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NIMC

NiSource Inc. Series A Corporate Units

Delisted

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

37 hedge funds and large institutions have $858M invested in NiSource Inc. Series A Corporate Units in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $874M → $858M (-$15.6M)

8% less funds holding

Funds holding: 4037 (-3)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
10
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Palisade Capital Management
New Jersey
$3.16M -$1.41M -13,669 -31%
SIM
27
SSI Investment Management
California
$2.77M -$982K -9,530 -26%
Barclays
28
Barclays
United Kingdom
$1.24M -$950K -9,216 -43%
ICA
29
Infrastructure Capital Advisors
New York
$999K +$772K +7,486 +321%
CS
30
Credit Suisse
Switzerland
$611K -$618K -6,000 -50%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$409K
SEI Investments
32
SEI Investments
Pennsylvania
$324K
JP Morgan Chase
33
JP Morgan Chase
New York
$319K -$4.71M -45,743 -94%
Citigroup
34
Citigroup
New York
$299K -$89K -864 -23%
American Century Companies
35
American Century Companies
Missouri
$247K -$96.3K -934 -28%
CAN
36
Cetera Advisor Networks
California
$234K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$155K
N
38
Nuveen
North Carolina
$59.6K +$6.03M +58,551 New
US Bancorp
39
US Bancorp
Minnesota
$18.9K
CAM
40
Camden Asset Management
California
-$57.8M -555,675 Closed
Goldman Sachs
41
Goldman Sachs
New York
-$2.61M -25,000 Closed
BCM
42
BlueCrest Capital Management
Jersey
-$2.22M -21,215 Closed
Jane Street
43
Jane Street
New York
-$1.05M -10,012 Closed
Neuberger Berman Group
44
Neuberger Berman Group
New York
-$705K -6,750 Closed
Millennium Management
45
Millennium Management
New York
-$221K -2,130 Closed
UBS Group
46
UBS Group
Switzerland
-$108K -1,035 Closed

NIMC Hedge Fund Activity: Q2 2023 in Review

37 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in NiSource Inc. Series A Corporate Units (NIMC) for Q2 2023, worth a combined $858M — down 1.8% from $874M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NIMC and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Advent Capital Management, opening a new position worth an estimated $67.2M. The largest seller was Camden Asset Management, exiting entirely with an estimated $57.8M sold.

  • 37 institutional investors held NiSource Inc. Series A Corporate Units (NIMC) as of Q2 2023, down from 40 in Q1 2023.
  • Funds reported $858M of NiSource Inc. Series A Corporate Units stock for Q2 2023, down 1.8% quarter-over-quarter.
  • 4 funds opened new NiSource Inc. Series A Corporate Units positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest NiSource Inc. Series A Corporate Units buyer in Q2 2023 was Advent Capital Management, an estimated $67.2M added.
  • The largest NiSource Inc. Series A Corporate Units seller in Q2 2023 was Camden Asset Management, an estimated $57.8M sold.

Based on aggregated 13F filings for Q2 2023.