NiSource
492 hedge funds and large institutions have $9.1B invested in NiSource in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 190 increasing their positions, 150 reducing their positions, and 58 closing their positions.
178% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $4.15M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
27% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 150
1.79% more ownership
Funds ownership: 93.93% → 95.72% (+1.8%)
1% more capital invested
Capital invested by funds: $9.03B → $9.1B (+$73.6M)
4% less funds holding
Funds holding: 510 → 492 (-18)
19% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$86.3M |
| 2 |
Barclays
London,
United Kingdom
|
+$84.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$72.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$63.1M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$152M |
| 2 |
Two Sigma Investments
New York
|
-$56.7M |
| 3 |
ZP
Zimmer Partners
New York
|
-$53.7M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$25.5M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$24.7M |
NI Hedge Fund Activity: Q3 2021 in Review
492 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2021, worth a combined $9.1B — up 0.82% from $9.03B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of NI and 47 opened new positions — a net loss of 11 holders — while 150 trimmed existing stakes and 190 added.
The largest buyer was BlackRock, adding an estimated $86.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $152M.
- 492 institutional investors held NiSource (NI) as of Q3 2021, down from 510 in Q2 2021.
- Funds reported $9.1B of NiSource stock for Q3 2021, up 0.82% quarter-over-quarter.
- 47 funds opened new NiSource positions in Q3 2021 and 58 closed out, a net change of -11 holders.
- The largest NiSource buyer in Q3 2021 was BlackRock, an estimated $86.3M added.
- The largest NiSource seller in Q3 2021 was T. Rowe Price Associates, an estimated $152M sold.
Based on aggregated 13F filings for Q3 2021.