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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 %
FDCDDQ
451
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.1K -$43.5K -1,764 -40%
Loomis, Sayles & Company
452
Loomis, Sayles & Company
Massachusetts
$64K +$17.7K +720 +38%
AWA
453
Authentikos Wealth Advisory
California
$61.7K +$61.7K +2,502 New
KI
454
Kapitalo Investimentos
Brazil
$58K -$219K -8,864 -79%
PCM
455
Penserra Capital Management
California
$56K -$9.21K -375 -14%
BCWM
456
Bartlett & Co Wealth Management
Ohio
$55K – – –
BC
457
Bartlett & Co
Ohio
$55K – – –
SIM
458
Sentry Investment Management
Wisconsin
$55K +$55K +2,226 New
AF
459
Allworth Financial
California
$53.8K +$24.3K +985 +82%
TC
460
Trust Company
Kansas
$52.8K – – –
GWS
461
Glassman Wealth Services
Virginia
$42.6K – – –
PFBT
462
Parkside Financial Bank & Trust
Missouri
$42.1K +$6.07K +246 +17%
GRP
463
Global Retirement Partners
California
$40.8K +$11.9K +497 +41%
HI
464
Harbour Investments
Wisconsin
$38.6K +$716 +29 +2%
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$38K +$395 +16 +1%
AIC
466
Archer Investment Corporation
Indiana
$37.9K – – –
DJSG
467
D.J. St. Germain
Massachusetts
$37.9K – – –
HIA
468
Harbor Investment Advisory
Maryland
$37K – – –
CAM
469
Costello Asset Management
Pennsylvania
$37K – – –
PA
470
Parallel Advisors
California
$35.3K -$25 -1 -0.1%
AAG
471
Armstrong Advisory Group
Massachusetts
$35.2K – – –
FFA
472
Farther Finance Advisors
California
$35K +$5.65K +229 +19%
RA
473
Rise Advisors
New York
$30.8K +$296 +12 +1%
PMFA
474
Plante Moran Financial Advisors
Michigan
$30.2K – – –
DAM
475
Delta Asset Management
Tennessee
$29.9K -$1.23K -50 -4%
17 18
19
20 21