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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
HighTower Advisors
276
HighTower Advisors
Illinois
$667K -$1.78M -58,819 -72%
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$643K -$30.3K -1,000 -4%
Mercer Global Advisors
278
Mercer Global Advisors
Colorado
$643K -$1.39K -46 -0.2%
CGH
279
Crossmark Global Holdings
Texas
$639K -$3.03K -100 -0.5%
CCM
280
Cohen Capital Management
California
$625K
BL
281
Balentine LLC
Georgia
$622K +$385K +12,711 +152%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$619K -$219K -7,242 -26%
HMS
283
Hanseatic Management Services
New Mexico
$614K +$15.5K +513 +3%
MC
284
Moors & Cabot
Massachusetts
$605K -$9.48K -313 -2%
ETC
285
Exchange Traded Concepts
Oklahoma
$605K +$4.72K +156 +0.8%
DA
286
DCM Advisors
New York
$592K +$9.03K +298 +2%
SACTSONJ
287
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$590K
PAG
288
Private Advisor Group
New Jersey
$588K +$39.7K +1,310 +7%
PA
289
Profund Advisors
Maryland
$581K +$43.6K +1,441 +8%
SCI
290
Stableford Capital II
Arizona
$575K
TT
291
TI-Trust
Illinois
$559K
LFAS
292
Level Four Advisory Services
Texas
$542K
AI
293
Atom Investors
Texas
$521K +$12.8K +423 +2%
HIS
294
Horizon Investment Services
Indiana
$520K +$8.12K +268 +2%
MCM
295
MAI Capital Management
Ohio
$514K +$2.48K +82 +0.5%
PP
296
PDS Planning
Ohio
$512K +$57.6K +1,903 +12%
MAM
297
Meeder Asset Management
Ohio
$511K +$67.1K +2,215 +15%
BCV
298
Banque Cantonale Vaudoise
Switzerland
$508K -$48.5K -1,600 -8%
ABLA
299
Alan B. Lancz & Associates
Ohio
$505K -$54.5K -1,800 -10%
Verition Fund Management
300
Verition Fund Management
Connecticut
$504K -$7.65M -252,679 -94%

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.