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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
PRC
551
Pearl River Capital
Michigan
-$555K -17,439 Closed
CC
552
Centiva Capital
New York
-$522K -16,405 Closed
MIS
553
Morningstar Investment Services
Illinois
-$505K -16,014 Closed
OTPPB
554
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$330K -10,372 Closed
AWM
555
Axxcess Wealth Management
California
-$252K -7,925 Closed
WS
556
Wedbush Securities
California
-$224K -7,032 Closed
CI
557
Cigna Investments
Connecticut
-$223K -7,021 Closed
Rafferty Asset Management
558
Rafferty Asset Management
New York
-$214K -6,726 Closed
PFO
559
Pathstone Family Office
New Jersey
-$213K -6,705 Closed
RAM
560
Redmond Asset Management
Virginia
-$212K -6,674 Closed
BCM
561
Birmingham Capital Management
Alabama
-$210K -6,600 Closed
NIM
562
NuWave Investment Management
New Jersey
-$134K -4,222 Closed
Parallax Volatility Advisers
563
Parallax Volatility Advisers
California
-$61K -1,925 Closed
MCM
564
Manchester Capital Management
Vermont
-$44K -1,381 Closed
AIL
565
AGF Investments LLC
Ontario, Canada
-$42K -1,308 Closed
TIM
566
Tortoise Investment Management
New York
-$35K -1,100 Closed
SWM
567
Spire Wealth Management
Virginia
-$34K -1,082 Closed
PCM
568
Penserra Capital Management
California
-$25K -808 Closed
BEI
569
Benjamin Edwards Inc
Missouri
-$24K -756 Closed
GAM
570
Gemmer Asset Management
California
-$20K -658 Closed
T
571
TOBAM
France
-$18K -567 Closed
DBG
572
De Burlo Group
Massachusetts
-$15.3K -480 Closed
MCC
573
Money Concepts Capital
Florida
-$13K -399 Closed
TFO
574
Tarbox Family Office
California
-$6K -193 Closed
MAM
575
McCarthy Asset Management
California
-$3K -100 Closed

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.