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NiSource

543 hedge funds and large institutions have $9.51B invested in NiSource in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 197 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 176

1% more funds holding

Funds holding: 537543 (+6)

3% less call options, than puts

Call options by funds: $5M | Put options by funds: $5.14M

2.17% less ownership

Funds ownership: 95.49%93.33% (-2.2%)

17% less capital invested

Capital invested by funds: $11.4B → $9.51B (-$1.88B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
543
Holders Change
+6
Holders Change %
+1.12%
% of All Funds
9.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
67
Increased
197
Reduced
176
Closed
55
Calls
$5M
Puts
$5.14M
Net Calls
-$149K
Net Calls Change
+$435K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
26
Jennison Associates
New York
$79M +$9.19K +312 +0%
TSW
27
Thompson Siegel & Walmsley
Virginia
$73.3M -$958K -32,513 -1%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$72.3M -$1.13M -38,428 -1%
WHRC
29
W.H. Reaves & Co
New Jersey
$71.4M +$11.3M +382,009 +16%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$70.2M -$4.02M -136,433 -5%
ECP
31
Empyrean Capital Partners
California
$69.2M +$30.2M +1,027,000 +60%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$63.2M +$3.4M +115,355 +5%
DPIM
33
Duff & Phelps Investment Management
Illinois
$63M
Norges Bank
34
Norges Bank
Norway
$58.2M +$18.8M +636,741 +38%
Nomura Holdings
35
Nomura Holdings
Japan
$57.7M +$52.7M +1,789,530 +358%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$57.6M -$2.26M -76,636 -3%
Millennium Management
37
Millennium Management
New York
$54.4M -$90.2M -3,061,358 -59%
EIP
38
Epoch Investment Partners
New York
$54.3M -$1.31M -44,306 -2%
MBA
39
Maple-Brown Abbott
Australia
$54.1M -$6.77M -229,880 -10%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$51.4M -$388K -13,181 -0.6%
UBS AM
41
UBS AM
Illinois
$50.9M +$16.2M +549,942 +37%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$50.7M -$7.93M -269,315 -12%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.8M -$1.25M -42,432 -2%
Principal Financial Group
44
Principal Financial Group
Iowa
$47.8M -$1.01M -34,380 -2%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$47.1M +$55M +1,867,848 New
SO
46
STRS Ohio
Ohio
$46.5M -$3.49M -118,484 -6%
JAM
47
Jupiter Asset Management
United Kingdom
$44.8M +$13.8M +468,439 +36%
Swiss National Bank
48
Swiss National Bank
Switzerland
$44.2M -$100K -3,400 -0.2%
PAMS
49
Pictet Asset Management (Switzerland)
Switzerland
$39.8M +$1.38M +46,738 +3%
PAM
50
Panagora Asset Management
Massachusetts
$38.4M +$4.86M +164,902 +12%

NI Hedge Fund Activity: Q3 2022 in Review

543 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2022, worth a combined $9.51B — down 17% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NI positions and 55 closed out — a net gain of 12 holders — while 197 added to existing stakes and 176 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $180M. The largest seller was T. Rowe Price Associates, cutting an estimated $347M.

  • 543 institutional investors held NiSource (NI) as of Q3 2022, up from 537 in Q2 2022.
  • Funds reported $9.51B of NiSource stock for Q3 2022, down 17% quarter-over-quarter.
  • 67 funds opened new NiSource positions in Q3 2022 and 55 closed out, a net change of +12 holders.
  • The largest NiSource buyer in Q3 2022 was National Bank of Canada, an estimated $180M added.
  • The largest NiSource seller in Q3 2022 was T. Rowe Price Associates, an estimated $347M sold.

Based on aggregated 13F filings for Q3 2022.