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NIMC

NiSource Inc. Series A Corporate Units

Delisted

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

34 hedge funds and large institutions have $970M invested in NiSource Inc. Series A Corporate Units in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

17% more capital invested

Capital invested by funds: $828M → $970M (+$142M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

3% more funds holding

Funds holding: 3334 (+1)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$215M +$14.2K +125 +0%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$116M -$117M -1,032,583 -51%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M -$1.82M -16,050 -2%
Ameriprise
4
Ameriprise
Minnesota
$86M -$6.51M -57,500 -7%
BlackRock
5
BlackRock
New York
$81.2M -$5.25M -46,392 -6%
ACM
6
Advent Capital Management
New York
$65.5M -$2.2M -19,463 -3%
AAI
7
Aequim Alternative Investments
California
$64.2M +$61.2M +540,000 New
Victory Capital Management
8
Victory Capital Management
Texas
$39.1M +$11.5M +101,093 +42%
BCM
9
BlueCrest Capital Management
Jersey
$31.1M +$29.6M +261,760 New
Bank of America
10
Bank of America
North Carolina
$27M +$13.5M +119,044 +111%
State Street
11
State Street
Massachusetts
$17.9M -$5.15M -45,500 -23%
Invesco
12
Invesco
Georgia
$16.6M
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$15.5M -$317K -2,795 -2%
SIM
14
SSI Investment Management
California
$12.5M +$10.3M +91,225 +693%
VanEck Associates
15
VanEck Associates
New York
$11.6M -$621K -5,487 -5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$11.5M +$453K +4,000 +4%
WAM
17
Wolverine Asset Management
Illinois
$8.73M +$5.96M +52,584 +260%
PCM
18
Palisade Capital Management
New Jersey
$5.53M -$204K -1,800 -4%
RA
19
Rational Advisors
New York
$5.53M +$1.85M +16,300 +55%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.37M +$2.53M +22,300 +98%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$4.53M -$396K -3,499 -8%
Morgan Stanley
22
Morgan Stanley
New York
$4.16M +$133K +1,175 +3%
LTI
23
Laffer Tengler Investments
Tennessee
$3.53M +$11.3K +100 +0.3%
AUIM
24
Aegon USA Investment Management
Iowa
$2.83M
CS
25
Credit Suisse
Switzerland
$1.43M +$680K +6,000 +100%

NIMC Hedge Fund Activity: Q1 2022 in Review

34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NiSource Inc. Series A Corporate Units (NIMC) for Q1 2022, worth a combined $970M — up 17% from $828M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NIMC positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Aequim Alternative Investments, opening a new position worth an estimated $61.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $117M.

  • 34 institutional investors held NiSource Inc. Series A Corporate Units (NIMC) as of Q1 2022, up from 33 in Q4 2021.
  • Funds reported $970M of NiSource Inc. Series A Corporate Units stock for Q1 2022, up 17% quarter-over-quarter.
  • 8 funds opened new NiSource Inc. Series A Corporate Units positions in Q1 2022 and 7 closed out, a net change of +1 holder.
  • The largest NiSource Inc. Series A Corporate Units buyer in Q1 2022 was Aequim Alternative Investments, an estimated $61.2M added.
  • The largest NiSource Inc. Series A Corporate Units seller in Q1 2022 was T. Rowe Price Associates, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2022.