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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 %
KA
376
Keene & Associates
Texas
$275K – – –
NSEDCP
377
NJ State Employees Deferred Compensation Plan
New Jersey
$274K – – –
ASN
378
Advisory Services Network
Georgia
$264K -$115K -4,220 -30%
CA
379
Crumly & Associates
Illinois
$261K +$261K +9,530 New
DFCM
380
Dark Forest Capital Management
Puerto Rico
$260K -$78.8K -2,880 -23%
TCA
381
Transcend Capital Advisors
New Jersey
$256K +$256K +9,360 New
PAG
382
Private Advisor Group
New Jersey
$253K +$14K +513 +6%
Tudor Investment Corp
383
Tudor Investment Corp
Connecticut
$247K -$17.2M -629,489 -99%
SFG
384
StrategIQ Financial Group
Indiana
$244K – – –
CB
385
Commerce Bank
Missouri
$244K -$22.9K -836 -9%
SOAMC
386
Spirit of America Management Corp
New York
$243K +$175K +6,400 +256%
MAM
387
Mastrapasqua Asset Management
Tennessee
$240K -$1.34K -49 -0.6%
VIA
388
Vident Investment Advisory
Georgia
$238K +$16K +585 +7%
UB
389
UMB Bank
Missouri
$237K – – –
PP
390
PDS Planning
Ohio
$235K +$1.89K +69 +0.8%
RPWA
391
Regent Peak Wealth Advisors
Georgia
$232K +$356 +13 +0.2%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$230K +$2.24K +82 +1%
VEA
393
Virtus ETF Advisers
New York
$228K -$63.9K -2,337 -22%
V
394
Veritable
Delaware
$228K +$10.8K +394 +5%
HWM
395
Hemington Wealth Management
Virginia
$224K -$137 -5 -0.1%
MIM
396
Morningstar Investment Management
Illinois
$224K – – –
RJT
397
Raymond James Trust
Florida
$224K +$9.49K +347 +4%
CA
398
Calton & Associates
Florida
$224K -$51.8K -1,893 -19%
LK
399
Lumbard & Kellner
New Hampshire
$223K – – –
BFC
400
Bedel Financial Consulting
Indiana
$223K – – –
14 15
16
17 18