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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 %
CIM
601
Contravisory Investment Management
Massachusetts
– -$392K -14,305 Closed
UCFA
602
United Capital Financial Advisors
Texas
– -$386K -14,070 Closed
TSS
603
Two Sigma Securities
New York
– -$358K -13,056 Closed
VF
604
Virtu Financial
New York
– -$324K -11,799 Closed
KAS
605
Kestra Advisory Services
Texas
– -$323K -11,770 Closed
Massachusetts Financial Services
606
Massachusetts Financial Services
Massachusetts
– -$301K -10,970 Closed
RFO
607
RiverGlades Family Offices
Florida
– -$263K -9,600 Closed
CCM
608
CTC Capital Management
Illinois
– -$236K -8,600 Closed
PFM
609
Patton Fund Management
Texas
– -$210K -7,665 Closed
KIA
610
Kraematon Investment Advisors
Massachusetts
– -$150K -5,463 Closed
CCA
611
Column Capital Advisors
Indiana
– -$79.5K -2,900 Closed
USCWA
612
U.S. Capital Wealth Advisors
Texas
– -$45.5K -1,658 Closed
MCC
613
Money Concepts Capital
Florida
– -$44.6K -1,628 Closed
HNWAG
614
High Net Worth Advisory Group
Florida
– -$34.7K -1,266 Closed
RBC
615
Romano Brothers & Co
Illinois
– -$31.3K -1,141 Closed
CJL
616
Cyrus J. Lawrence
New York
– -$27K -967 Closed
FCB
617
First Command Bank
Texas
– -$23K -832 Closed
FCFS
618
First Command Financial Services
Texas
– -$23K -832 Closed
OWA
619
One Wealth Advisors
California
– -$15.8K -576 Closed
AWM
620
Accurate Wealth Management
Florida
– -$15.7K -570 Closed
MUMSS
621
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$13K -490 Closed
FA
622
Fiduciary Alliance
South Carolina
– -$8.2K -299 Closed
WOSD
623
WFA of San Diego
California
– -$4.94K -180 Closed
CFFP
624
Center for Financial Planning
Michigan
– -$4.47K -163 Closed
CS
625
Comerica Securities
Michigan
– -$3.81K -139 Closed
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