NiSource
516 hedge funds and large institutions have $10.3B invested in NiSource in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 216 increasing their positions, 120 reducing their positions, and 55 closing their positions.
403% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $3.53M
80% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 120
58% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 55
14% more capital invested
Capital invested by funds: $9.1B → $10.3B (+$1.25B)
5% more funds holding
Funds holding: 491 → 516 (+25)
0.24% more ownership
Funds ownership: 95.72% → 95.96% (+0.24%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$117M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$93.5M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$73M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.1M |
| 5 |
Millennium Management
New York
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$562M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$95M |
| 3 |
MBA
Maple-Brown Abbott
Barangaroo,
Australia
|
-$49.2M |
| 4 |
Renaissance Technologies
New York
|
-$47.4M |
| 5 |
ZP
Zimmer Partners
New York
|
-$29.2M |
NI Hedge Fund Activity: Q4 2021 in Review
516 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2021, worth a combined $10.3B — up 14% from $9.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new NI positions and 55 closed out — a net gain of 32 holders — while 216 added to existing stakes and 120 trimmed.
The largest buyer was Barclays, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $562M.
- 516 institutional investors held NiSource (NI) as of Q4 2021, up from 491 in Q3 2021.
- Funds reported $10.3B of NiSource stock for Q4 2021, up 14% quarter-over-quarter.
- 87 funds opened new NiSource positions in Q4 2021 and 55 closed out, a net change of +32 holders.
- The largest NiSource buyer in Q4 2021 was Barclays, an estimated $117M added.
- The largest NiSource seller in Q4 2021 was T. Rowe Price Associates, an estimated $562M sold.
Based on aggregated 13F filings for Q4 2021.