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NiSource
NI

Overview Fund Activity

562 hedge funds and large institutions have $10.7B invested in NiSource in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 207 increasing their positions, 188 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-24
Holders Change %
-4.1%
% of All Funds
8.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
47
Increased
207
Reduced
188
Closed
69
Calls
$5.01M
Puts
$3.87M
Net Calls
+$1.14M
Net Calls Change
+$1.76M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
+$110M
2
Jennison Associates
Jennison Associates
New York
+$101M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$63.3M
4
Millennium Management
Millennium Management
New York
+$52.1M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$50.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$92.8M
2
ECM
ExodusPoint Capital Management
New York
-$76.6M
3
Cohen & Steers
Cohen & Steers
New York
-$58.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$48.5M
5
N
Natixis
France
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
476
Bangor Savings Bank
Maine
$24.5K -$1.83K -67 -7%
DMBA
477
Deseret Mutual Benefit Administrators
Utah
$24.4K – – –
EWA
478
EverSource Wealth Advisors
Alabama
$22.8K -$5.28K -193 -19%
AA
479
AlphaMark Advisors
Kentucky
$22K – – –
C
480
Covestor
United Kingdom
$22K +$7.33K +270 +50%
QC
481
Quent Capital
New York
$21.8K – – –
RFA
482
Resurgent Financial Advisors
Georgia
$21.5K +$21.5K +787 New
CTA
483
Colonial Trust Advisors
South Carolina
$20.5K – – –
FDCC
484
Foster Dykema Cabot & Co
Massachusetts
$20K +$6.36K +233 +47%
FCA
485
FinTrust Capital Advisors
South Carolina
$19.4K – – –
MFG
486
Mendota Financial Group
Wisconsin
$18.3K – – –
BC
487
Barrett & Company
Rhode Island
$17.8K – – –
CWA
488
Clearview Wealth Advisors
Oregon
$17.3K -$9.85K -360 -36%
PTC
489
Private Trust Company
Ohio
$16.8K -$55 -2 -0.3%
DGAM
490
Desjardins Global Asset Management
Quebec, Canada
$16.6K -$33.1K -1,212 -67%
WBC
491
West Branch Capital
Massachusetts
$15.3K -$9.57K -350 -38%
SSG
492
Summit Securities Group
New York
$15K -$7.18K -258 -32%
PCTC
493
Perkins Coie Trust Company
Washington
$14.2K – – –
HFM
494
Harvest Fund Management
China
$14K – – –
CTC
495
Central Trust Company
Missouri
$13.9K -$1.09K -40 -7%
BONH
496
Bank of New Hampshire
New Hampshire
$13.7K – – –
SIC
497
Salem Investment Counselors
North Carolina
$13.7K – – –
RTC
498
Riverview Trust Company
Washington
$13.7K – – –
FPFS
499
First Personal Financial Services
North Carolina
$12.2K – – –
PPC
500
Park Place Capital
Alabama
$12.1K – – –
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