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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$97.6M
Victory Capital Management
2
Victory Capital Management
Texas
$91M +$8.31M +80,984 +10%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.3M -$3.11M -30,284 -3%
Ameriprise
4
Ameriprise
Minnesota
$78.3M +$7.44M +72,500 +11%
ACM
5
Advent Capital Management
New York
$71.4M -$62.4M -607,632 Closed
AAI
6
Aequim Alternative Investments
California
$66.8M
BlackRock
7
BlackRock
New York
$66.8M -$4.32M -42,047 -6%
Franklin Resources
8
Franklin Resources
California
$60.9M -$109M -1,057,800 -64%
Bank of America
9
Bank of America
North Carolina
$34.4M +$19M +184,868 +125%
CAM
10
Camden Asset Management
California
$33.6M +$33.1M +322,000 New
BCM
11
BlueCrest Capital Management
Jersey
$21.2M +$21.1M +205,370 New
P8IP
12
Pier 88 Investment Partners
California
$18.8M +$3.01M +29,300 +19%
Invesco
13
Invesco
Georgia
$18.2M
State Street
14
State Street
Massachusetts
$17.6M +$1.11M +10,822 +7%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$17.3M +$3.36M +32,745 +24%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$15.5M +$15.4M +150,000 New
VanEck Associates
17
VanEck Associates
New York
$14.1M +$142K +1,383 +1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$14M
SIM
19
SSI Investment Management
California
$11M +$252K +2,450 +2%
PCM
20
Palisade Capital Management
New Jersey
$5.84M +$277K +2,700 +5%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$5.3M +$19.6M +190,600 +4%
Wells Fargo
22
Wells Fargo
California
$5.26M -$32.3K -315 -0.6%
RA
23
Rational Advisors
New York
$5.14M
AUIM
24
Aegon USA Investment Management
Iowa
$4.46M +$224K +2,184 +5%
LTI
25
Laffer Tengler Investments
Tennessee
$3.69M +$728K +7,090 +25%

NIMC Hedge Fund Activity: Q4 2022 in Review

41 of the 6,221 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.