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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
RFO
351
RiverGlades Family Offices
Florida
$283K -$33.3K -1,100 -10%
ZIM
352
Zacks Investment Management
Illinois
$282K +$289K +9,550 New
KA
353
Keene & Associates
Texas
$279K +$22K +725 +8%
SCM
354
Stevens Capital Management
Pennsylvania
$278K +$286K +9,433 New
PNC
355
Park National Corp
Ohio
$277K -$12.1K -400 -4%
HI
356
Horizon Investments
North Carolina
$267K -$173K -5,718 -39%
BBVA
357
Banco Bilbao Vizcaya Argentaria
Spain
$264K +$9.78K +323 +4%
UB
358
UMB Bank
Missouri
$258K
WB
359
WesBanco Bank
West Virginia
$254K -$21.2K -699 -7%
RPWA
360
Regent Peak Wealth Advisors
Georgia
$247K +$254K +8,377 New
HWM
361
Hemington Wealth Management
Virginia
$243K
HKIMG
362
Hutchens & Kramer Investment Management Group
Indiana
$242K
KAS
363
Kestra Advisory Services
Texas
$242K +$248K +8,202 New
EGM
364
Engineers Gate Manager
New York
$240K -$1.31M -43,353 -84%
BFC
365
Bedel Financial Consulting
Indiana
$240K
LK
366
Lumbard & Kellner
New Hampshire
$236K
JIC
367
Johnson Investment Counsel
Ohio
$235K
Simplex Trading
368
Simplex Trading
Illinois
$234K +$185K +6,124 +337%
EF
369
Empirical Finance
Pennsylvania
$230K +$35K +1,156 +17%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$229K +$23.4K +773 +11%
GT
371
Greenleaf Trust
Michigan
$228K -$11.9K -394 -5%
FDCDDQ
372
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K +$6.24K +206 +3%
ACM
373
Aquatic Capital Management
Illinois
$224K +$230K +7,600 New
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$223K +$7.36K +243 +3%
NA
375
NewEdge Advisors
Louisiana
$219K +$225K +7,436 New

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.