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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$19.2M +$656K +21,655 +3%
JP Morgan Chase
77
JP Morgan Chase
New York
$18.8M -$18.9M -623,304 -49%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$18.7M -$571K -18,860 -3%
Wells Fargo
79
Wells Fargo
California
$18.1M -$6.36M -209,954 -25%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$17.1M +$14.5M +477,877 +465%
LI
81
Leeward Investments
Massachusetts
$17M -$149K -4,920 -0.8%
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.1M +$629K +20,764 +4%
Nomura Holdings
83
Nomura Holdings
Japan
$15M +$2.63M +86,689 +21%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$14.8M -$1.48M -48,711 -9%
HAI
85
Hennessy Advisors Inc
California
$14.6M -$712K -23,500 -5%
BBL
86
Beck Bode LLC
Massachusetts
$14.5M -$282K -9,296 -2%
Citigroup
87
Citigroup
New York
$14.4M +$1.32M +43,605 +10%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$13.4M -$2.93M -96,788 -18%
RJA
89
Raymond James & Associates
Florida
$13M +$357K +11,790 +3%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$12.8M +$26.6K +877 +0.2%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$12.5M +$382K +12,600 +3%
Canada Life
92
Canada Life
Manitoba, Canada
$12.4M -$353K -11,640 -3%
First Trust Advisors
93
First Trust Advisors
Illinois
$12.4M -$2.95M -97,426 -19%
American Century Companies
94
American Century Companies
Missouri
$12.2M -$422K -13,925 -3%
CC
95
Covalis Capital
United Kingdom
$12.2M -$1.32M -43,682 -10%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$12.1M +$669K +22,091 +6%
Lazard Asset Management
97
Lazard Asset Management
New York
$12.1M +$8.78M +290,080 +244%
ERSOT
98
Employees Retirement System of Texas
Texas
$11.9M +$1.82M +60,000 +18%
PSAMP
99
P. Schoenfeld Asset Management (PSAM)
New York
$11.8M -$15.7M -518,700 -56%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$11.7M +$144K +4,745 +1%

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.