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734 hedge funds and large institutions have $16.5B invested in NiSource in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 273 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $12M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 59

18% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 231

7% more funds holding

Funds holding: 684734 (+50)

7% more capital invested

Capital invested by funds: $15.4B → $16.5B (+$1.11B)

2.91% less ownership

Funds ownership: 99.06%96.15% (-2.9%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
734
Holders Change
+50
Holders Change %
+7.31%
% of All Funds
9.67%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
118
Increased
273
Reduced
231
Closed
59
Calls
$12M
Puts
$2.1M
Net Calls
+$9.92M
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$145M -$9.52M -265,273 -6%
DPIM
27
Duff & Phelps Investment Management
Illinois
$142M -$1.81M -50,455 -1%
ECM
28
ExodusPoint Capital Management
New York
$125M -$88.5M -2,465,152 -42%
UBS Group
29
UBS Group
Switzerland
$113M +$43.2M +1,203,490 +64%
SCP
30
Soroban Capital Partners
New York
$110M
Goldman Sachs
31
Goldman Sachs
New York
$108M -$51.7M -1,439,796 -33%
UBS AM
32
UBS AM
Illinois
$105M +$10.1M +280,453 +11%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$99.7M +$17.4M +483,491 +22%
TSW
34
Thompson Siegel & Walmsley
Virginia
$93.8M -$33M -918,756 -26%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$93.7M +$1.65M +46,072 +2%
BC
36
Brookfield Corp
Ontario, Canada
$92.4M -$3.14M -87,507 -3%
Bank of America
37
Bank of America
North Carolina
$92.1M -$22.5M -627,430 -20%
Principal Financial Group
38
Principal Financial Group
Iowa
$85.8M +$3.26M +90,755 +4%
MBA
39
Maple-Brown Abbott
Australia
$85M -$27.2M -756,680 -25%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$82.9M -$41.6M -1,158,073 -34%
Citadel Advisors
41
Citadel Advisors
Florida
$78M -$120M -3,344,673 -61%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$76.3M +$1.57M +43,608 +2%
ERSOT
43
Employees Retirement System of Texas
Texas
$76M
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$74.7M -$111M -3,092,604 -60%
N
45
Nuveen
North Carolina
$73.8M -$4.13M -114,964 -5%
Verition Fund Management
46
Verition Fund Management
Connecticut
$70.7M -$19.7M -547,428 -22%
First Trust Advisors
47
First Trust Advisors
Illinois
$68M +$3.81M +106,095 +6%
EIP
48
Epoch Investment Partners
New York
$66.2M -$14.3M -397,977 -18%
Amundi
49
Amundi
France
$63.6M -$5.93M -165,290 -9%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$63M -$5.49M -152,803 -8%

NI Hedge Fund Activity: Q4 2024 in Review

734 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2024, worth a combined $16.5B — up 7.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new NI positions and 59 closed out — a net gain of 59 holders — while 273 added to existing stakes and 231 trimmed.

The largest buyer was Millennium Management, adding an estimated $215M. The largest seller was Zimmer Partners, cutting an estimated $225M.

  • 734 institutional investors held NiSource (NI) as of Q4 2024, up from 684 in Q3 2024.
  • Funds reported $16.5B of NiSource stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 118 funds opened new NiSource positions in Q4 2024 and 59 closed out, a net change of +59 holders.
  • The largest NiSource buyer in Q4 2024 was Millennium Management, an estimated $215M added.
  • The largest NiSource seller in Q4 2024 was Zimmer Partners, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2024.