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NiSource
NI

Overview Fund Activity

586 hedge funds and large institutions have $10.8B invested in NiSource in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 236 increasing their positions, 164 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+15
Holders Change %
+2.63%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
70
Increased
236
Reduced
164
Closed
45
Calls
$7.23M
Puts
$7.85M
Net Calls
-$618K
Net Calls Change
+$2.67M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$240M
2
Jennison Associates
Jennison Associates
New York
+$160M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$39.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.2M
5
ACG
Aventail Capital Group
New York
+$25.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$84.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$77.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$62M
4
ECP
Empyrean Capital Partners
California
-$43.9M
5
JAM
Jupiter Asset Management
United Kingdom
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
551
MB, Levis & Associates
Pennsylvania
$2.99K +$28 +1 +0.9%
VWM
552
Venturi Wealth Management
Texas
$2.8K +$2.8K +100 New
SWM
553
Sugarloaf Wealth Management
Georgia
$2.68K – – –
IGWM
554
ICA Group Wealth Management
Colorado
$2.6K – – –
CAC
555
Core Alternative Capital
Georgia
$2.6K +$2.6K +93 New
EC
556
Elequin Capital
New York
$2.43K +$2.43K +87 New
SC
557
Schubert & Co
Texas
$2.32K +$252 +9 +12%
NECFA
558
New England Capital Financial Advisors
Connecticut
$2.31K – – –
HCM
559
Hollencrest Capital Management
California
$2.1K – – –
FMP
560
Financial Management Professionals
Texas
$2K – – –
WAS
561
Winch Advisory Services
Wisconsin
$2K – – –
RG
562
Retirement Group
California
$2K – – –
MFT
563
Moisand Fitzgerald Tamayo
Florida
$1.93K – – –
MCM
564
Manchester Capital Management
Vermont
$1.76K -$28 -1 -2%
NFSG
565
Newbridge Financial Services Group
Florida
$1.73K -$4.11K -147 -70%
FHA
566
First Horizon Advisors
Tennessee
$1.73K – – –
TWD
567
True Wealth Design
Ohio
$1.4K +$1.12K +40 +400%
SWA
568
SOA Wealth Advisors
New York
$1.25K +$28 +1 +2%
SIC
569
SJS Investment Consulting
Ohio
$1.15K -$28 -1 -2%
DI
570
Disciplined Investments
Oklahoma
$1.15K -$112 -4 -9%
GBT
571
Grove Bank & Trust
Florida
$1.12K – – –
CAL
572
Capital Advisors Ltd
Ohio
$1K -$4.36K -109 -81%
KFP
573
KB Financial Partners
New Jersey
$1K – – –
PVH
574
Psagot Value Holdings
Israel
$1K +$1K +21 New
CFO
575
CVA Family Office
Colorado
$979 – – –
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