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NiSource
NI

Overview Fund Activity

586 hedge funds and large institutions have $10.8B invested in NiSource in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 236 increasing their positions, 164 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
70
Increased
236
Reduced
164
Closed
45
Calls
$7.23M
Puts
$7.85M
Net Calls
-$618K
Net Calls Change
+$2.67M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$240M
2
Jennison Associates
Jennison Associates
New York
+$160M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$39.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.2M
5
ACG
Aventail Capital Group
New York
+$25.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$77.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$62M
4
ECP
Empyrean Capital Partners
California
-$43.9M
5
JAM
Jupiter Asset Management
United Kingdom
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
351
Syntax Advisors
New York
$355K +$5.93K +212 +2%
MGP
352
Metis Global Partners
California
$353K +$118K +4,227 +50%
SAG
353
SageView Advisory Group
California
$350K +$350K +12,524 New
GCP
354
GSA Capital Partners
United Kingdom
$348K +$348K +12,453 New
DFCM
355
Dark Forest Capital Management
Puerto Rico
$346K +$344K +12,298 +15,567%
MCM
356
MAI Capital Management
Ohio
$337K -$4.39K -157 -1%
IWC
357
Integrated Wealth Concepts
Massachusetts
$332K +$15.5K +552 +5%
PSP
358
Principal Street Partners
Tennessee
$330K -$25.5K -911 -7%
ALAM
359
Asahi Life Asset Management
Japan
$330K +$18.5K +660 +6%
NA
360
NewEdge Advisors
Louisiana
$329K -$18.4K -657 -5%
IA
361
IFP Advisors
Florida
$328K -$70.5K -2,768 -18%
GAM
362
Gotham Asset Management
New York
$326K +$113K +4,041 +53%
VIM
363
Vinva Investment Management
Australia
$314K +$314K +11,283 New
BBVA
364
Banco Bilbao Vizcaya Argentaria
Spain
$312K +$62.9K +2,250 +25%
Vontobel Holding
365
Vontobel Holding
Switzerland
$308K +$34.5K +1,234 +13%
EF
366
Empirical Finance
Pennsylvania
$304K +$16.1K +575 +6%
CFG
367
Citizens Financial Group
Rhode Island
$302K – – –
VEA
368
Virtus ETF Advisers
New York
$299K +$299K +10,682 New
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$291K +$16K +573 +6%
SC
370
Savant Capital
Illinois
$291K +$291K +10,402 New
SCM
371
Spreng Capital Management
Ohio
$290K -$61K -2,180 -17%
PI
372
Putnam Investments
Massachusetts
$287K -$3.17M -113,398 -92%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$285K +$9.77K +349 +4%
FTDI
374
First Trust Direct Indexing
Massachusetts
$285K +$61.5K +2,198 +28%
CFA
375
Compass Financial Advisors
Indiana
$285K +$587 +21 +0.2%
13 14
15
16 17