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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 %
IA
351
IFP Advisors
Florida
$363K +$10.1K +368 +3%
NMIMC
352
Northwestern Mutual Investment Management Company
Wisconsin
$356K +$7.19K +263 +2%
PRC
353
Pearl River Capital
Michigan
$351K -$385K -14,084 -52%
CFGS
354
Concourse Financial Group Securities
Alabama
$337K +$167K +6,113 +98%
EF
355
Empirical Finance
Pennsylvania
$337K +$39.5K +1,446 +13%
MGP
356
Metis Global Partners
California
$336K -$9.33K -341 -3%
BFM
357
Boothbay Fund Management
New York
$336K +$336K +12,277 New
MLA
358
My Legacy Advisors
Oregon
$332K +$332K +11,807 New
MCM
359
MAI Capital Management
Ohio
$332K +$2.08K +76 +0.6%
VCG
360
Vantage Consulting Group
Virginia
$329K -$18.5K -677 -5%
SA
361
Syntax Advisors
New York
$329K -$18.5K -677 -5%
EFG
362
Everhart Financial Group
Ohio
$323K +$61.8K +2,260 +24%
CAG
363
Csenge Advisory Group
Florida
$320K +$320K +11,699 New
BBVA
364
Banco Bilbao Vizcaya Argentaria
Spain
$318K +$13.1K +479 +4%
IWC
365
Integrated Wealth Concepts
Massachusetts
$311K -$13.6K -496 -4%
SC
366
Savant Capital
Illinois
$310K +$25.8K +942 +9%
FTDI
367
First Trust Direct Indexing
Massachusetts
$309K +$30.3K +1,109 +11%
KI
368
Kapitalo Investimentos
Brazil
$307K +$32.6K +1,192 +12%
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$303K +$24.2K +885 +9%
RIA
370
Realta Investment Advisors
Delaware
$296K +$27.4K +1,001 +10%
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$294K +$29.4K +1,075 +11%
PI
372
Putnam Investments
Massachusetts
$289K +$8.62K +315 +3%
SCM
373
Spreng Capital Management
Ohio
$283K -$383 -14 -0.1%
TMAM
374
Tokio Marine Asset Management
Japan
$278K +$5.72K +209 +2%
MCWS
375
McKinley Carter Wealth Services
West Virginia
$277K – – –
13 14
15
16 17