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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
CI
326
Cigna Investments
Connecticut
$296K -$47K -1,850 -13%
WAM
327
World Asset Management
Michigan
$292K +$2.04K +80 +0.7%
GCP
328
GSA Capital Partners
United Kingdom
$292K +$303K +11,908 New
GTCM
329
Gyon Technologies Capital Management
New Jersey
$287K +$298K +11,733 New
AP
330
Advisor Partners
California
$285K +$2.82K +111 +1%
ESCM
331
Echo Street Capital Management
New York
$282K +$293K +11,530 New
B
332
BP
United Kingdom
$280K -$152K -5,979 -34%
VF
333
Virtu Financial
New York
$278K +$288K +11,329 New
GC
334
Gilbert & Cook
Iowa
$273K +$283K +11,137 New
Group One Trading
335
Group One Trading
Illinois
$273K +$283K +11,141 New
Baird Financial Group
336
Baird Financial Group
Wisconsin
$270K -$179K -7,048 -39%
IRF
337
IBM Retirement Fund
New York
$268K -$52K -2,044 -16%
LNWWM
338
Laird Norton Wetherby Wealth Management
California
$267K +$277K +10,896 New
SCM
339
Spreng Capital Management
Ohio
$263K – – –
RFO
340
RiverGlades Family Offices
Florida
$262K – – –
SFG
341
StrategIQ Financial Group
Indiana
$256K – – –
PNC
342
Park National Corp
Ohio
$250K -$98.4K -3,869 -27%
KRSITF
343
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$250K -$3.79K -149 -1%
NICM
344
Neo Ivy Capital Management
New York
$250K +$127K +4,976 +95%
Connor, Clark & Lunn Investment Management (CC&L)
345
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$248K -$8.7K -342 -3%
MCWS
346
McKinley Carter Wealth Services
West Virginia
$248K – – –
CA
347
Calton & Associates
Florida
$247K -$3.41K -134 -1%
NSEDCP
348
NJ State Employees Deferred Compensation Plan
New Jersey
$245K – – –
WCA
349
Windsor Creek Advisors
Vermont
$245K +$254K +10,000 New
TSS
350
Two Sigma Securities
New York
$244K +$253K +9,957 New
12 13
14
15 16

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.