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537 hedge funds and large institutions have $11.4B invested in NiSource in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 208 increasing their positions, 160 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 49

30% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 160

1.64% more ownership

Funds ownership: 93.86%95.49% (+1.6%)

1% more funds holding

Funds holding: 531537 (+6)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less call options, than puts

Call options by funds: $5.26M | Put options by funds: $5.85M

5% less capital invested

Capital invested by funds: $12B → $11.4B (-$622M)

Holders
537
Holders Change
+6
Holders Change %
+1.13%
% of All Funds
9.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
64
Increased
208
Reduced
160
Closed
49
Calls
$5.26M
Puts
$5.85M
Net Calls
-$584K
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
Everence Capital Management
Indiana
$878K
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$873K +$64.4K +2,127 +8%
UFF
253
USA Financial Formulas
Michigan
$863K +$886K +29,264 New
NB
254
Norinchukin Bank
Japan
$857K -$233K -7,682 -21%
VPIM
255
Vanguard Personalized Indexing Management
California
$855K +$222K +7,319 +34%
US Bancorp
256
US Bancorp
Minnesota
$837K -$745K -24,606 -46%
RFC
257
Regions Financial Corp
Alabama
$836K -$27.2K -897 -3%
CWM
258
CIBC World Markets
New York
$835K +$135K +4,458 +19%
GAM
259
Gotham Asset Management
New York
$784K +$611K +20,170 +315%
Mariner
260
Mariner
Kansas
$781K +$55.3K +1,827 +7%
WBC
261
Westpac Banking Corp
Australia
$777K
BCM
262
Bayesian Capital Management
New York
$776K +$796K +26,300 New
ISL
263
Ingalls & Snyder LLC
New York
$757K -$91 -3 -0%
MNBTD
264
Moody National Bank Trust Division
Texas
$747K -$890K -29,383 -54%
William Blair & Company
265
William Blair & Company
Illinois
$744K +$40.9K +1,350 +6%
SCM
266
Schnieders Capital Management
California
$742K -$72.4K -2,392 -9%
LSERS
267
Louisiana State Employees Retirement System
Louisiana
$732K +$27.3K +900 +4%
BMSSC
268
B. Metzler seel. Sohn & Co
Germany
$728K +$250K +8,250 +50%
Acadian Asset Management
269
Acadian Asset Management
Massachusetts
$725K +$744K +24,578 New
OQS
270
Occudo Quantitative Strategies
Florida
$721K +$740K +24,442 New
MLICM
271
Metropolitan Life Insurance Company (MetLife)
New York
$721K +$6.24K +206 +0.9%
1SB
272
1ST Source Bank
Indiana
$718K -$14.4K -475 -2%
Walleye Trading
273
Walleye Trading
New York
$711K -$77.6K -2,564 -10%
VI
274
Vestcor Inc
New Brunswick, Canada
$694K +$97.3K +3,214 +16%
CL
275
CPWM LLC
Washington
$693K -$151K -4,998 -18%

NI Hedge Fund Activity: Q2 2022 in Review

537 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2022, worth a combined $11.4B — down 5.2% from $12B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NI positions and 49 closed out — a net gain of 15 holders — while 208 added to existing stakes and 160 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $92.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $89.9M sold.

  • 537 institutional investors held NiSource (NI) as of Q2 2022, up from 531 in Q1 2022.
  • Funds reported $11.4B of NiSource stock for Q2 2022, down 5.2% quarter-over-quarter.
  • 64 funds opened new NiSource positions in Q2 2022 and 49 closed out, a net change of +15 holders.
  • The largest NiSource buyer in Q2 2022 was SG Americas Securities, an estimated $92.6M added.
  • The largest NiSource seller in Q2 2022 was Citadel Advisors, an estimated $89.9M sold.

Based on aggregated 13F filings for Q2 2022.