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NiSource
NI

Overview Fund Activity

540 hedge funds and large institutions have $9.5B invested in NiSource in 2022 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+6
Holders Change %
+1.12%
% of All Funds
9.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
67
Increased
196
Reduced
176
Closed
55
Calls
$5M
Puts
$5.14M
Net Calls
-$149K
Net Calls Change
+$435K

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$155M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.1M
3
Nomura Holdings
Nomura Holdings
Japan
$57.7M
4
LP
LMR Partners
United Kingdom
$35.1M
5
ECM
ExodusPoint Capital Management
New York
$101M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$389M
2
State Street
State Street
Massachusetts
$573M
3
SG Americas Securities
SG Americas Securities
New York
$1.91M
4
Millennium Management
Millennium Management
New York
$54.4M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$3.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$6K +$1.08K +45 +22%
CFB
502
Cullen/Frost Bankers
Texas
$6K +$6K +219 New
ONST
503
Old North State Trust
North Carolina
$6K +$6K +246 New
TFGT
504
TS Financial Group (TSFG)
Illinois
$5K – – –
PB
505
Pinnacle Bancorp
Nebraska
$5K – – –
NFSG
506
Newbridge Financial Services Group
Florida
$5K +$24 +1 +0.5%
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.43K +51 +40%
HCP
508
Hexagon Capital Partners
Arkansas
$5K +$4.95K +191 +9,550%
VCM
509
Versant Capital Management
Arizona
$4K – – –
CFFP
510
Center for Financial Planning
Michigan
$4K – – –
EC
511
EdgeRock Capital
Colorado
$4K +$4K +174 New
Loomis, Sayles & Company
512
Loomis, Sayles & Company
Massachusetts
$3K -$15.6K -605 -84%
GRP
513
Global Retirement Partners
California
$3K -$100 -4 -3%
PA
514
PSI Advisors
Florida
$3K – – –
CSB
515
City State Bank
Iowa
$3K – – –
BWM
516
Baystate Wealth Management
Massachusetts
$3K +$23 +1 +0.8%
GEA
517
Glen Eagle Advisors
New Jersey
$2.96K – – –
WAS
518
Winch Advisory Services
Wisconsin
$2K – – –
CFD
519
Creative Financial Designs
Indiana
$2K – – –
BIA
520
Bell Investment Advisors
California
$2K – – –
EWM
521
Endurance Wealth Management
Rhode Island
$2K – – –
FMP
522
Financial Management Professionals
Texas
$2K – – –
AF
523
Allworth Financial
California
$2K +$95 +4 +5%
SC
524
Schubert & Co
Texas
$2K +$364 +18 +22%
SWA
525
SOA Wealth Advisors
New York
$1K -$636 -28 -39%
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