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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 %
BAM
601
Belpointe Asset Management
Nevada
– -$215K -7,701 Closed
CG
602
Caprock Group
Idaho
– -$211K -7,530 Closed
SFS
603
Sowell Financial Services
Arkansas
– -$205K -7,334 Closed
ARMT
604
Amica Retiree Medical Trust
Rhode Island
– -$155K -5,544 Closed
TWA
605
TCI Wealth Advisors
Arizona
– -$145K -5,170 Closed
AAS
606
Ameritas Advisory Services
Nebraska
– -$112K -3,940 Closed
FCA
607
Fortis Capital Advisors
Kansas
– -$105K -3,743 Closed
AWM
608
Accel Wealth Management
Iowa
– -$92.7K -3,315 Closed
TCWA
609
Ten Capital Wealth Advisors
Washington
– -$62.4K -2,231 Closed
VIA
610
Virtus Investment Advisers
Connecticut
– -$59.1K -2,113 Closed
Walleye Trading
611
Walleye Trading
New York
– -$42.9K -1,533 Closed
AA
612
Ancora Advisors
Ohio
– -$40.9K -1,464 Closed
UAML
613
US Asset Management LLC
Pennsylvania
– -$38K -1,374 Closed
IAIM
614
Industrial Alliance Investment Management
Quebec, Canada
– -$36K -1,288 Closed
Group One Trading
615
Group One Trading
Illinois
– -$27.3K -977 Closed
NHT
616
New Hampshire Trust
New Hampshire
– -$21.5K -769 Closed
SSC
617
Syverson Strege & Co
Iowa
– -$17.6K -630 Closed
ATC
618
Adirondack Trust Company
New York
– -$14K -500 Closed
IWP
619
IAG Wealth Partners
Wisconsin
– -$12.4K -444 Closed
ONST
620
Old North State Trust
North Carolina
– -$7K -246 Closed
TCCM
621
Timber Creek Capital Management
Massachusetts
– -$5.45K -195 Closed
SFG
622
Steward Financial Group
Texas
– -$4K -171 Closed
CAC
623
Core Alternative Capital
Georgia
– -$2.6K -93 Closed
EC
624
Elequin Capital
New York
– -$2.43K -87 Closed
SC
625
Schubert & Co
Texas
– -$2.32K -83 Closed
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