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NiSource
NI

491 hedge funds and large institutions have $9.1B invested in NiSource in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 190 increasing their positions, 151 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $4.15M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

26% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 151

1.79% more ownership

Funds ownership: 93.93% → 95.72% (+1.8%)

1% more capital invested

Capital invested by funds: $9.02B → $9.1B (+$79.4M)

4% less funds holding

Funds holding: 509 → 491 (-18)

19% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 58

Holders
491
Holders Change
-18
Holders Change %
-3.54%
% of All Funds
8.6%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
47
Increased
190
Reduced
151
Closed
58
Calls
$11.6M
Puts
$4.15M
Net Calls
+$7.4M
Net Calls Change
-$699K

Top Buyers

1
BlackRock
BlackRock
New York
+$86.3M
2
Barclays
Barclays
United Kingdom
+$84.6M
3
State Street
State Street
Massachusetts
+$72.5M
4
Invesco
Invesco
Georgia
+$63.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$47.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$152M
2
Two Sigma Investments
Two Sigma Investments
New York
-$56.7M
3
ZP
Zimmer Partners
New York
-$53.7M
4
JAM
Jupiter Asset Management
United Kingdom
-$25.5M
5
PAM
Panagora Asset Management
Massachusetts
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHRC
26
W.H. Reaves & Co
New Jersey
$58.4M -$335K -13,441 -0.6%
HHAM
27
HITE Hedge Asset Management
Massachusetts
$54.8M +$37.8M +1,517,138 +203%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$53.1M +$8.75M +351,052 +19%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$53M +$1.35M +54,311 +3%
ACI
30
AMP Capital Investors
Australia
$52.4M -$13.6M -544,068 -20%
Renaissance Technologies
31
Renaissance Technologies
New York
$49.5M +$5.08M +203,600 +11%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.5M +$773K +30,998 +2%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$46.3M +$47.2M +1,891,976 +9,188%
PPA
34
Parametric Portfolio Associates
Washington
$46.3M +$233K +9,327 +0.5%
ECP
35
Empyrean Capital Partners
California
$41.7M – – –
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$41.5M +$5.6M +224,477 +15%
Goldman Sachs
37
Goldman Sachs
New York
$40.7M +$31.2M +1,249,801 +290%
JP Morgan Chase
38
JP Morgan Chase
New York
$40.3M -$9.95M -399,062 -19%
PAMS
39
Pictet Asset Management (Switzerland)
Switzerland
$39.7M +$40.9M +1,639,063 New
Russell Investments Group
40
Russell Investments Group
United Kingdom
$39.3M +$1.93M +77,606 +5%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$38.1M +$14.8M +593,197 +61%
Swiss National Bank
42
Swiss National Bank
Switzerland
$37.7M -$1.09M -43,700 -3%
Norges Bank
43
Norges Bank
Norway
$36.9M -$2.68M -107,520 -7%
Victory Capital Management
44
Victory Capital Management
Texas
$36.7M -$823 -33 -0%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$35.9M +$1.36M +54,374 +4%
Jennison Associates
46
Jennison Associates
New York
$35.3M +$832K +33,352 +2%
Principal Financial Group
47
Principal Financial Group
Iowa
$35.2M +$24.1M +965,275 +199%
SO
48
STRS Ohio
Ohio
$35M +$6.11M +244,900 +20%
Macquarie Group
49
Macquarie Group
Australia
$35M -$199K -7,995 -0.6%
CIMLRA
50
CBRE Investment Management Listed Real Assets
Pennsylvania
$34.2M +$3.01M +120,722 +9%
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NI Hedge Fund Activity: Q3 2021 in Review

491 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2021, worth a combined $9.1B — up 0.88% from $9.02B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of NI and 47 opened new positions — a net loss of 11 holders — while 151 trimmed existing stakes and 190 added.

The largest buyer was BlackRock, adding an estimated $86.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $152M.

  • 491 institutional investors held NiSource (NI) as of Q3 2021, down from 509 in Q2 2021.
  • Funds reported $9.1B of NiSource stock for Q3 2021, up 0.88% quarter-over-quarter.
  • 47 funds opened new NiSource positions in Q3 2021 and 58 closed out, a net change of -11 holders.
  • The largest NiSource buyer in Q3 2021 was BlackRock, an estimated $86.3M added.
  • The largest NiSource seller in Q3 2021 was T. Rowe Price Associates, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2021.