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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$11.6M -$288K -9,502 -2%
GF
102
Gabelli Funds
New York
$11.6M
Ameriprise
103
Ameriprise
Minnesota
$11.3M -$90.6K -2,991 -0.8%
BPWM
104
Badgley Phelps Wealth Managers
Washington
$11.3M +$11.6M +383,943 New
Allspring Global Investments
105
Allspring Global Investments
North Carolina
$10.8M +$3.4M +112,365 +44%
SLAM
106
Swiss Life Asset Management
$10.5M +$5.4M +178,368 +101%
RC
107
RBO & Co
California
$10.3M -$47.2K -1,560 -0.4%
Prudential Financial
108
Prudential Financial
New Jersey
$10.1M +$183K +6,046 +2%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$9.8M +$1.27M +41,790 +14%
SGI
110
Summit Global Investments
Utah
$9.69M +$9.95M +328,677 New
MHI
111
Miller Howard Investments
New York
$9.67M +$347K +11,447 +4%
Calamos Advisors
112
Calamos Advisors
Illinois
$9.44M +$261K +8,616 +3%
MAM
113
Magellan Asset Management
Australia
$9.4M -$776K -25,622 -7%
YCM
114
Yaupon Capital Management
New York
$9.32M +$9.57M +316,157 New
Man Group
115
Man Group
United Kingdom
$9.3M -$13M -428,920 Closed
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$9.27M -$1.83M -60,303 -16%
Pacer Advisors
117
Pacer Advisors
Pennsylvania
$9.21M +$8.85M +292,314 +1,451%
Asset Management One
118
Asset Management One
Japan
$9.16M -$171K -5,644 -2%
BG
119
Bahl & Gaynor
Ohio
$8.77M +$4.16M +137,504 +86%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$8.39M +$569K +18,789 +7%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$8.28M +$2.48M +81,742 +41%
First Manhattan
122
First Manhattan
New York
$7.66M +$1.67K +55 +0%
FAF
123
Första AP-fonden
Sweden
$7.51M +$2.77M +91,400 +56%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$7.23M +$271K +8,958 +4%
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$7.2M +$7.4M +244,238 New

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.