NI icon

NiSource
NI

Overview Fund Activity

540 hedge funds and large institutions have $9.5B invested in NiSource in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+6
Holders Change %
+1.12%
% of All Funds
9.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
67
Increased
196
Reduced
176
Closed
55
Calls
$5M
Puts
$5.14M
Net Calls
-$149K
Net Calls Change
+$435K

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$47.1M
3
Nomura Holdings
Nomura Holdings
Japan
+$45.1M
4
LP
LMR Partners
United Kingdom
+$35.1M
5
ECM
ExodusPoint Capital Management
New York
+$32.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$297M
2
State Street
State Street
Massachusetts
-$85M
3
SG Americas Securities
SG Americas Securities
New York
-$79.8M
4
Millennium Management
Millennium Management
New York
-$77.1M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Harbour Investments
Wisconsin
$56K – – –
VIA
427
Virtus Investment Advisers
Connecticut
$53K +$53K +2,113 New
APA
428
American Portfolios Advisors
New York
$51.9K +$10.2K +406 +25%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$46.3K +$19.5K +725,528 +73%
PA
430
Parallel Advisors
California
$45K +$2.48K +98 +6%
BC
431
Bartlett & Co
Ohio
$43K – – –
BCWM
432
Bartlett & Co Wealth Management
Ohio
$42.7K – – –
DMBA
433
Deseret Mutual Benefit Administrators
Utah
$41K -$13.8K -544 -25%
AS
434
Altshuler Shaham
Israel
$41K -$6.04K -232 -13%
SPIA
435
Steward Partners Investment Advisory
New York
$41K -$25 -1 -0.1%
LCM
436
Logan Capital Management
Pennsylvania
$40K – – –
KFAA
437
Klaas Financial Asset Advisors
Illinois
$39K – – –
HIA
438
Harbor Investment Advisory
Maryland
$38K – – –
CAM
439
Costello Asset Management
Pennsylvania
$38K – – –
SSG
440
Summit Securities Group
New York
$35K +$13.4K +528 +62%
ST
441
Smithfield Trust
Pennsylvania
$34K -$44.5K -1,732 -57%
ACA
442
Atlas Capital Advisors
Wyoming
$32.5K – – –
HNWAG
443
High Net Worth Advisory Group
Florida
$32K – – –
EWA
444
EverSource Wealth Advisors
Alabama
$32K +$20.7K +808 +184%
PMFA
445
Plante Moran Financial Advisors
Michigan
$31K – – –
PFBT
446
Parkside Financial Bank & Trust
Missouri
$30K -$3.15K -123 -9%
RA
447
Rise Advisors
New York
$30K +$224 +9 +0.8%
CFGS
448
Concourse Financial Group Securities
Alabama
$29K -$330 -13 -1%
WTC
449
WhitTier Trust Company
Nevada
$29K – – –
HFS
450
Hantz Financial Services
Michigan
$28K +$76 +3 +0.3%
16 17
18
19 20