NiSource
574 hedge funds and large institutions have $10.4B invested in NiSource in 2022 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 219 increasing their positions, 160 reducing their positions, and 60 closing their positions.
70% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 60
37% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 160
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
10% more capital invested
Capital invested by funds: $9.51B → $10.4B (+$930M)
6% more funds holding
Funds holding: 543 → 574 (+31)
1.14% more ownership
Funds ownership: 93.33% → 94.47% (+1.1%)
32% less call options, than puts
Call options by funds: $7.05M | Put options by funds: $10.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$146M |
| 2 |
ZP
Zimmer Partners
New York
|
+$125M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$90.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$60.5M |
| 5 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$241M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$57.7M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$55.5M |
| 4 |
Barclays
London,
United Kingdom
|
-$48M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$44.1M |
NI Hedge Fund Activity: Q4 2022 in Review
574 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2022, worth a combined $10.4B — up 9.8% from $9.51B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new NI positions and 60 closed out — a net gain of 42 holders — while 219 added to existing stakes and 160 trimmed.
The largest buyer was Millennium Management, adding an estimated $146M. The largest seller was T. Rowe Price Associates, cutting an estimated $241M.
- 574 institutional investors held NiSource (NI) as of Q4 2022, up from 543 in Q3 2022.
- Funds reported $10.4B of NiSource stock for Q4 2022, up 9.8% quarter-over-quarter.
- 102 funds opened new NiSource positions in Q4 2022 and 60 closed out, a net change of +42 holders.
- The largest NiSource buyer in Q4 2022 was Millennium Management, an estimated $146M added.
- The largest NiSource seller in Q4 2022 was T. Rowe Price Associates, an estimated $241M sold.
Based on aggregated 13F filings for Q4 2022.