NiSource
636 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, 259 increasing their positions, 200 reducing their positions, and 54 closing their positions.
143% more call options, than puts
Call options by funds: $10.3M | Put options by funds: $4.24M
30% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 200
24% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 54
7% more capital invested
Capital invested by funds: $11.8B → $12.6B (+$858M)
2.69% more ownership
Funds ownership: 94.95% → 97.64% (+2.7%)
0% more funds holding
Funds holding: 634 → 636 (+2)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$178M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$82.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$74.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$68.2M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$58.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$76M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$54.3M |
| 3 |
CC
Covalis Capital
London,
United Kingdom
|
-$40.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.8M |
NI Hedge Fund Activity: Q2 2024 in Review
636 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2024, worth a combined $12.6B — up 7.3% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new NI positions and 54 closed out — a net gain of 13 holders — while 259 added to existing stakes and 200 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $178M. The largest seller was Morgan Stanley, cutting an estimated $76M.
- 636 institutional investors held NiSource (NI) as of Q2 2024, up from 634 in Q1 2024.
- Funds reported $12.6B of NiSource stock for Q2 2024, up 7.3% quarter-over-quarter.
- 67 funds opened new NiSource positions in Q2 2024 and 54 closed out, a net change of +13 holders.
- The largest NiSource buyer in Q2 2024 was JP Morgan Chase, an estimated $178M added.
- The largest NiSource seller in Q2 2024 was Morgan Stanley, an estimated $76M sold.
Based on aggregated 13F filings for Q2 2024.