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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 %
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$41.7K +$1.64K +60 +4%
HIA
452
Harbor Investment Advisory
Maryland
$41K – – –
CAM
453
Costello Asset Management
Pennsylvania
$41K – – –
PFBT
454
Parkside Financial Bank & Trust
Missouri
$39.9K +$2.35K +86 +6%
PA
455
Parallel Advisors
California
$39.2K -$2.57K -94 -6%
AAG
456
Armstrong Advisory Group
Massachusetts
$39K – – –
ACA
457
Atlas Capital Advisors
Wyoming
$35.3K – – –
Simplex Trading
458
Simplex Trading
Illinois
$35K +$35K +1,287 New
DAM
459
Delta Asset Management
Tennessee
$34.5K -$5.88K -215 -15%
RA
460
Rise Advisors
New York
$33.9K +$301 +11 +0.9%
PMFA
461
Plante Moran Financial Advisors
Michigan
$33.5K – – –
GRP
462
Global Retirement Partners
California
$32.8K +$109 +4 +0.3%
SSB
463
Sandy Spring Bank
Maryland
$32.7K – – –
AF
464
Allworth Financial
California
$32.7K +$2.6K +95 +9%
FFA
465
Farther Finance Advisors
California
$32.6K +$7.63K +279 +31%
LCM
466
Logan Capital Management
Pennsylvania
$32.2K – – –
WTC
467
WhitTier Trust Company
Nevada
$31K – – –
HFS
468
Hantz Financial Services
Michigan
$30K +$109 +4 +0.4%
BWAM
469
Boyd Watterson Asset Management
Ohio
$29.4K – – –
WPA
470
West Paces Advisors
Georgia
$29.3K – – –
AIM
471
Achmea Investment Management
Netherlands
$29K – – –
TWC
472
TD Waterhouse Canada
Ontario, Canada
$29K +$2.36K +82 +9%
GI
473
Gradient Investments
Minnesota
$27.8K – – –
CSC
474
Caldwell Sutter Capital
California
$27.4K – – –
CWM
475
Cedar Wealth Management
California
$27.4K – – –
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19
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