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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
ST
401
Smithfield Trust
Pennsylvania
$91K
JMF
402
Johnson Midwest Financial
Iowa
$89K
CDIA
403
Capital Directions Investment Advisors
Georgia
$88K
MMG
404
Monetary Management Group
Missouri
$87K
C
405
Covestor
United Kingdom
$86K -$66.8K -2,205 -43%
CCA
406
Column Capital Advisors
Indiana
$86K
IA
407
IFP Advisors
Florida
$81K
SIM
408
Sentry Investment Management
Wisconsin
$79K -$10.4K -342 -11%
CJL
409
Cyrus J. Lawrence
New York
$71K
TCWA
410
Ten Capital Wealth Advisors
Washington
$70K
QCG
411
Quadrant Capital Group
Ohio
$69K +$3.48K +115 +5%
Jones Financial Companies
412
Jones Financial Companies
Missouri
$67K -$26.3K -869 -28%
BBHC
413
Brown Brothers Harriman & Co
New York
$66K +$9.42K +311 +16%
DMBA
414
Deseret Mutual Benefit Administrators
Utah
$64K
FBT
415
First Bank & Trust
South Dakota
$64K
BTI
416
Blue Trust Inc
Georgia
$63K +$59.8K +1,976 New
HI
417
Harbour Investments
Wisconsin
$56K +$57.7K +1,906 New
AS
418
Altshuler Shaham
Israel
$53K -$4.27K -141 -7%
PA
419
Parallel Advisors
California
$50K -$3.85K -127 -7%
BC
420
Bartlett & Co
Ohio
$50K
BCWM
421
Bartlett & Co Wealth Management
Ohio
$50K
APA
422
American Portfolios Advisors
New York
$48.8K +$33.3K +1,100 +198%
SWM
423
SeaCrest Wealth Management
New York
$48K +$49.2K +1,625 New
LCM
424
Logan Capital Management
Pennsylvania
$47K
SPIA
425
Steward Partners Investment Advisory
New York
$47K +$30 +1 +0.1%

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.