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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
AB
151
Amalgamated Bank
New York
$4.59M +$812K +26,828 +21%
FCBT
152
First Citizens Bank & Trust
North Carolina
$4.44M -$1.47M -48,590 -24%
BG
153
Bollard Group
Massachusetts
$4.35M +$30.6K +1,012 +0.7%
KCM
154
Kennedy Capital Management
Missouri
$4.27M -$51.7K -1,707 -1%
Stifel Financial
155
Stifel Financial
Missouri
$3.98M +$84K +2,774 +2%
Walleye Capital
156
Walleye Capital
New York
$3.73M -$2.01M -66,464 -34%
AIG
157
American International Group
New York
$3.64M +$16.8K +554 +0.5%
UIM
158
USS Investment Management
United Kingdom
$3.63M -$180K -5,928 -5%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$3.62M +$112K +3,709 +3%
CCA
160
Catalyst Capital Advisors
New York
$3.55M +$475K +15,700 +15%
OIM
161
Opus Investment Management
Massachusetts
$3.5M
II
162
IFM Investors
Australia
$3.37M -$121K -3,995 -3%
ASRS
163
Arizona State Retirement System
Arizona
$3.34M +$116K +3,828 +4%
PI
164
Putnam Investments
Massachusetts
$3.33M -$535K -17,681 -14%
PFM
165
Premier Fund Managers
United Kingdom
$3.3M +$1.57M +51,900 +87%
OC
166
Oppenheimer & Co
New York
$3.25M -$1.2M -39,556 -26%
SOMRS
167
State of Michigan Retirement System
Michigan
$3.23M +$312K +10,300 +10%
MIM
168
MetLife Investment Management
New Jersey
$3.22M +$75.4K +2,491 +2%
SCA
169
Snowden Capital Advisors
New York
$3.06M +$3.14M +103,842 New
Nomura Asset Management
170
Nomura Asset Management
Japan
$3M +$180K +5,960 +6%
YCM
171
Yousif Capital Management
Michigan
$2.99M +$57.8K +1,909 +2%
EVM
172
Eaton Vance Management
Massachusetts
$2.95M -$181K -5,984 -6%
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$2.88M -$23.7M -781,476 -89%
BCM
174
BlueCrest Capital Management
Jersey
$2.86M +$2.94M +97,051 New
Mackenzie Financial
175
Mackenzie Financial
Ontario, Canada
$2.82M -$652K -21,532 -18%

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.