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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.77B +$2.69M +99,821 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.23B +$32.7M +1,213,746 +3%
BlackRock
3
BlackRock
New York
$876M -$44.3M -1,643,612 -5%
State Street
4
State Street
Massachusetts
$531M +$24.1M +894,653 +5%
ZP
5
Zimmer Partners
New York
$503M +$83.5M +3,096,880 +21%
JP Morgan Chase
6
JP Morgan Chase
New York
$434M +$15.3M +567,988 +4%
Deutsche Bank
7
Deutsche Bank
Germany
$324M +$38.5M +1,428,602 +14%
AllianceBernstein
8
AllianceBernstein
Tennessee
$254M -$18.6M -691,347 -7%
Capital Research Global Investors
9
Capital Research Global Investors
California
$170M +$30.1K +1,117 +0%
Invesco
10
Invesco
Georgia
$170M +$94.8M +3,516,382 +146%
Jennison Associates
11
Jennison Associates
New York
$161M +$64M +2,375,299 +73%
CBOA
12
Commonwealth Bank of Australia
Australia
$152M +$35.3M +1,309,337 +33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$147M +$11.8M +436,907 +9%
Northern Trust
14
Northern Trust
Illinois
$131M +$3.45M +128,055 +3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$129M +$1.11M +41,152 +0.9%
Legal & General Group
16
Legal & General Group
United Kingdom
$123M +$15.1M +561,967 +15%
BC
17
Brookfield Corp
Ontario, Canada
$122M +$10.4M +387,102 +10%
Franklin Resources
18
Franklin Resources
California
$105M +$5.49M +203,496 +6%
MBA
19
Maple-Brown Abbott
Australia
$104M +$2.94M +108,970 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$104M +$3.54M +131,433 +4%
Goldman Sachs
21
Goldman Sachs
New York
$102M +$7.72M +286,327 +9%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$100M -$24M -891,369 -20%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$98.3M +$35.7M +1,324,440 +63%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$94.6M +$322K +11,928 +0.4%
DPIM
25
Duff & Phelps Investment Management
Illinois
$80.7M -$86K -3,190 -0.1%

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.