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NiSource
NI

Overview Fund Activity

633 hedge funds and large institutions have $12.6B invested in NiSource in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 258 increasing their positions, 199 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
9.21%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
67
Increased
258
Reduced
199
Closed
53
Calls
$10.3M
Puts
$4.24M
Net Calls
+$6.08M
Net Calls Change
+$2.85M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$228M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$192M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$185M
4
Invesco
Invesco
Georgia
$252M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$396M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$58M
3
CC
Covalis Capital
United Kingdom
$16.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
26
Thompson Siegel & Walmsley
Virginia
$121M -$5.81M -201,769 -5%
DPIM
27
Duff & Phelps Investment Management
Illinois
$116M -$1.83M -63,383 -2%
Northern Trust
28
Northern Trust
Illinois
$114M +$5.66M +196,526 +5%
Norges Bank
29
Norges Bank
Norway
$113M +$21.5M +746,849 +24%
Charles Schwab
30
Charles Schwab
California
$112M +$9.1M +316,025 +9%
WHRC
31
W.H. Reaves & Co
New Jersey
$98.1M -$444K -15,422 -0.5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$96.4M +$39M +1,353,977 +68%
MBA
33
Maple-Brown Abbott
Australia
$95.3M -$3.84M -133,290 -4%
SCP
34
Soroban Capital Partners
New York
$94.5M +$39.6M +1,374,568 +72%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$93.6M -$6.16M -213,723 -6%
Bank of America
36
Bank of America
North Carolina
$88.6M +$5.78M +200,651 +7%
Verition Fund Management
37
Verition Fund Management
Connecticut
$70.2M +$6.93M +240,696 +11%
BC
38
Brookfield Corp
Ontario, Canada
$68.2M -$2.1M -73,016 -3%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$67M +$4.53M +157,236 +7%
EIP
40
Epoch Investment Partners
New York
$64.6M -$3.05M -105,744 -5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$61.9M -$11.8M -411,080 -16%
UBS AM
42
UBS AM
Illinois
$60.2M +$14.5M +501,858 +32%
First Trust Advisors
43
First Trust Advisors
Illinois
$59.7M -$11.3M -391,151 -16%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$58M -$55.5M -1,924,810 -49%
Principal Financial Group
45
Principal Financial Group
Iowa
$57.3M +$301K +10,433 +0.5%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$55.1M +$3.94M +130,501 +8%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$54.9M -$5.05M -175,400 -8%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$53.8M +$4.15M +144,197 +8%
Ameriprise
49
Ameriprise
Minnesota
$53.5M -$8.35M -289,721 -13%
Victory Capital Management
50
Victory Capital Management
Texas
$48.3M +$3.71M +128,653 +8%
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