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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 %
CFGS
426
Concourse Financial Group Securities
Alabama
$174K +$29.8K +1,067 +21%
EA
427
Evolution Advisers
Virginia
$165K – – –
ARMT
428
Amica Retiree Medical Trust
Rhode Island
$155K -$101K -3,612 -39%
CF
429
Centaurus Financial
California
$151K +$3.22K +115 +2%
AIP
430
Ameritas Investment Partners
Nebraska
$150K – – –
TWA
431
TCI Wealth Advisors
Arizona
$145K +$6.52K +233 +5%
WTA
432
Washington Trust Advisors
Massachusetts
$140K -$140K -5,000 -50%
AT
433
Avalon Trust
New Mexico
$140K +$140K +5,000 New
QCG
434
Quadrant Capital Group
Ohio
$131K +$32K +1,144 +32%
SWA
435
Sutton Wealth Advisors
Florida
$128K -$16.9K -605 -12%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K -$92.5K -3,308 -43%
HPC
437
HM Payson & Co
Maine
$116K – – –
HFM
438
Hartford Financial Management
Connecticut
$115K -$1.9K -68 -2%
AAS
439
Ameritas Advisory Services
Nebraska
$112K +$112K +3,940 New
SIS
440
Sound Income Strategies
Florida
$111K – – –
CI Investments Inc
441
CI Investments Inc
Ontario, Canada
$105K +$8.28K +295 +9%
FCA
442
Fortis Capital Advisors
Kansas
$105K -$13.2K -472 -11%
SIS
443
Strategic Investment Solutions
Illinois
$103K +$103K +3,675 New
AWM
444
Accel Wealth Management
Iowa
$92.7K – – –
BTI
445
Blue Trust Inc
Georgia
$92K +$22.3K +821 +32%
JMF
446
Johnson Midwest Financial
Iowa
$84.2K – – –
MMG
447
Monetary Management Group
Missouri
$82.6K – – –
BFEC
448
Benjamin F. Edwards & Company
Missouri
$81K +$51K +1,828 +170%
SOAMC
449
Spirit of America Management Corp
New York
$69.9K +$69.9K +2,500 New
PI
450
PineBridge Investments
New York
$63.9K +$4.87K +174 +8%
16 17
18
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