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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
ARMT
376
Amica Retiree Medical Trust
Rhode Island
$217K +$28K +924 +14%
Bessemer Group
377
Bessemer Group
New Jersey
$216K
EFG
378
Everhart Financial Group
Ohio
$214K +$220K +7,251 New
UCFA
379
United Capital Financial Advisors
Texas
$212K -$3.73K -123 -2%
H6H
380
Hightower 6M Holding
Kansas
$212K -$212 -7 -0.1%
CCP
381
Corient Capital Partners
California
$211K -$21.2K -701 -9%
MSFS
382
Main Street Financial Solutions
Pennsylvania
$211K +$182 +6 +0.1%
JF
383
Jump Financial
Illinois
$210K -$427K -14,093 -66%
RJT
384
Raymond James Trust
Florida
$209K -$48.3K -1,596 -18%
CIA
385
Capital Investment Advisors
Georgia
$209K -$2.3K -76 -1%
WFI
386
West Family Investments
California
$205K -$7.24K -239 -3%
TF
387
TIAA FSB
Florida
$201K +$206K +6,804 New
EA
388
Evolution Advisers
Virginia
$178K
AIP
389
Ameritas Investment Partners
Nebraska
$158K
CF
390
Centaurus Financial
California
$156K
S
391
SignatureFD
Georgia
$155K -$16.4K -541 -9%
SWA
392
Sutton Wealth Advisors
Florida
$153K
TWA
393
TCI Wealth Advisors
Arizona
$143K +$909 +30 +0.6%
SSB
394
Sandy Spring Bank
Maryland
$138K
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$130K -$104K -3,437 -44%
TSWM
396
Tyler-Stone Wealth Management
Ohio
$128K -$33.6K -1,110 -20%
HFM
397
Hartford Financial Management
Connecticut
$123K
HPC
398
HM Payson & Co
Maine
$123K
SIS
399
Sound Income Strategies
Florida
$118K
CT
400
Caldwell Trust
Florida
$113K

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.