ontario, Canada
$98.2M +$14.2M +551,907 +17%
Legal & General Group
17
Legal & General Group
United Kingdom
$94.1M +$8.55M +331,291 +10%
MBA
18
Maple-Brown Abbott
Australia
$92.4M +$11.5M +447,050 +14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$88.3M -$910K -35,269 -1%
Franklin Resources
20
Franklin Resources
California
$88.1M
Wellington Management Group
21
Wellington Management Group
Massachusetts
$83.4M +$1.86M +72,120 +2%
Goldman Sachs
22
Goldman Sachs
New York
$83.3M +$39.3M +1,523,388 +86%
Jennison Associates
23
Jennison Associates
New York
$82.4M +$37.5M +1,453,010 +81%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$77M +$40M +1,551,419 +104%
DPIM
25
Duff & Phelps Investment Management
Illinois
$71.4M +$9.76M +378,476 +16%

NI Hedge Fund Activity: Q4 2018 in Review

481 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2018, worth a combined $8.75B — up 3.8% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NI positions and 47 closed out — a net gain of 20 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $44.3M. The largest seller was Invesco, cutting an estimated $79.1M.

  • 481 institutional investors held NiSource (NI) as of Q4 2018, up from 465 in Q3 2018.
  • Funds reported $8.75B of NiSource stock for Q4 2018, up 3.8% quarter-over-quarter.
  • 67 funds opened new NiSource positions in Q4 2018 and 47 closed out, a net change of +20 holders.
  • The largest NiSource buyer in Q4 2018 was Deutsche Bank, an estimated $44.3M added.
  • The largest NiSource seller in Q4 2018 was Invesco, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2018.