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NiSource
NI

Overview Fund Activity

562 hedge funds and large institutions have $10.7B invested in NiSource in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 188 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
8.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
47
Increased
207
Reduced
188
Closed
69
Calls
$5.01M
Puts
$3.87M
Net Calls
+$1.14M
Net Calls Change
+$1.76M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$110M
2
Jennison Associates
Jennison Associates
New York
+$101M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$63.3M
4
Millennium Management
Millennium Management
New York
+$52.1M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$50.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$92.8M
2
ECM
ExodusPoint Capital Management
New York
-$76.6M
3
Cohen & Steers
Cohen & Steers
New York
-$58.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$48.5M
5
N
Natixis
France
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Cresset Asset Management
Illinois
$593K +$593K +21,693 New
SS
302
Simplicity Solutions
Minnesota
$580K +$54.8K +2,002 +10%
BFG
303
Bleakley Financial Group
New Jersey
$580K +$55.9K +2,044 +11%
ACM
304
Aquatic Capital Management
Illinois
$580K +$580K +21,200 New
CCM
305
Cohen Capital Management
California
$580K – – –
CAN
306
Cetera Advisor Networks
California
$552K +$33.3K +1,219 +6%
ABLA
307
Alan B. Lancz & Associates
Ohio
$550K – – –
CGH
308
Crossmark Global Holdings
Texas
$547K -$8.71K -314 -2%
SACTSONJ
309
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$547K – – –
MC
310
Moors & Cabot
Massachusetts
$541K -$20.5K -748 -4%
JFG
311
Jefferies Financial Group
New York
$540K +$540K +19,737 New
NMERB
312
New Mexico Educational Retirement Board
New Mexico
$539K +$24.6K +900 +5%
SCI
313
Stableford Capital II
Arizona
$521K +$521K +19,499 New
SCM
314
Stevens Capital Management
Pennsylvania
$520K +$520K +19,013 New
JCIA
315
Jackson Creek Investment Advisors
Colorado
$519K -$8.29K -303 -2%
TT
316
TI-Trust
Illinois
$518K – – –
ECM
317
Everence Capital Management
Indiana
$513K – – –
VWM
318
Venturi Wealth Management
Texas
$513K +$510K +18,640 +18,640%
LFAS
319
Level Four Advisory Services
Texas
$508K -$492 -18 -0.1%
JFGIW
320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$504K +$504K +18,417 New
MLICM
321
Metropolitan Life Insurance Company (MetLife)
New York
$492K -$4.51K -165 -0.9%
APF
322
Alaska Permanent Fund
Alaska
$490K +$490K +17,917 New
SFCL
323
Strengthening Families & Communities LLC
Massachusetts
$482K +$75.3K +2,753 +19%
TRCT
324
Tower Research Capital (TRC)
New York
$477K +$113K +4,114 +31%
BCV
325
Banque Cantonale Vaudoise
Switzerland
$472K – – –
11 12
13
14 15