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NiSource
NI

Overview Fund Activity

678 hedge funds and large institutions have $15.2B invested in NiSource in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 236 increasing their positions, 232 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+45
Holders Change %
+7.11%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
102
Increased
236
Reduced
232
Closed
52
Calls
$12.1M
Puts
$2.16M
Net Calls
+$9.94M
Net Calls Change
+$3.87M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$516M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$672M
3
BlackRock
BlackRock
New York
$1.65B
4
Citadel Advisors
Citadel Advisors
Florida
$189M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$176M

Top Sellers

1
Invesco
Invesco
Georgia
$190M
2
Millennium Management
Millennium Management
New York
$112M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$118M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$14.6M
5
ZP
Zimmer Partners
New York
$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$136M +$659K +19,008 +0.5%
DPIM
27
Duff & Phelps Investment Management
Illinois
$135M -$4.59M -132,527 -3%
WHRC
28
W.H. Reaves & Co
New Jersey
$131M +$12.6M +363,555 +11%
Northern Trust
29
Northern Trust
Illinois
$130M -$6.84M -197,424 -5%
TSW
30
Thompson Siegel & Walmsley
Virginia
$120M -$25.7M -743,108 -18%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$118M -$104M -2,991,393 -47%
Millennium Management
32
Millennium Management
New York
$112M -$108M -3,130,795 -49%
Bank of America
33
Bank of America
North Carolina
$109M +$2.04M +58,998 +2%
MBA
34
Maple-Brown Abbott
Australia
$106M -$8.36M -241,200 -7%
SCP
35
Soroban Capital Partners
New York
$104M -$10M -290,000 -9%
BC
36
Brookfield Corp
Ontario, Canada
$90.2M +$8.18M +236,126 +10%
UBS AM
37
UBS AM
Illinois
$89.6M +$17.2M +495,738 +24%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$86.7M +$6.19M +178,719 +8%
Verition Fund Management
39
Verition Fund Management
Connecticut
$85.6M +$1.18M +34,093 +1%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$77.8M +$11M +299,902 +16%
Principal Financial Group
41
Principal Financial Group
Iowa
$77.8M +$8.85M +255,348 +13%
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$77.2M -$35.4M -1,020,247 -31%
EIP
43
Epoch Investment Partners
New York
$76.2M -$1.55M -44,767 -2%
ERSOT
44
Employees Retirement System of Texas
Texas
$71.6M +$13.7M +395,800 +24%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$70.4M -$4.07M -117,366 -5%
Amundi
46
Amundi
France
$65.2M +$12.1M +354,493 +23%
UBS Group
47
UBS Group
Switzerland
$65.1M +$28.8M +830,751 +79%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$64.2M +$8.39K +244 +0%
First Trust Advisors
49
First Trust Advisors
Illinois
$60.4M -$11.4M -328,637 -16%
Victory Capital Management
50
Victory Capital Management
Texas
$60.4M +$2.23M +64,356 +4%
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