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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
ZB
476
Zions Bancorporation
Utah
$12K
ARMC
477
American Research & Management Company
Massachusetts
$12K +$1.51K +50 +14%
CA
478
CoreCap Advisors
Michigan
$12K +$12.7K +419 New
ASBI
479
American State Bank (Iowa)
Iowa
$11.1K
BCMLT
480
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K
COCM
481
Charter Oak Capital Management
New Hampshire
$11K
KFI
482
Key Financial Inc
Pennsylvania
$11K
GLLW
483
Graves Light Lenhart Wealth
Virginia
$10K
WB
484
Webster Bank
Connecticut
$10K
GWS
485
Glassman Wealth Services
Virginia
$8K +$1.51K +50 +21%
NSIM
486
North Star Investment Management
Illinois
$7K -$7.57K -250 -50%
JWA
487
JFS Wealth Advisors
Pennsylvania
$7K +$757 +25 +13%
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$6K
FF
489
FourThought Financial
Florida
$6K
PB
490
Pinnacle Bancorp
Nebraska
$6K
TFGT
491
TS Financial Group (TSFG)
Illinois
$6K
NFSG
492
Newbridge Financial Services Group
Florida
$6K +$4.39K +145 +234%
CFFP
493
Center for Financial Planning
Michigan
$5K
CHC
494
City Holding Co
West Virginia
$5K
VCM
495
Versant Capital Management
Arizona
$5K
WOSD
496
WFA of San Diego
California
$5K +$5.45K +180 New
GRP
497
Global Retirement Partners
California
$4K
BWM
498
Baystate Wealth Management
Massachusetts
$4K +$30 +1 +0.8%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$4K +$273 +9 +8%
CA
500
Crewe Advisors
Utah
$4K +$3.91K +129 New

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.