NiSource
532 hedge funds and large institutions have $12B invested in NiSource in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 189 increasing their positions, 176 reducing their positions, and 62 closing their positions.
37% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 62
31% more call options, than puts
Call options by funds: $8.55M | Put options by funds: $6.53M
16% more capital invested
Capital invested by funds: $10.3B → $12B (+$1.67B)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
3% more funds holding
Funds holding: 517 → 532 (+15)
7% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 176
2.11% less ownership
Funds ownership: 95.96% → 93.86% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$326M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$150M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$98.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$57.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$398M |
| 2 |
Barclays
London,
United Kingdom
|
-$81M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$63.8M |
| 4 |
Goldman Sachs
New York
|
-$41.2M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$40.4M |
NI Hedge Fund Activity: Q1 2022 in Review
532 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2022, worth a combined $12B — up 16% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new NI positions and 62 closed out — a net gain of 23 holders — while 189 added to existing stakes and 176 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $326M. The largest seller was BlackRock, cutting an estimated $398M.
- 532 institutional investors held NiSource (NI) as of Q1 2022, up from 517 in Q4 2021.
- Funds reported $12B of NiSource stock for Q1 2022, up 16% quarter-over-quarter.
- 85 funds opened new NiSource positions in Q1 2022 and 62 closed out, a net change of +23 holders.
- The largest NiSource buyer in Q1 2022 was T. Rowe Price Associates, an estimated $326M added.
- The largest NiSource seller in Q1 2022 was BlackRock, an estimated $398M sold.
Based on aggregated 13F filings for Q1 2022.