NI icon

NiSource
NI

Overview Fund Activity

579 hedge funds and large institutions have $9.68B invested in NiSource in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 214 increasing their positions, 191 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+17
Holders Change %
+3.02%
% of All Funds
9.23%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
68
Increased
214
Reduced
191
Closed
46
Calls
$7.07M
Puts
$82.1M
Net Calls
-$75M
Net Calls Change
-$76.2M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$157M
2
ECM
ExodusPoint Capital Management
New York
$100M
3
Citadel Advisors
Citadel Advisors
Florida
$67.9M
4
Cohen & Steers
Cohen & Steers
New York
$168M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61.7M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Millennium Management
Millennium Management
New York
$141M
3
Barclays
Barclays
United Kingdom
$238M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$65.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
551
Northwest Investment Counselors
Oregon
$2.22K +$2.22K +90 New
PVH
552
Psagot Value Holdings
Israel
$2K -$171 -6 -8%
FMP
553
Financial Management Professionals
Texas
$2K – – –
WAS
554
Winch Advisory Services
Wisconsin
$2K +$26 +1 +1%
VNA
555
Valley National Advisers
Pennsylvania
$2K +$1.2K +60 +150%
CPG
556
Cornerstone Planning Group
New Jersey
$1.95K – – –
AF
557
Advisornet Financial
Minnesota
$1.93K -$2.86K -116 -60%
WT
558
Whittier Trust
California
$1.9K +$1.9K +77 New
HCM
559
Hollencrest Capital Management
California
$1.85K – – –
FHA
560
First Horizon Advisors
Tennessee
$1.53K – – –
RG
561
Retirement Group
California
$1.48K – – –
VCM
562
Versant Capital Management
Arizona
$1.38K – – –
SIC
563
SJS Investment Consulting
Ohio
$1.14K +$198 +8 +21%
SWA
564
SOA Wealth Advisors
New York
$1.13K +$25 +1 +2%
KFP
565
KB Financial Partners
New Jersey
$1K – – –
GKIM
566
GW&K Investment Management
Massachusetts
$1K – – –
SIA
567
SkyView Investment Advisors
New Jersey
$1K – – –
CAM
568
ClariVest Asset Management
California
$1K +$1K +28 New
T
569
TOBAM
France
$1K +$1K +56 New
MFT
570
Moisand Fitzgerald Tamayo
Florida
$963 -$741 -30 -43%
GA
571
GoalVest Advisory
New York
$740 +$740 +30 New
RWM
572
Ruedi Wealth Management
Illinois
$518 – – –
TFM
573
TFC Financial Management
Massachusetts
$474 – – –
ECM
574
Everence Capital Management
Indiana
$470 – – –
LFG
575
Larson Financial Group
Missouri
$469 – – –
21 22
23
24 25