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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 %
HCP
501
Hexagon Capital Partners
Arkansas
$11.7K -$1.67K -61 -13%
BWP
502
Baldwin Wealth Partners
Massachusetts
$11.2K – – –
LS
503
Livforsakringsbolaget Skandia
Sweden
$10.9K – – –
KFI
504
Key Financial Inc
Pennsylvania
$10.3K – – –
National Pension Service
505
National Pension Service
South Korea
$9.84K -$1.18M -43,430 -99%
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.82K – – –
ZB
507
Zions Bancorporation
Utah
$9.44K +$574 +21 +6%
CA
508
Crewe Advisors
Utah
$9.16K – – –
WB
509
Webster Bank
Connecticut
$9.03K – – –
Jones Financial Companies
510
Jones Financial Companies
Missouri
$8.94K -$19.4K -710 -68%
JWA
511
JFS Wealth Advisors
Pennsylvania
$8.51K -$465 -17 -5%
FA
512
Fiduciary Alliance
South Carolina
$8.18K +$8.18K +299 New
NSIM
513
North Star Investment Management
Illinois
$7.49K – – –
CMP
514
Coston McIsaac & Partners
Maine
$7K – – –
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$6.84K – – –
WTG
516
West Tower Group
Virginia
$6.29K +$6.29K +230 New
CFD
517
Creative Financial Designs
Indiana
$6.18K – – –
AF
518
Advisornet Financial
Minnesota
$5.31K -$9.46K -346 -64%
PB
519
Pinnacle Bancorp
Nebraska
$5.28K – – –
TFGT
520
TS Financial Group (TSFG)
Illinois
$5K – – –
TWM
521
Tradition Wealth Management
Minnesota
$5K – – –
BBHC
522
Brown Brothers Harriman & Co
New York
$4.87K – – –
MCM
523
MV Capital Management
Maryland
$4.84K +$328 +12 +7%
ST
524
Smithfield Trust
Pennsylvania
$4K – – –
RTL
525
Red Tortoise LLC
Georgia
$3.69K – – –
19 20
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