NiSource
565 hedge funds and large institutions have $10.7B invested in NiSource in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 190 reducing their positions, and 69 closing their positions.
29% more call options, than puts
Call options by funds: $5.01M | Put options by funds: $3.87M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 190
0.59% more ownership
Funds ownership: 93.97% → 94.56% (+0.59%)
1% less capital invested
Capital invested by funds: $10.8B → $10.7B (-$156M)
4% less funds holding
Funds holding: 589 → 565 (-24)
32% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$112M |
| 2 |
Jennison Associates
New York
|
+$102M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$64M |
| 4 |
Millennium Management
New York
|
+$52.8M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$94.2M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
-$77.7M |
| 3 |
Cohen & Steers
New York
|
-$59.5M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$49.3M |
| 5 |
N
Natixis
Paris,
France
|
-$35.4M |
NI Hedge Fund Activity: Q2 2023 in Review
565 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2023, worth a combined $10.7B — down 1.4% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of NI and 47 opened new positions — a net loss of 22 holders — while 190 trimmed existing stakes and 207 added.
The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $112M. The largest seller was Brookfield Corp, cutting an estimated $94.2M.
- 565 institutional investors held NiSource (NI) as of Q2 2023, down from 589 in Q1 2023.
- Funds reported $10.7B of NiSource stock for Q2 2023, down 1.4% quarter-over-quarter.
- 47 funds opened new NiSource positions in Q2 2023 and 69 closed out, a net change of -22 holders.
- The largest NiSource buyer in Q2 2023 was MUFG Securities EMEA, an estimated $112M added.
- The largest NiSource seller in Q2 2023 was Brookfield Corp, an estimated $94.2M sold.
Based on aggregated 13F filings for Q2 2023.