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NiSource
NI

Overview Fund Activity

630 hedge funds and large institutions have $11.8B invested in NiSource in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 255 increasing their positions, 190 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+25
Holders Change %
+4.13%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
82
Increased
255
Reduced
190
Closed
48
Calls
$6.69M
Puts
$3.45M
Net Calls
+$3.23M
Net Calls Change
+$25.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$323M
2
ZP
Zimmer Partners
New York
$246M
3
Cohen & Steers
Cohen & Steers
New York
$276M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$95.8M
5
First Trust Advisors
First Trust Advisors
Illinois
$68.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$210M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.3M
3
Citadel Advisors
Citadel Advisors
Florida
$58.3M
4
HHAM
HITE Hedge Asset Management
Massachusetts
$45.6M
5
Franklin Resources
Franklin Resources
California
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$104M -$4.09M -147,742 -4%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$103M +$19.3M +699,415 +23%
Charles Schwab
28
Charles Schwab
California
$99M +$2.34M +84,622 +2%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$95.8M +$73.6M +2,659,551 +331%
MBA
30
Maple-Brown Abbott
Australia
$95.2M +$18.1M +656,060 +24%
WHRC
31
W.H. Reaves & Co
New Jersey
$94.6M -$22.4M -811,306 -19%
Norges Bank
32
Norges Bank
Norway
$87.8M +$14.8M +534,018 +20%
Bank of America
33
Bank of America
North Carolina
$79.5M +$20.2M +730,089 +34%
Goldman Sachs
34
Goldman Sachs
New York
$78M -$3.55M -128,307 -4%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$70.8M -$618K -22,352 -0.9%
First Trust Advisors
36
First Trust Advisors
Illinois
$68.1M +$59.2M +2,142,016 +667%
BC
37
Brookfield Corp
Ontario, Canada
$67.5M -$7.16M -258,875 -10%
EIP
38
Epoch Investment Partners
New York
$65M -$11M -398,230 -14%
Verition Fund Management
39
Verition Fund Management
Connecticut
$60.8M +$50.1M +1,810,702 +469%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$59.9M -$398K -14,396 -0.7%
Ameriprise
41
Ameriprise
Minnesota
$59.3M +$33.7M +1,219,630 +132%
Citadel Advisors
42
Citadel Advisors
Florida
$58.3M -$75M -2,712,308 -56%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$57.5M +$7.03M +254,000 +14%
CC
44
Covalis Capital
United Kingdom
$55.5M +$55.5M +2,004,920 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$55.1M -$28M -1,009,306 -34%
Principal Financial Group
46
Principal Financial Group
Iowa
$54.7M -$1.53M -55,474 -3%
SCP
47
Soroban Capital Partners
New York
$52.7M +$21.8M +788,170 +71%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$49.3M -$105M -3,812,098 -68%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$48.6M +$2.86M +99,711 +6%
Amundi
50
Amundi
France
$48.4M -$4.73M -172,593 -9%
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