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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 %
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$119K – – –
CF
427
Centaurus Financial
California
$117K -$30.5K -1,115 -21%
HFM
428
Hartford Financial Management
Connecticut
$112K – – –
CI Investments Inc
429
CI Investments Inc
Ontario, Canada
$112K +$10.1K +369 +10%
SIS
430
Sound Income Strategies
Florida
$109K – – –
Citadel Advisors
431
Citadel Advisors
Florida
$105K -$25.5M -930,721 -100%
NA
432
NewEdge Advisors
Louisiana
$93.5K -$229K -8,363 -71%
SIS
433
Strategic Investment Solutions
Illinois
$84.6K -$13.4K -504 -14%
O
434
Ossiam
France
$83.7K -$917K -33,535 -92%
JMF
435
Johnson Midwest Financial
Iowa
$82.3K – – –
MMG
436
Monetary Management Group
Missouri
$80.8K – – –
UM
437
UniSuper Management
Australia
$76.6K +$76.6K +2,800 New
PCM
438
Penserra Capital Management
California
$72K +$72K +2,655 New
SPIA
439
Steward Partners Investment Advisory
New York
$70.3K +$18.8K +687 +36%
BC
440
Bartlett & Co
Ohio
$61K +$14.6K +535 +32%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$61K +$14.6K +535 +32%
BTI
442
Blue Trust Inc
Georgia
$60K -$34.4K -1,235 -36%
TC
443
Trust Company
Kansas
$58.6K +$58.6K +2,141 New
LC
444
Lindbrook Capital
California
$57.2K +$28.7K +1,051 +101%
Loomis, Sayles & Company
445
Loomis, Sayles & Company
Massachusetts
$52K -$7.05K -256 -12%
QL
446
Quarry LP
New York
$50K +$50K +1,827 New
GWS
447
Glassman Wealth Services
Virginia
$47.2K – – –
AIC
448
Archer Investment Corporation
Indiana
$42K – – –
DJSG
449
D.J. St. Germain
Massachusetts
$42K +$42K +1,534 New
HI
450
Harbour Investments
Wisconsin
$41.9K -$11.8K -433 -22%
16 17
18
19 20