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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
IMRF
351
Illinois Municipal Retirement Fund
Illinois
$240K -$6.1M -239,843 -96%
LIM
352
Longfellow Investment Management
Massachusetts
$240K -$167K -6,564 -40%
VI
353
Versor Investments
New York
$240K +$249K +9,789 New
HNB
354
Huntington National Bank
Ohio
$239K -$7.63K -300 -3%
WB
355
WesBanco Bank
West Virginia
$237K -$14.7K -578 -6%
MMG
356
Monetary Management Group
Missouri
$232K – – –
PI
357
PEAK6 Investments
Illinois
$231K -$987K -38,794 -80%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$231K +$18.7K +737 +8%
CCA
359
Catalyst Capital Advisors
New York
$230K +$14.2K +559 +6%
TI
360
Tidal Investments
Wisconsin
$218K -$8.93K -351 -4%
Rafferty Asset Management
361
Rafferty Asset Management
New York
$215K +$223K +8,785 New
UB
362
UMB Bank
Missouri
$214K – – –
QIM
363
Quantitative Investment Management
Virginia
$212K -$1.73M -67,984 -89%
JIC
364
Johnson Investment Counsel
Ohio
$212K -$2.9K -114 -1%
CWM
365
Concentric Wealth Management
California
$208K – – –
ASN
366
Advisory Services Network
Georgia
$208K +$216K +8,494 New
PAG
367
Private Advisor Group
New Jersey
$206K +$214K +8,423 New
HWM
368
Hemington Wealth Management
Virginia
$202K -$1.04K -41 -0.5%
Bessemer Group
369
Bessemer Group
New Jersey
$171K +$16.8K +661 +10%
FF
370
FourThought Financial
Florida
$161K – – –
SWA
371
Sutton Wealth Advisors
Florida
$157K – – –
CFGS
372
Concourse Financial Group Securities
Alabama
$154K +$153K +6,010 +2,131%
FAF
373
Första AP-fonden
Sweden
$152K -$2.94M -115,700 -95%
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$149K +$4.45K +175 +3%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$137K – – –
13 14
15
16 17

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.