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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
CC
126
Coann Capital
Connecticut
$7.08M +$7.27M +239,971 New
NLGIA
127
Nippon Life Global Investors Americas
New York
$7.05M +$1.66M +54,950 +30%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$6.97M -$11M -362,399 -61%
HNB
129
Huntington National Bank
Ohio
$6.91M -$1.69M -55,855 -19%
Mitsubishi UFJ Asset Management
130
Mitsubishi UFJ Asset Management
Japan
$6.77M +$926K +30,577 +15%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$6.73M +$1.73M +57,220 +33%
PI
132
PineBridge Investments
New York
$6.64M +$6.81M +225,015 New
BFS
133
Bradley Foster & Sargent
Connecticut
$6.4M +$45.4K +1,500 +0.7%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.1M -$69.8K -2,305 -1%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$6.09M +$320K +10,560 +5%
WG
136
Winton Group
United Kingdom
$5.91M +$341K +11,263 +6%
GC
137
Guggenheim Capital
Illinois
$5.87M -$1.4M -46,251 -19%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$5.77M +$298K +9,846 +5%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$5.77M -$721K -23,815 -11%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$5.73M -$384K -12,680 -6%
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$5.72M +$5.53M +182,696 +1,614%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$5.69M
Allianz Asset Management
143
Allianz Asset Management
Germany
$5.66M +$3.27M +108,129 +129%
SFA
144
Sequoia Financial Advisors
Ohio
$5.47M +$1.34M +44,260 +31%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$5.33M +$664K +21,912 +14%
WTB
146
Washington Trust Bank
Washington
$5.3M +$5.44M +179,682 New
Voloridge Investment Management
147
Voloridge Investment Management
Florida
$5.1M -$829K -27,383 -14%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$5.07M +$832K +27,469 +19%
RCAMU
149
Rothschild & Co Asset Management US
Connecticut
$4.77M +$4.9M +161,749 New
GIM
150
Goelzer Investment Management
Indiana
$4.66M +$606K +20,018 +15%

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.