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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
AA
451
AlphaMark Advisors
Kentucky
$27K -$13.6K -450 -33%
SPWG
452
Sage Private Wealth Group
Illinois
$27K
WBC
453
West Branch Capital
Massachusetts
$27K
Group One Trading
454
Group One Trading
Illinois
$25K -$483K -15,963 -95%
SWM
455
Sugarloaf Wealth Management
Georgia
$25K
SSG
456
Summit Securities Group
New York
$25K +$20.9K +689 +428%
CI
457
CX Institutional
Indiana
$24K +$24.9K +822 New
Loomis, Sayles & Company
458
Loomis, Sayles & Company
Massachusetts
$21K -$2.69K -89 -11%
FCA
459
FinTrust Capital Advisors
South Carolina
$20K +$91 +3 +0.4%
BFEC
460
Benjamin F. Edwards & Company
Missouri
$20K +$20.3K +669 New
CIM
461
Chiron Investment Management
New York
$20K +$20.6K +681 New
SSC
462
Syverson Strege & Co
Iowa
$18K +$30 +1 +0.2%
PTC
463
Private Trust Company
Ohio
$18K +$18.6K +615 New
VVP
464
Venture Visionary Partners
Ohio
$17K +$17.5K +577 New
QC
465
Quent Capital
New York
$17K
CTC
466
Central Trust Company
Missouri
$16K
BONH
467
Bank of New Hampshire
New Hampshire
$15K
OIA
468
Optimum Investment Advisors
Illinois
$15K
PCTC
469
Perkins Coie Trust Company
Washington
$15K
SIC
470
Salem Investment Counselors
North Carolina
$15K
FHA
471
First Horizon Advisors
Tennessee
$14K +$9.09K +300 +147%
EIP
472
Ellis Investment Partners
Pennsylvania
$13K +$121 +4 +0.9%
EWA
473
EverSource Wealth Advisors
Alabama
$13K +$8.51K +281 +177%
HFS
474
Heritage Financial Services
Massachusetts
$13K +$13.5K +446 New
EW
475
Evoke Wealth
California
$12K

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.