NI icon

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
$378M
2
Jennison Associates
Jennison Associates
New York
$263M
3
Verition Fund Management
Verition Fund Management
Connecticut
$39.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$44.8M
5
ACG
Aventail Capital Group
New York
$44.2M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$98.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$12.5M
4
ECP
Empyrean Capital Partners
California
$32.9M
5
JAM
Jupiter Asset Management
United Kingdom
$21M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$93.8M -$18.7M -669,479 -17%
Charles Schwab
27
Charles Schwab
California
$92.3M +$541K +19,336 +0.6%
HHAM
28
HITE Hedge Asset Management
Massachusetts
$86.5M -$25.4M -908,928 -23%
DPIM
29
Duff & Phelps Investment Management
Illinois
$81.1M +$11.2M +400,000 +16%
EIP
30
Epoch Investment Partners
New York
$80.7M +$11.7M +419,278 +17%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$74.4M +$2.73M +97,768 +4%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$72.2M -$4.12M -147,223 -5%
Goldman Sachs
33
Goldman Sachs
New York
$71.5M +$19.5M +696,463 +37%
N
34
Natixis
France
$69.1M -$26.7M -953,195 -28%
MBA
35
Maple-Brown Abbott
Australia
$63.3M +$493K +17,650 +0.8%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$60.7M +$1.65M +59,139 +3%
Principal Financial Group
37
Principal Financial Group
Iowa
$60.2M +$5.28M +188,692 +10%
Bank of America
38
Bank of America
North Carolina
$55.5M +$2.96M +105,839 +6%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.4M +$257K +9,195 +0.5%
UBS AM
40
UBS AM
Illinois
$47.2M -$9.55M -341,552 -17%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$46.3M -$7.17M -256,400 -13%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$46.2M -$12.6M -449,761 -21%
CIMLRA
43
CBRE Investment Management Listed Real Assets
Pennsylvania
$46.1M +$1.66M +59,524 +4%
Swiss National Bank
44
Swiss National Bank
Switzerland
$44.9M -$1.19M -42,400 -3%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$44.8M +$34.2M +1,223,698 +324%
ACG
46
Aventail Capital Group
New York
$44.2M +$25.1M +897,036 +131%
PAM
47
Panagora Asset Management
Massachusetts
$44.1M +$2.24M +80,197 +5%
SO
48
STRS Ohio
Ohio
$42.6M -$1.25M -44,662 -3%
Victory Capital Management
49
Victory Capital Management
Texas
$41.7M -$8.79M -314,301 -17%
AQR Capital Management
50
AQR Capital Management
Connecticut
$41.2M +$1.1M +39,482 +3%
1
2
3 4 5