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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
AIC
451
Archer Investment Corporation
Indiana
$11.2K – – –
SWM
452
Selective Wealth Management
Virginia
$11K – – –
EIP
453
Ellis Investment Partners
Pennsylvania
$11K +$102 +4 +0.9%
EW
454
Evoke Wealth
California
$10K – – –
ASBI
455
American State Bank (Iowa)
Iowa
$9.19K – – –
CFFP
456
Center for Financial Planning
Michigan
$9K – – –
CTB
457
Country Trust Bank
Illinois
$9K – – –
KFI
458
Key Financial Inc
Pennsylvania
$9K – – –
WT
459
Washington Trust
Rhode Island
$9K – – –
COCM
460
Charter Oak Capital Management
New Hampshire
$9K +$76 +3 +0.8%
National Pension Service
461
National Pension Service
South Korea
$9K +$1.14K +45 +14%
SWA
462
SOA Wealth Advisors
New York
$9K +$3.87K +152 +60%
AIM
463
Anchor Investment Management
South Carolina
$8.57K – – –
ZB
464
Zions Bancorporation
Utah
$8K -$1.5K -59 -15%
GLLW
465
Graves Light Lenhart Wealth
Virginia
$8K – – –
HWM
466
Holloway Wealth Management
Florida
$8K – – –
WB
467
Webster Bank
Connecticut
$8K – – –
IP
468
Isthmus Partners
Wisconsin
$8K +$8.27K +325 New
AA
469
Addison Advisors
Vermont
$8K +$8.62K +339 New
GEA
470
Glen Eagle Advisors
New Jersey
$7.46K – – –
OC
471
Oakworth Capital
Alabama
$7K – – –
RDWM
472
Red Door Wealth Management
Tennessee
$7K +$7.96K +313 New
ONST
473
Old North State Trust
North Carolina
$6K – – –
TFO
474
Tarbox Family Office
California
$6K – – –
MFT
475
Moisand Fitzgerald Tamayo
Florida
$5K – – –
17 18
19
20 21

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.