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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 %
BWM
526
Baystate Wealth Management
Massachusetts
$3.6K +$27 +1 +0.8%
GEA
527
Glen Eagle Advisors
New Jersey
$3.22K – – –
EWM
528
Endurance Wealth Management
Rhode Island
$3K – – –
MLA
529
MB, Levis & Associates
Pennsylvania
$2.95K +$27 +1 +0.9%
BIA
530
Bell Investment Advisors
California
$2.65K -$2.02K -74 -43%
SWM
531
Sugarloaf Wealth Management
Georgia
$2.63K – – –
IGWM
532
ICA Group Wealth Management
Colorado
$2.54K – – –
CPG
533
Cornerstone Planning Group
New Jersey
$2.16K +$2.16K +79 New
HCM
534
Hollencrest Capital Management
California
$2.05K – – –
FMP
535
Financial Management Professionals
Texas
$2K – – –
WAS
536
Winch Advisory Services
Wisconsin
$2K +$26 +1 +1%
VNA
537
Valley National Advisers
Pennsylvania
$2K +$2K +40 New
PVH
538
Psagot Value Holdings
Israel
$2K +$1.45K +55 +262%
MFT
539
Moisand Fitzgerald Tamayo
Florida
$1.89K – – –
FHA
540
First Horizon Advisors
Tennessee
$1.7K – – –
RG
541
Retirement Group
California
$1.64K – – –
VCM
542
Versant Capital Management
Arizona
$1.53K -$2.11K -77 -58%
DI
543
Disciplined Investments
Oklahoma
$1.26K +$137 +5 +12%
SWA
544
SOA Wealth Advisors
New York
$1.24K – – –
GBT
545
Grove Bank & Trust
Florida
$1.09K – – –
SIC
546
SJS Investment Consulting
Ohio
$1.04K -$82 -3 -7%
KFP
547
KB Financial Partners
New Jersey
$1K – – –
SIA
548
SkyView Investment Advisors
New Jersey
$1K +$500 +12 +100%
GKIM
549
GW&K Investment Management
Massachusetts
$1K +$1K +24 New
CFO
550
CVA Family Office
Colorado
$957 – – –
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