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NiSource

734 hedge funds and large institutions have $16.5B invested in NiSource in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 273 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $12M | Put options by funds: $2.1M

100% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 59

18% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 231

7% more funds holding

Funds holding: 684734 (+50)

7% more capital invested

Capital invested by funds: $15.4B → $16.5B (+$1.11B)

2.91% less ownership

Funds ownership: 99.06%96.15% (-2.9%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
734
Holders Change
+50
Holders Change %
+7.31%
% of All Funds
9.67%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
118
Increased
273
Reduced
231
Closed
59
Calls
$12M
Puts
$2.1M
Net Calls
+$9.92M
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Crewe Advisors
Utah
$12.3K -$28.3K -787 -70%
WB
652
Webster Bank
Connecticut
$12.1K
GFM
653
GF Fund Management
China
$10.9K +$10.6K +296 New
STB
654
S&T Bank
Pennsylvania
$10.8K +$10.6K +295 New
AWM
655
Avior Wealth Management
Nebraska
$10.5K +$826 +23 +9%
PP
656
Pingora Partners
Wyoming
$10.3K
CFD
657
Creative Financial Designs
Indiana
$10.1K
CMP
658
Coston McIsaac & Partners
Maine
$10K
FGA
659
Fortis Group Advisors
New Jersey
$9.43K
FMII
660
Farmers & Merchants Investments Inc
Nebraska
$9.19K
NSIM
661
North Star Investment Management
Illinois
$9.19K
JFA
662
JNBA Financial Advisors
Minnesota
$8.97K
FFO
663
Fortitude Family Office
Arizona
$8.86K
OP
664
ORG Partners
Indiana
$8.31K +$8.11K +226 New
RCM
665
Raleigh Capital Management
North Carolina
$7.56K +$6.18K +172 +506%
PSFG
666
Park Square Financial Group
Georgia
$7.54K +$7.36K +205 New
PB
667
Pinnacle Bancorp
Nebraska
$7.5K -$3.48K -97 -32%
DIP
668
DT Investment Partners
Pennsylvania
$7.28K
DWM
669
Darwin Wealth Management
Florida
$7.08K -$6.57K -183 -49%
TFGT
670
TS Financial Group (TSFG)
Illinois
$7K
S
671
Sachetta
Massachusetts
$6.95K +$467 +13 +7%
ZB
672
Zions Bancorporation
Utah
$6.87K
BAM
673
Bellevue Asset Management
Washington
$6.73K +$6.57K +183 New
BIA
674
Bell Investment Advisors
California
$6.65K
FWM
675
FSA Wealth Management
Massachusetts
$6.65K

NI Hedge Fund Activity: Q4 2024 in Review

734 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q4 2024, worth a combined $16.5B — up 7.2% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new NI positions and 59 closed out — a net gain of 59 holders — while 273 added to existing stakes and 231 trimmed.

The largest buyer was Millennium Management, adding an estimated $215M. The largest seller was Zimmer Partners, cutting an estimated $225M.

  • 734 institutional investors held NiSource (NI) as of Q4 2024, up from 684 in Q3 2024.
  • Funds reported $16.5B of NiSource stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 118 funds opened new NiSource positions in Q4 2024 and 59 closed out, a net change of +59 holders.
  • The largest NiSource buyer in Q4 2024 was Millennium Management, an estimated $215M added.
  • The largest NiSource seller in Q4 2024 was Zimmer Partners, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2024.