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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
N
51
Nuveen
North Carolina
$36.6M +$5.35M +181,510 +14%
CIMLRA
52
CBRE Investment Management Listed Real Assets
Pennsylvania
$36.3M +$2.64M +89,540 +7%
Goldman Sachs
53
Goldman Sachs
New York
$35.9M +$8.65M +293,582 +26%
LP
54
LMR Partners
United Kingdom
$35.1M +$41.1M +1,394,992 New
IIM
55
INTECH Investment Management
Florida
$34.8M -$16.2M -549,407 -28%
Macquarie Group
56
Macquarie Group
Australia
$34.5M -$18.1M -614,833 -32%
Bank of America
57
Bank of America
North Carolina
$32.7M -$7.71M -261,708 -17%
Verition Fund Management
58
Verition Fund Management
Connecticut
$32.1M +$36.6M +1,243,540 +7,277%
Renaissance Technologies
59
Renaissance Technologies
New York
$28.3M +$6.33M +214,800 +24%
CRM
60
Cramer Rosenthal McGlynn
Connecticut
$27.3M -$112K -3,819 -0.4%
CS
61
Credit Suisse
Switzerland
$26.2M -$572K -19,414 -2%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$25.9M -$3.55M -120,507 -10%
AQR Capital Management
63
AQR Capital Management
Connecticut
$24.6M +$8.52M +289,177 +42%
Amundi
64
Amundi
France
$24.1M +$3.04M +103,376 +13%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$23.9M -$9.92M -336,690 -26%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$23.6M +$15.2M +515,900 +122%
AllianceBernstein
67
AllianceBernstein
Tennessee
$22.8M -$735K -24,961 -3%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$21.2M +$1.6M +54,361 +7%
CPC
69
Cookson Peirce & Co
Pennsylvania
$20.9M +$591K +20,055 +2%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$20.8M +$2.52M +85,407 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
71
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20M -$42.5M -1,444,600 -65%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$19.7M +$23M +781,892 New
GT
73
Glenmede Trust
Pennsylvania
$19.4M -$27.8K -943 -0.1%
APG Asset Management
74
APG Asset Management
Netherlands
$18.9M -$1.33M -45,200 -6%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$18.8M +$903K +30,647 +4%

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.