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NIMC

NiSource Inc. Series A Corporate Units

Delisted

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

38 hedge funds and large institutions have $966M invested in NiSource Inc. Series A Corporate Units in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 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

12% more funds holding

Funds holding: 3438 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $970M → $966M (-$4.39M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$206M +$150K +1,296 +0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$110M -$1.81M -15,618 -2%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103M -$1.16M -10,051 -1%
Victory Capital Management
4
Victory Capital Management
Texas
$85.7M +$47.7M +413,013 +121%
Ameriprise
5
Ameriprise
Minnesota
$80.4M -$1.86M -16,100 -2%
BlackRock
6
BlackRock
New York
$77.2M -$426K -3,689 -0.5%
AAI
7
Aequim Alternative Investments
California
$72.8M +$11.6M +100,000 +19%
ACM
8
Advent Capital Management
New York
$64M +$2.24M +19,395 +4%
Invesco
9
Invesco
Georgia
$17.8M +$1.94M +16,800 +12%
P8IP
10
Pier 88 Investment Partners
California
$17.2M +$17.6M +152,020 New
State Street
11
State Street
Massachusetts
$16.8M -$116K -1,000 -0.7%
Bank of America
12
Bank of America
North Carolina
$15.2M -$10.7M -92,874 -41%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$14.1M -$756K -6,536 -5%
VanEck Associates
14
VanEck Associates
New York
$13.1M +$1.99M +17,206 +18%
SIM
15
SSI Investment Management
California
$12.3M +$575K +4,970 +5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$12.1M +$1.31M +11,300 +12%
RA
17
Rational Advisors
New York
$5.57M +$358K +3,100 +7%
WAM
18
Wolverine Asset Management
Illinois
$5.56M -$2.74M -23,666 -33%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$5.51M +$560M +4,843,100 New
PCM
20
Palisade Capital Management
New Jersey
$5.21M
Neuberger Berman Group
21
Neuberger Berman Group
New York
$4.11M -$221K -1,914 -5%
Morgan Stanley
22
Morgan Stanley
New York
$3.92M +$1.5K +13 +0%
AUIM
23
Aegon USA Investment Management
Iowa
$3.58M +$890K +7,700 +32%
LTI
24
Laffer Tengler Investments
Tennessee
$3.33M -$5.2K -45 -0.2%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$2.59M +$6.06M +52,425 +148%

NIMC Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NiSource Inc. Series A Corporate Units (NIMC) for Q2 2022, worth a combined $966M — down 0.45% from $970M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NIMC positions and 2 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $560M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $31.1M sold.

  • 38 institutional investors held NiSource Inc. Series A Corporate Units (NIMC) as of Q2 2022, up from 34 in Q1 2022.
  • Funds reported $966M of NiSource Inc. Series A Corporate Units stock for Q2 2022, down 0.45% quarter-over-quarter.
  • 6 funds opened new NiSource Inc. Series A Corporate Units positions in Q2 2022 and 2 closed out, a net change of +4 holders.
  • The largest NiSource Inc. Series A Corporate Units buyer in Q2 2022 was Russell Investments Group, an estimated $560M added.
  • The largest NiSource Inc. Series A Corporate Units seller in Q2 2022 was BlueCrest Capital Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2022.