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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
TI
326
Tidal Investments
Wisconsin
$383K -$79K -2,608 -17%
APP
327
Alpha Paradigm Partners
Illinois
$374K +$384K +12,671 New
BS
328
Boenning & Scattergood
Pennsylvania
$373K
BPA
329
Beacon Pointe Advisors
California
$367K -$11K -363 -3%
RIA
330
Realta Investment Advisors
Delaware
$348K -$9.03K -298 -3%
QC
331
Quadrature Capital
United Kingdom
$346K +$119K +3,939 +51%
SA
332
Syntax Advisors
New York
$334K +$12.5K +414 +4%
VCG
333
Vantage Consulting Group
Virginia
$334K +$12.5K +414 +4%
Baird Financial Group
334
Baird Financial Group
Wisconsin
$332K -$26K -860 -7%
RC
335
RegentAtlantic Capital
New Jersey
$331K +$26.8K +886 +9%
LNWWM
336
Laird Norton Wetherby Wealth Management
California
$319K -$7.78K -257 -2%
XT
337
XTX Topco
Cayman Islands
$314K +$323K +10,658 New
TCCM
338
Timber Creek Capital Management
Massachusetts
$308K -$530K -17,515 -63%
SFG
339
StrategIQ Financial Group
Indiana
$304K
IWC
340
Integrated Wealth Concepts
Massachusetts
$302K -$39.1K -1,292 -11%
MCWS
341
McKinley Carter Wealth Services
West Virginia
$299K -$182 -6 -0.1%
CA
342
Calton & Associates
Florida
$299K +$848 +28 +0.3%
CFA
343
Compass Financial Advisors
Indiana
$298K +$485 +16 +0.2%
CFG
344
Citizens Financial Group
Rhode Island
$297K +$17.9K +591 +6%
NSEDCP
345
NJ State Employees Deferred Compensation Plan
New Jersey
$295K
WTA
346
Washington Trust Advisors
Massachusetts
$295K
TCM
347
Teza Capital Management
Illinois
$294K +$302K +9,965 New
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$293K +$12K +396 +4%
CB
349
Commerce Bank
Missouri
$290K -$35.3K -1,167 -11%
SS
350
Simplicity Solutions
Minnesota
$290K +$65.5K +2,162 +28%

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.