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NiSource
NI

Overview Fund Activity

605 hedge funds and large institutions have $11.1B invested in NiSource in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 226 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+26
Holders Change %
+4.49%
% of All Funds
8.87%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
97
Increased
226
Reduced
200
Closed
59
Calls
$26.3M
Puts
$48.3M
Net Calls
-$22M
Net Calls Change
+$53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$387M
2
ECM
ExodusPoint Capital Management
New York
$221M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$149M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$345M

Top Sellers

1
Barclays
Barclays
United Kingdom
$48.3M
2
Jennison Associates
Jennison Associates
New York
$274M
3
Invesco
Invesco
Georgia
$146M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.85M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HHAM
26
HITE Hedge Asset Management
Massachusetts
$104M +$54.7M +2,058,646 +111%
Northern Trust
27
Northern Trust
Illinois
$103M -$964K -36,327 -0.9%
ZP
28
Zimmer Partners
New York
$96M +$7.79M +293,368 +9%
Charles Schwab
29
Charles Schwab
California
$92.8M +$2.2M +82,957 +2%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$80.7M -$2.98M -112,057 -4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$79.7M +$50.9M +1,916,219 +177%
Goldman Sachs
32
Goldman Sachs
New York
$78.3M -$3.38M -127,253 -4%
Prudential Financial
33
Prudential Financial
New Jersey
$75.3M +$14.9M +563,146 +25%
MBA
34
Maple-Brown Abbott
Australia
$74M +$15.1M +568,980 +26%
EIP
35
Epoch Investment Partners
New York
$72.9M +$2.66M +100,141 +4%
BC
36
Brookfield Corp
Ontario, Canada
$71.6M +$3.07M +115,776 +4%
Norges Bank
37
Norges Bank
Norway
$70.1M +$11.5M +434,775 +20%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$68.6M -$308K -11,609 -0.4%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$57.9M +$278K +10,489 +0.5%
Bank of America
40
Bank of America
North Carolina
$56.9M +$6.27M +235,989 +12%
Principal Financial Group
41
Principal Financial Group
Iowa
$54M -$1.56M -58,616 -3%
Amundi
42
Amundi
France
$52.6M -$1.56M -57,385 -3%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$51.6M -$26.2M -987,100 -34%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$48.5M +$2.41M +90,600 +5%
Barclays
45
Barclays
United Kingdom
$48.3M -$208M -7,826,949 -81%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$48.1M +$46.6M +1,756,480 +3,196%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$46M -$12.3M -461,396 -21%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$44.2M +$8.36M +315,171 +23%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$43.6M +$2.83M +103,472 +7%
UBS AM
50
UBS AM
Illinois
$41.8M +$3.66M +137,887 +10%
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