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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 %
FHA
601
First Horizon Advisors
Tennessee
$2.37K -$923 -32 -28%
WAS
602
Winch Advisory Services
Wisconsin
$2.28K +$29 +1 +1%
HCM
603
Hollencrest Capital Management
California
$2.16K – – –
TH
604
TCTC Holdings
Texas
$2.13K – – –
CWC
605
Carolinas Wealth Consulting
North Carolina
$2.08K +$634 +22 +44%
ADL
606
Asset Dedication LLC
California
$2.08K +$2.08K +72 New
CAL
607
Capital Advisors Ltd
Ohio
$2K – – –
OWA
608
Opal Wealth Advisors
New York
$1.82K +$1.82K +63 New
DPW
609
DiNuzzo Private Wealth
Pennsylvania
$1.53K +$230 +8 +18%
TWP
610
Triad Wealth Partners
Kansas
$1.44K +$1.44K +50 New
SWA
611
SOA Wealth Advisors
New York
$1.36K – – –
SIC
612
SJS Investment Consulting
Ohio
$1.36K +$144 +5 +12%
IC
613
Innealta Capital
Texas
$1.35K +$1.35K +47 New
AFWM
614
Abich Financial Wealth Management
Virginia
$1.24K +$1.24K +43 New
DF
615
Dunhill Financial
United Kingdom
$1.15K +$231 +8 +25%
PWMG
616
Prestige Wealth Management Group
New Jersey
$1.07K – – –
FMP
617
Financial Management Professionals
Texas
$1K -$1.29K -36 -56%
LFG
618
Larson Financial Group
Missouri
$980 +$58 +2 +6%
AF
619
Advisornet Financial
Minnesota
$835 – – –
RWM
620
Ruedi Wealth Management
Illinois
$778 +$173 +6 +29%
TWD
621
True Wealth Design
Ohio
$577 +$87 +3 +18%
TFM
622
TFC Financial Management
Massachusetts
$553 – – –
ECM
623
Everence Capital Management
Indiana
$531 – – –
CAM
624
ClariVest Asset Management
California
$464 – – –
UWS
625
Unique Wealth Strategies
Illinois
$415 +$415 +15 New
23 24
25
26 27