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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
Macquarie Group
51
Macquarie Group
Australia
$44.4M -$12.1M -399,566 -17%
UBS AM
52
UBS AM
Illinois
$43.4M -$1.25M -41,314 -3%
PAM
53
Panagora Asset Management
Massachusetts
$40.1M +$34.3M +1,133,453 +498%
CIMLRA
54
CBRE Investment Management Listed Real Assets
Pennsylvania
$39.9M +$6.89M +227,352 +20%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$39.6M -$5.72M -188,768 -12%
JAM
56
Jupiter Asset Management
United Kingdom
$38.6M -$10.7M -354,221 -21%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$37.9M +$134K +4,416 +0.3%
N
58
Nuveen
North Carolina
$37.5M -$5.97M -196,996 -13%
Ensign Peak Advisors
59
Ensign Peak Advisors
Utah
$33.9M +$3.94M +130,249 +13%
Goldman Sachs
60
Goldman Sachs
New York
$33.3M +$5.05M +166,810 +17%
CRM
61
Cramer Rosenthal McGlynn
Connecticut
$32.1M -$372K -12,292 -1%
CS
62
Credit Suisse
Switzerland
$31.3M +$6.23M +205,759 +24%
AllianceBernstein
63
AllianceBernstein
Tennessee
$27.4M +$11.1M +367,013 +65%
Renaissance Technologies
64
Renaissance Technologies
New York
$26.8M +$16.2M +535,000 +143%
CPC
65
Cookson Peirce & Co
Pennsylvania
$23.9M +$3.01M +99,265 +14%
Amundi
66
Amundi
France
$23.5M -$20.9M -691,079 -46%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$23.2M -$2.87M -94,885 -11%
VIA
68
Vident Investment Advisory
Georgia
$23.1M +$2.26M +74,564 +11%
TIS
69
Tortoise Index Solutions
Kansas
$23M +$2.23M +73,627 +10%
GT
70
Glenmede Trust
Pennsylvania
$22.7M -$114K -3,753 -0.5%
APG Asset Management
71
APG Asset Management
Netherlands
$22.1M +$3.32M +109,745 +16%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$21.8M -$4.37M -144,196 -16%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$21.1M +$2.65M +87,565 +14%
AQR Capital Management
74
AQR Capital Management
Connecticut
$20.2M +$3.27M +107,852 +19%
SEI Investments
75
SEI Investments
Pennsylvania
$19.3M +$1.61M +53,114 +9%

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.