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NiSource
NI

Overview Fund Activity

579 hedge funds and large institutions have $9.68B invested in NiSource in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 214 increasing their positions, 191 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+17
Holders Change %
+3.02%
% of All Funds
9.23%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
68
Increased
214
Reduced
191
Closed
46
Calls
$7.07M
Puts
$82.1M
Net Calls
-$75M
Net Calls Change
-$76.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$111M
2
ECM
ExodusPoint Capital Management
New York
+$74.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$67.8M
4
Cohen & Steers
Cohen & Steers
New York
+$64.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$61.7M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$110M
2
Millennium Management
Millennium Management
New York
-$107M
3
Barclays
Barclays
United Kingdom
-$88M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$66.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
401
Mastrapasqua Asset Management
Tennessee
$227K +$9.92K +402 +5%
HWM
402
HB Wealth Management
Georgia
$225K +$225K +9,110 New
VIA
403
Virtus Investment Advisers
Connecticut
$225K +$225K +9,100 New
QCM
404
QRG Capital Management
Illinois
$223K +$223K +9,042 New
PP
405
PDS Planning
Ohio
$219K +$6.69K +271 +3%
DC
406
Diametric Capital
Massachusetts
$218K +$218K +8,834 New
CB
407
Commerce Bank
Missouri
$217K -$2.79K -113 -1%
UB
408
UMB Bank
Missouri
$217K +$2.35K +95 +1%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$215K +$7.21K +292 +3%
TI
410
Tidal Investments
Wisconsin
$214K +$214K +8,660 New
RJT
411
Raymond James Trust
Florida
$210K +$8.05K +326 +4%
RPWA
412
Regent Peak Wealth Advisors
Georgia
$209K +$420 +17 +0.2%
SFG
413
StrategIQ Financial Group
Indiana
$209K -$11.1K -450 -5%
VFA
414
Valeo Financial Advisors
Indiana
$208K +$8.34K +338 +4%
KAS
415
Kestra Advisory Services
Texas
$207K +$207K +8,392 New
MIM
416
Morningstar Investment Management
Illinois
$203K – – –
EP
417
Edgestream Partners
New Jersey
$202K +$202K +8,199 New
BFC
418
Bedel Financial Consulting
Indiana
$201K – – –
Bessemer Group
419
Bessemer Group
New Jersey
$184K +$619 +25 +0.3%
VEA
420
Virtus ETF Advisers
New York
$181K -$25.4K -1,031 -12%
MAM
421
Meeder Asset Management
Ohio
$174K – – –
VSQM
422
V-Square Quantitative Management
Illinois
$173K +$173K +7,008 New
SOW
423
State of Wyoming
Wyoming
$165K -$28.2K -1,143 -15%
HI
424
Horizon Investments
North Carolina
$151K -$9.43K -386 -6%
EA
425
Evolution Advisers
Virginia
$146K – – –
15 16
17
18 19