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NiSource
NI

Overview Fund Activity

528 hedge funds and large institutions have $12B invested in NiSource in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 188 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+15
Holders Change %
+2.92%
% of All Funds
8.36%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
85
Increased
188
Reduced
176
Closed
62
Calls
$8.56M
Puts
$6.53M
Net Calls
+$2.02M
Net Calls Change
-$12.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$357M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$164M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$108M
4
State Street
State Street
Massachusetts
+$62.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$47.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$436M
2
Barclays
Barclays
United Kingdom
-$88.8M
3
Invesco
Invesco
Georgia
-$69.9M
4
Goldman Sachs
Goldman Sachs
New York
-$45.1M
5
TSW
Thompson Siegel & Walmsley
Virginia
-$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
501
Northwest Investment Counselors
Oregon
$3K -$1K -35 -25%
FMP
502
Financial Management Professionals
Texas
$3K – – –
EWM
503
Endurance Wealth Management
Rhode Island
$3K – – –
MAM
504
McCarthy Asset Management
California
$3K – – –
BHWM
505
Beaird Harris Wealth Management
Texas
$3K +$3K +90 New
PFS
506
Prospera Financial Services
Texas
$3K +$3K +100 New
PA
507
PSI Advisors
Florida
$3K +$3K +100 New
NFSG
508
Newbridge Financial Services Group
Florida
$2K -$710 -22 -26%
KFP
509
KB Financial Partners
New Jersey
$2K – – –
RG
510
Retirement Group
California
$2K – – –
WAS
511
Winch Advisory Services
Wisconsin
$2K +$27 +1 +1%
AF
512
Allworth Financial
California
$2K +$560 +21 +39%
DI
513
Disciplined Investments
Oklahoma
$2K +$2K +49 New
CFD
514
Creative Financial Designs
Indiana
$2K +$2K +76 New
CI
515
Cordant Inc
Oregon
$2K +$2K +77 New
ED
516
Exane Derivatives
France
$1.34K -$479K -15,055 -100%
AFG
517
Albion Financial Group
Utah
$1K -$1K -36 -50%
TFM
518
TFC Financial Management
Massachusetts
$1K – – –
WT
519
Whittier Trust
California
$1K – – –
CAL
520
Capital Advisors Ltd
Ohio
$1K – – –
TF
521
TimeScale Financial
Massachusetts
$1K – – –
SC
522
Schubert & Co
Texas
$1K +$267 +12 +36%
CIBC Private Wealth Group
523
CIBC Private Wealth Group
Georgia
$1K +$1K +41 New
GKIM
524
GW&K Investment Management
Massachusetts
$1K +$1K +43 New
ZIM
525
Zacks Investment Management
Illinois
– -$32.5M -1,177,313 Closed
19 20
21
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