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NiSource
NI

734 hedge funds and large institutions have $16.5B invested in NiSource in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 273 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $12M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 59

18% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 231

7% more funds holding

Funds holding: 684 → 734 (+50)

7% more capital invested

Capital invested by funds: $15.4B → $16.5B (+$1.11B)

2.91% less ownership

Funds ownership: 99.06% → 96.15% (-2.9%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
734
Holders Change
+50
Holders Change %
+7.31%
% of All Funds
9.67%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
118
Increased
273
Reduced
231
Closed
59
Calls
$12M
Puts
$2.1M
Net Calls
+$9.92M
Net Calls Change
-$26K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$215M
2
Capital International Investors
Capital International Investors
California
+$215M
3
Invesco
Invesco
Georgia
+$97.5M
4
BlackRock
BlackRock
New York
+$92.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$88.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$225M
2
Citadel Advisors
Citadel Advisors
Florida
-$120M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$111M
4
ECM
ExodusPoint Capital Management
New York
-$88.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIIM
226
Mesirow Institutional Investment Management
Illinois
$3.11M -$1.2M -33,423 -28%
MOACM
227
Mutual of America Capital Management
New York
$3.07M -$65.8K -1,833 -2%
Alyeska Investment Group
228
Alyeska Investment Group
Illinois
$2.96M +$2.89M +80,394 New
Corient Private Wealth
229
Corient Private Wealth
Florida
$2.94M -$1.2M -33,398 -29%
SA
230
Sanctuary Advisors
Indiana
$2.88M -$898K -25,018 -25%
URS
231
Utah Retirement Systems
Utah
$2.85M +$118K +3,300 +4%
Truist Financial
232
Truist Financial
North Carolina
$2.73M -$43.9K -1,224 -2%
JSSH
233
J. Safra Sarasin Holding
$2.71M -$197K -5,483 -7%
Federated Hermes
234
Federated Hermes
Pennsylvania
$2.69M +$55.8K +1,555 +2%
Janus Henderson Group
235
Janus Henderson Group
United Kingdom
$2.68M -$256K -7,131 -9%
CWM
236
CIBC World Markets
New York
$2.68M +$429K +11,960 +20%
OC
237
Oppenheimer & Co
New York
$2.63M -$168K -4,692 -6%
HWAM
238
Hennion & Walsh Asset Management
New Jersey
$2.62M +$362K +10,095 +16%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$2.59M +$186K +5,182 +8%
MPM
240
Meritage Portfolio Management
Kansas
$2.52M -$3.06M -85,240 -55%
Walleye Capital
241
Walleye Capital
New York
$2.51M +$1.8M +50,051 +275%
GLA
242
Great Lakes Advisors
Illinois
$2.43M +$116K +3,238 +5%
NYLIM
243
New York Life Investment Management
New York
$2.35M -$2.51K -70 -0.1%
X
244
Xponance
Pennsylvania
$2.35M -$2.99M -83,368 -57%
UM
245
UniSuper Management
Australia
$2.29M +$350K +9,744 +19%
WHGC
246
Wealth High Governance Capital
Brazil
$2.28M +$2.23M +62,078 New
Bank of Nova Scotia
247
Bank of Nova Scotia
Ontario, Canada
$2.27M +$153K +4,266 +7%
SPC
248
Sigma Planning Corp
Michigan
$2.23M -$24.3K -676 -1%
IIM
249
INTECH Investment Management
Florida
$2.16M -$5.29M -147,420 -71%
NAM
250
Nissay Asset Management
Japan
$2.15M -$205K -5,707 -9%
8 9
10
11 12

NI Hedge Fund Activity: Q4 2024 in Review

734 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2024, worth a combined $16.5B — up 7.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new NI positions and 59 closed out — a net gain of 59 holders — while 273 added to existing stakes and 231 trimmed.

The largest buyer was Millennium Management, adding an estimated $215M. The largest seller was Zimmer Partners, cutting an estimated $225M.

  • 734 institutional investors held NiSource (NI) as of Q4 2024, up from 684 in Q3 2024.
  • Funds reported $16.5B of NiSource stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 118 funds opened new NiSource positions in Q4 2024 and 59 closed out, a net change of +59 holders.
  • The largest NiSource buyer in Q4 2024 was Millennium Management, an estimated $215M added.
  • The largest NiSource seller in Q4 2024 was Zimmer Partners, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2024.