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NIMC

NiSource Inc. Series A Corporate Units

Delisted

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

33 hedge funds and large institutions have $828M invested in NiSource Inc. Series A Corporate Units in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

14% more funds holding

Funds holding: 2933 (+4)

3% less capital invested

Capital invested by funds: $853M → $828M (-$24.9M)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$225M -$21M -195,408 -9%
Franklin Resources
2
Franklin Resources
California
$203M
Ameriprise
3
Ameriprise
Minnesota
$87.7M -$6.18M -57,500 -7%
BlackRock
4
BlackRock
New York
$81.6M +$970K +9,030 +1%
ACM
5
Advent Capital Management
New York
$63.4M +$7.52M +70,000 +14%
Victory Capital Management
6
Victory Capital Management
Texas
$26.8M +$15.4M +143,120 +148%
State Street
7
State Street
Massachusetts
$21.8M -$645K -6,000 -3%
Invesco
8
Invesco
Georgia
$15.7M -$2.04M -19,020 -12%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$14.9M +$12M +111,564 +519%
Bank of America
10
Bank of America
North Carolina
$12.1M +$8.96M +83,447 +345%
VanEck Associates
11
VanEck Associates
New York
$11.6M +$475K +4,419 +4%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$10.3M +$1.4M +13,000 +16%
P8IP
13
Pier 88 Investment Partners
California
$10.2M +$1.18M +11,000 +14%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$5.56M +$5.37M +50,000 +1%
PCM
15
Palisade Capital Management
New Jersey
$5.37M
Neuberger Berman Group
16
Neuberger Berman Group
New York
$4.65M +$51.1K +476 +1%
Morgan Stanley
17
Morgan Stanley
New York
$3.75M -$628K -5,847 -15%
Jane Street
18
Jane Street
New York
$3.72M +$3.57M +33,189 New
RA
19
Rational Advisors
New York
$3.35M +$1.18M +11,000 +58%
LTI
20
Laffer Tengler Investments
Tennessee
$3.29M -$26.9K -250 -0.8%
AUIM
21
Aegon USA Investment Management
Iowa
$2.67M
JP Morgan Chase
22
JP Morgan Chase
New York
$2.55M +$2.45M +22,800 New
WAM
23
Wolverine Asset Management
Illinois
$2.26M +$345K +3,216 +19%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$1.9M +$1.83M +17,000 New
SIM
25
SSI Investment Management
California
$1.47M +$1.41M +13,170 New

NIMC Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NiSource Inc. Series A Corporate Units (NIMC) for Q4 2021, worth a combined $828M — down 2.9% from $853M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NIMC positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $15.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $21M.

  • 33 institutional investors held NiSource Inc. Series A Corporate Units (NIMC) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $828M of NiSource Inc. Series A Corporate Units stock for Q4 2021, down 2.9% quarter-over-quarter.
  • 6 funds opened new NiSource Inc. Series A Corporate Units positions in Q4 2021 and 2 closed out, a net change of +4 holders.
  • The largest NiSource Inc. Series A Corporate Units buyer in Q4 2021 was Victory Capital Management, an estimated $15.4M added.
  • The largest NiSource Inc. Series A Corporate Units seller in Q4 2021 was T. Rowe Price Associates, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2021.