NISOURCE INC (NIMC)
Institutional ownership reported to the SEC as of Q3 2023, across 10 quarters.
29
Reporting holders
$814.2M
Reported value
0.0%
Calls
0.0%
Puts
-8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Weiss Asset Management LP | $145.0M | 1,486,977 | 8.59% | new | NEW |
| Verition Fund Management LLC | $104.3M | 1,067,644 | 1.22% | 2q | +1679.4%+$98.4M |
| TWO SIGMA INVESTMENTS, LP | $100.6M | 1,031,965 | 0.27% | 2q | +131.9%+$57.2M |
| Aequim Alternative Investments LP | $87.7M | 900,000 | 3.33% | 7q | +14.3%+$11.0M |
| BlackRock Inc. | $72.3M | 741,637 | 0.00% | 10q | +4.7%+$3.2M |
| FRANKLIN RESOURCES INC | $56.9M | 584,230 | 0.03% | 10q | HELD |
| D. E. Shaw & Co., Inc. | $52.6M | 540,000 | 0.05% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $50.8M | 521,332 | 0.06% | 9q | -37.9%-$31.0M |
| WOLVERINE ASSET MANAGEMENT LLC | $32.8M | 337,786 | 0.37% | 10q | +95.7%+$16.1M |
| VAN ECK ASSOCIATES CORP | $24.5M | 251,413 | 0.05% | 10q | +25.3%+$4.9M |
| MORGAN STANLEY | $24.2M | 248,435 | 0.00% | 10q | +164.0%+$15.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $21.7M | 221,948 | 0.00% | 10q | -76.3%-$70.0M |
| Thrivent Financial for Lutherans | $12.1M | 124,585 | 0.03% | 10q | -14.4%-$2.0M |
| FMR LLC | $8.6M | 88,000 | 0.00% | 10q | +2100.0%+$8.2M |
| Sculptor Capital LP | $4.9M | 50,000 | 0.10% | new | NEW |
| Laffer Tengler Investments, Inc. | $3.1M | 32,296 | 0.93% | 9q | -4.0%-$130.5K |
| CSS LLC/IL | $3.1M | 31,638 | 0.20% | new | NEW |
| BlueCrest Capital Management Ltd | $2.9M | 29,542 | 0.13% | new | NEW |
| PALISADE CAPITAL MANAGEMENT, LP | $2.4M | 24,631 | 0.07% | 9q | -20.9%-$633.3K |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $1.1M | 11,125 | 0.12% | 3q | +13.3%+$127.6K |
| Chicago Capital Management, LLC | $768.3K | 7,884 | 2.03% | new | NEW |
| CREDIT SUISSE AG/ | $584.7K | 6,000 | 0.00% | 9q | HELD |
| AMERICAN CENTURY COMPANIES INC | $521.0K | 5,334 | 0.00% | 7q | +121.3%+$285.6K |
| WELLS FARGO & COMPANY/MN | $307.1K | 3,151 | 0.00% | 10q | -97.1%-$10.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $270.2K | 2,773 | 0.00% | 4q | -98.2%-$14.3M |
| NBC SECURITIES, INC. | $90.0K | 930 | 0.01% | new | FIRST |
| BANK OF AMERICA CORP /DE/ | $78.8K | 809 | 0.00% | 10q | -99.3%-$11.8M |
| Nuveen Asset Management, LLC | $58.0K | 59,536? | 0.00% | 4q | |
| US BANCORP \DE\ | $18.1K | 186 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8K | 29 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2023 | 29 | $814.2M | 8,352,280 | 7 | 10 | 8 | 0.0% |
| Q2 2023 | 37 | $852.7M | 8,369,519 | 2 | 10 | 16 | 0.0% |
| Q1 2023 | 42 | $875.4M | 8,393,017 | 6 | 13 | 13 | 0.0% |
| Q4 2022 | 44 | $887.7M | 8,631,660 | 9 | 15 | 9 | 0.0% |
| Q3 2022 | 39 | $842.4M | 8,451,669 | 5 | 14 | 10 | 0.0% |
| Q2 2022 | 38 | $960.2M | 8,525,107 | 6 | 11 | 13 | 0.0% |
| Q1 2022 | 35 | $970.1M | 8,179,498 | 9 | 10 | 10 | 0.0% |
| Q4 2021 | 32 | $927.6M | 8,281,834 | 6 | 12 | 8 | 0.0% |
| Q3 2021 | 30 | $847.7M | 8,188,530 | 12 | 10 | 2 | 0.0% |
| Q2 2021 | 24 | $813.0M | 7,914,307 | 24 | 0 | 0 | 0.0% |