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NiSource
NI

Overview Fund Activity

633 hedge funds and large institutions have $12.6B invested in NiSource in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 258 increasing their positions, 199 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
9.21%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
67
Increased
258
Reduced
199
Closed
53
Calls
$10.3M
Puts
$4.24M
Net Calls
+$6.08M
Net Calls Change
+$2.85M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$228M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$192M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$185M
4
Invesco
Invesco
Georgia
$252M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$396M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$58M
3
CC
Covalis Capital
United Kingdom
$16.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.2M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
576
Fortitude Family Office
Arizona
$6.94K – – –
CFD
577
Creative Financial Designs
Indiana
$6.51K – – –
EC
578
EdgeRock Capital
Colorado
$6.22K +$6.22K +216 New
ZB
579
Zions Bancorporation
Utah
$6.19K -$1.64K -57 -21%
TFGT
580
TS Financial Group (TSFG)
Illinois
$6K – – –
CA
581
CoreCap Advisors
Michigan
$5.99K – – –
BIA
582
Bell Investment Advisors
California
$5.73K +$519 +18 +10%
S
583
Sachetta
Massachusetts
$5.53K +$1.76K +56 +47%
VNA
584
Valley National Advisers
Pennsylvania
$5K -$244 -10 -5%
AAP
585
Arax Advisory Partners
Colorado
$4.75K +$4.75K +165 New
RWMG
586
Redwood Wealth Management Group
New Jersey
$4.32K +$4.32K +150 New
VAG
587
VisionPoint Advisory Group
Texas
$4.29K +$432 +15 +11%
ST
588
Smithfield Trust
Pennsylvania
$4K – – –
GG
589
Gleason Group
Kentucky
$3.75K +$3.75K +130 New
VWM
590
Valley Wealth Managers
New Jersey
$3.75K +$3.75K +130 New
FNWA
591
Financial Network Wealth Advisors
Utah
$3.51K +$3.51K +116 New
M
592
MOTCO
Texas
$3.46K +$3.46K +120 New
GEA
593
Glen Eagle Advisors
New Jersey
$3.39K -$345 -12 -9%
MLA
594
MB, Levis & Associates
Pennsylvania
$3.23K +$29 +1 +0.9%
MCM
595
MV Capital Management
Maryland
$3.17K – – –
CPG
596
Cornerstone Planning Group
New Jersey
$3.08K +$30 +1 +1%
TSMHT
597
Thurston Springer Miller Herd & Titak
Indiana
$2.91K +$2.91K +101 New
SWM
598
Sugarloaf Wealth Management
Georgia
$2.77K – – –
IGWM
599
ICA Group Wealth Management
Colorado
$2.68K – – –
RAM
600
Riggs Asset Management
Pennsylvania
$2.48K – – –
22 23
24
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