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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 %
PA
326
Profund Advisors
Maryland
$470K -$34.3K -1,255 -7%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$465K +$26.6K +971 +6%
HB
328
Horizon Bancorp
Indiana
$464K – – –
Nordea Investment Management
329
Nordea Investment Management
Sweden
$459K +$74.7K +2,741 +19%
IGAM
330
iA Global Asset Management
Quebec, Canada
$440K +$440K +16,103 New
KF
331
Krilogy Financial
Missouri
$438K – – –
ONB
332
Old National Bancorp
Indiana
$438K -$35.4K -1,295 -7%
BCI
333
Brinker Capital Investments
Pennsylvania
$431K -$20.8K -760 -5%
OPS
334
Orion Portfolio Solutions
Nebraska
$431K -$20.8K -760 -5%
HFP
335
Holistic Financial Partners
Indiana
$419K – – –
CWA
336
Centennial Wealth Advisory
Michigan
$419K +$465 +17 +0.1%
MAS
337
Meeder Advisory Services
Ohio
$416K +$5.61K +205 +1%
B
338
Bailard
California
$415K -$1.91K -70 -0.5%
Capstone Investment Advisors
339
Capstone Investment Advisors
New York
$415K +$415K +15,157 New
BHPW
340
Beverly Hills Private Wealth
California
$414K +$207K +7,811 +100%
KRSITF
341
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$406K +$10.3K +377 +3%
IMCOOI
342
Investment Management Corp of Ontario (IMCO)
Canada
$405K – – –
RFC
343
Regions Financial Corp
Alabama
$402K -$10.1K -371 -2%
SI
344
Shaker Investments
Ohio
$394K +$7.66K +280 +2%
GIA
345
Gladstone Institutional Advisory
Florida
$393K – – –
SAG
346
SageView Advisory Group
California
$391K +$48.8K +1,785 +14%
API
347
Advisor Partners II
California
$391K -$1.7K -62 -0.4%
JIC
348
Johnson Investment Counsel
Ohio
$387K +$137 +5 +0%
HIS
349
Horizon Investment Services
Indiana
$376K -$14.8K -542 -4%
BPA
350
Beacon Pointe Advisors
California
$371K -$21.9K -800 -6%
12 13
14
15 16