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NIMC

NiSource Inc. Series A Corporate Units

Delisted

NIMC was delisted on the 30th of November, 2023.

41 hedge funds and large institutions have $889M invested in NiSource Inc. Series A Corporate Units in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more funds holding

Funds holding: 3741 (+4)

5% more capital invested

Capital invested by funds: $847M → $889M (+$41.3M)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$3.44M +$1.3M +12,672 +62%
SM
27
Skaana Management
New York
$3.23M +$3.22M +31,322 New
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$3.08M +$1.41M +13,753 +14%
Jane Street
29
Jane Street
New York
$2.77M +$2.4M +23,401 +682%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.37M +$2.36M +22,994 New
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.76M -$1.53M -14,926 -47%
ZA
32
Zazove Associates
Nevada
$1.51M
CS
33
Credit Suisse
Switzerland
$1.24M
Morgan Stanley
34
Morgan Stanley
New York
$1.21M -$114K -1,110 -9%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$417K
Citigroup
36
Citigroup
New York
$393K +$390K +3,803 New
American Century Companies
37
American Century Companies
Missouri
$339K -$29.1K -283 -8%
CAN
38
Cetera Advisor Networks
California
$237K
LPL Financial
39
LPL Financial
California
$227K -$80.7K -786 -26%
FHB
40
First Hawaiian Bank
Hawaii
$225K
GSC
41
Ground Swell Capital
South Carolina
$214K +$213K +2,072 New
VF
42
Virtu Financial
New York
$206K +$205K +1,998 New
N
43
Nuveen
North Carolina
$61K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$43K
US Bancorp
45
US Bancorp
Minnesota
$19.2K
TRCT
46
Tower Research Capital (TRC)
New York
$4K +$4.41K +43 New
SEI Investments
47
SEI Investments
Pennsylvania
-$411K -4,084 Closed
Osaic Holdings
48
Osaic Holdings
Arizona
-$32K -315 Closed
ECM
49
ExodusPoint Capital Management
New York
-$15K -150 Closed
Barclays
50
Barclays
United Kingdom
-$10K -100 Closed

NIMC Hedge Fund Activity: Q4 2022 in Review

41 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NiSource Inc. Series A Corporate Units (NIMC) for Q4 2022, worth a combined $889M — up 4.9% from $847M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NIMC positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Camden Asset Management, opening a new position worth an estimated $33.1M. The largest seller was Franklin Resources, cutting an estimated $109M.

  • 41 institutional investors held NiSource Inc. Series A Corporate Units (NIMC) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $889M of NiSource Inc. Series A Corporate Units stock for Q4 2022, up 4.9% quarter-over-quarter.
  • 9 funds opened new NiSource Inc. Series A Corporate Units positions in Q4 2022 and 5 closed out, a net change of +4 holders.
  • The largest NiSource Inc. Series A Corporate Units buyer in Q4 2022 was Camden Asset Management, an estimated $33.1M added.
  • The largest NiSource Inc. Series A Corporate Units seller in Q4 2022 was Franklin Resources, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2022.