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NiSource
NI

509 hedge funds and large institutions have $9.02B invested in NiSource in 2021 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 186 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $3.2M

57% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 154

5% more funds holding

Funds holding: 486 → 509 (+23)

3% more capital invested

Capital invested by funds: $8.78B → $9.02B (+$240M)

0.91% more ownership

Funds ownership: 93.03% → 93.93% (+0.91%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
509
Holders Change
+23
Holders Change %
+4.73%
% of All Funds
8.86%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
69
Increased
186
Reduced
154
Closed
44
Calls
$11.3M
Puts
$3.2M
Net Calls
+$8.1M
Net Calls Change
+$3.75M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$118M
2
ZP
Zimmer Partners
New York
+$85.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$55.6M
4
Renaissance Technologies
Renaissance Technologies
New York
+$46.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$45.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$411M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$159M
3
CS
Credit Suisse
Switzerland
-$47.1M
4
Norges Bank
Norges Bank
Norway
-$44.4M
5
CVA
Ceredex Value Advisors
Florida
-$34.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
226
Blueshift Asset Management
New Jersey
$1.11M +$1.15M +45,264 New
Osaic Holdings
227
Osaic Holdings
Arizona
$1.1M +$597K +23,476 +110%
AAM
228
Advisors Asset Management
Colorado
$1.03M +$334K +13,120 +45%
Nomura Holdings
229
Nomura Holdings
Japan
$1.03M +$1.07M +42,154 New
DTL
230
Dynamic Technology Lab
Singapore
$1.01M -$331K -13,022 -24%
HIMCH
231
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M -$34.9K -1,373 -3%
OQS
232
Occudo Quantitative Strategies
Florida
$1.01M +$174K +6,827 +20%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$995K -$3.19M -125,500 -76%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$935K +$14.9K +586 +2%
SCM
235
Stevens Capital Management
Pennsylvania
$923K +$958K +37,663 New
WG
236
Winton Group
United Kingdom
$899K +$933K +36,685 New
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$851K -$75.9K -2,985 -8%
EGM
238
Engineers Gate Manager
New York
$835K -$1.04M -40,720 -54%
OFG
239
Oxford Financial Group
Indiana
$823K – – –
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$819K +$28K +1,100 +3%
SAM
241
Securian Asset Management
Minnesota
$808K -$4.91K -193 -0.6%
BMSSC
242
B. Metzler seel. Sohn & Co
Germany
$808K +$576K +22,654 +219%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$804K +$24.2K +952 +3%
NB
244
Norinchukin Bank
Japan
$795K -$3.69K -145 -0.4%
LBD
245
Landsberg Bennett & Dubbaneh
Florida
$756K +$27.2K +1,068 +4%
RFC
246
Regions Financial Corp
Alabama
$732K +$38.4K +1,509 +5%
ECM
247
Everence Capital Management
Indiana
$729K – – –
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$728K – – –
PCM
249
Prelude Capital Management
New York
$713K -$271K -10,641 -27%
VI
250
Vestcor Inc
New Brunswick, Canada
$713K -$80.3K -3,156 -10%
8 9
10
11 12

NI Hedge Fund Activity: Q2 2021 in Review

509 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2021, worth a combined $9.02B — up 2.7% from $8.78B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new NI positions and 44 closed out — a net gain of 25 holders — while 186 added to existing stakes and 154 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $118M. The largest seller was T. Rowe Price Associates, cutting an estimated $411M.

  • 509 institutional investors held NiSource (NI) as of Q2 2021, up from 486 in Q1 2021.
  • Funds reported $9.02B of NiSource stock for Q2 2021, up 2.7% quarter-over-quarter.
  • 69 funds opened new NiSource positions in Q2 2021 and 44 closed out, a net change of +25 holders.
  • The largest NiSource buyer in Q2 2021 was Deutsche Bank, an estimated $118M added.
  • The largest NiSource seller in Q2 2021 was T. Rowe Price Associates, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2021.