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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
KFAA
426
Klaas Financial Asset Advisors
Illinois
$45K
DCM
427
Dupont Capital Management
Delaware
$44K -$32.1K -1,061 -42%
CAM
428
Costello Asset Management
Pennsylvania
$44K
HIA
429
Harbor Investment Advisory
Maryland
$44K
UAML
430
US Asset Management LLC
Pennsylvania
$41K
ACA
431
Atlas Capital Advisors
Wyoming
$38K
EC
432
Elequin Capital
New York
$38K +$273 +9 +0.7%
PFBT
433
Parkside Financial Bank & Trust
Missouri
$38K +$18K +594 +85%
HNWAG
434
High Net Worth Advisory Group
Florida
$37K
PMFA
435
Plante Moran Financial Advisors
Michigan
$36K
RA
436
Rise Advisors
New York
$35K +$273 +9 +0.8%
CFGS
437
Concourse Financial Group Securities
Alabama
$34K -$4.72K -156 -12%
HFS
438
Hantz Financial Services
Michigan
$33K -$1.15K -38 -3%
WTC
439
WhitTier Trust Company
Nevada
$33K +$34.4K +1,135 New
WPA
440
West Paces Advisors
Georgia
$31.6K +$32.5K +1,072 New
AIM
441
Achmea Investment Management
Netherlands
$31K
LC
442
Lindbrook Capital
California
$30K -$2.76K -91 -8%
GI
443
Gradient Investments
Minnesota
$30K
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$29.7K +$7.72M +255,062 +34%
CWM
445
Cedar Wealth Management
California
$29K
CWA
446
Clearview Wealth Advisors
Oregon
$29K
IAMOG
447
Investors Asset Management of Georgia
Georgia
$29K +$30.3K +1,000 New
BSB
448
Bangor Savings Bank
Maine
$28K +$29.1K +961 New
TWC
449
TD Waterhouse Canada
Ontario, Canada
$27.2K -$757 -25 -3%
LS
450
Livforsakringsbolaget Skandia
Sweden
$27K -$30.3K -1,000 -53%

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.