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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
AMI
201
Amica Mutual Insurance
Rhode Island
$1.8M +$279K +9,205 +18%
ProShare Advisors
202
ProShare Advisors
Maryland
$1.79M -$596K -19,664 -25%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$1.72M +$91.6K +3,025 +5%
NYLIM
204
New York Life Investment Management
New York
$1.7M +$1.75M +57,664 New
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$1.66M -$1.48M -48,871 -46%
LI
206
LMCG Investments
Massachusetts
$1.65M
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$1.64M -$6.95M -229,549 -80%
Aviva
208
Aviva
United Kingdom
$1.64M -$526K -17,378 -24%
Osaic Holdings
209
Osaic Holdings
Arizona
$1.63M +$581K +19,178 +53%
HWAM
210
Hennion & Walsh Asset Management
New Jersey
$1.61M +$205K +6,753 +14%
M&T Bank
211
M&T Bank
New York
$1.6M +$462K +15,240 +36%
GIBU
212
Gulf International Bank (UK)
United Kingdom
$1.58M +$9.09K +300 +0.6%
TPSF
213
Texas Permanent School Fund
Texas
$1.58M +$80.6K +2,663 +5%
1832 Asset Management
214
1832 Asset Management
Ontario, Canada
$1.56M +$142K +4,688 +10%
S
215
Seeyond
France
$1.51M -$320K -10,581 -17%
CSS
216
Cubist Systematic Strategies
Connecticut
$1.5M -$2.23M -73,671 -59%
RIL
217
Rothschild Investment LLC
Illinois
$1.42M -$15.1K -500 -1%
BA
218
Bridgewater Associates
Connecticut
$1.41M -$49.5K -1,635 -3%
Commonwealth Equity Services
219
Commonwealth Equity Services
Massachusetts
$1.4M -$157K -5,192 -10%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$1.4M -$694K -22,927 -33%
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$1.39M -$412K -13,605 -22%
IA
222
Icon Advisers
Colorado
$1.38M
DZ Bank
223
DZ Bank
Germany
$1.35M -$116K -3,828 -8%
Federated Hermes
224
Federated Hermes
Pennsylvania
$1.31M -$91 -3 -0%
TC
225
Toews Corporation
New Jersey
$1.18M +$821K +27,100 +212%

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.