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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
AIP
376
Ameritas Investment Partners
Nebraska
$131K -$18.7K -737 -12%
Simplex Trading
377
Simplex Trading
Illinois
$124K +$95K +3,735 +281%
SOW
378
State of Wyoming
Wyoming
$121K +$126K +4,957 New
TWA
379
TCI Wealth Advisors
Arizona
$116K +$814 +32 +0.7%
SSB
380
Sandy Spring Bank
Maryland
$114K – – –
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$113K +$5.16K +203 +5%
S
382
SignatureFD
Georgia
$113K +$17.3K +681 +17%
LS
383
Livforsakringsbolaget Skandia
Sweden
$108K – – –
BAM
384
Belpointe Asset Management
Nevada
$108K +$112K +4,421 New
HFM
385
Hartford Financial Management
Connecticut
$103K – – –
SIS
386
Sound Income Strategies
Florida
$97K – – –
SWM
387
Spire Wealth Management
Virginia
$92K -$300K -11,784 -76%
HPC
388
HM Payson & Co
Maine
$85K – – –
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$84K +$42.4K +1,669 +91%
QT
390
Quantbot Technologies
New York
$83K -$1.17M -46,112 -93%
SIM
391
Sentry Investment Management
Wisconsin
$83K – – –
CT
392
Caldwell Trust
Florida
$81.9K – – –
JMF
393
Johnson Midwest Financial
Iowa
$74K – – –
CCA
394
Column Capital Advisors
Indiana
$71K – – –
Twin Tree Management
395
Twin Tree Management
Texas
$70K +$6.92K +272 +11%
DMBA
396
Deseret Mutual Benefit Administrators
Utah
$68K +$70.4K +2,768 New
AF
397
Advisornet Financial
Minnesota
$68K +$70.7K +2,779 New
DFCM
398
Dark Forest Capital Management
Puerto Rico
$57K +$59.7K +2,346 New
TIM
399
Tortoise Investment Management
New York
$54K -$56K -2,200 -50%
QCG
400
Quadrant Capital Group
Ohio
$53K -$2.85K -112 -5%
14 15
16
17 18

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.