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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
AA
676
Ancora Advisors
Ohio
$6.51K +$6.32K +176 +17,600%
SS
677
SBI Securities
Japan
$6.18K +$6.03K +168 New
WA
678
Whipplewood Advisors
Colorado
$6.07K +$5.92K +165 New
ST
679
Smithfield Trust
Pennsylvania
$5K
NS
680
NBC Securities
Alabama
$4.63K -$4.59M -127,748 -100%
FHA
681
First Horizon Advisors
Tennessee
$4.59K
GBT
682
Grove Bank & Trust
Florida
$4.45K +$2.12K +59 +95%
CWC
683
Carolinas Wealth Consulting
North Carolina
$4.38K +$1.33K +37 +45%
GEA
684
Glen Eagle Advisors
New Jersey
$4.32K
BCWM
685
Bartlett & Co Wealth Management
Ohio
$4.19K -$6.46K -180 -61%
MCM
686
MV Capital Management
Maryland
$4.19K
MLA
687
MB, Levis & Associates
Pennsylvania
$4.19K +$36 +1 +0.9%
DF
688
Dunhill Financial
United Kingdom
$3.83K +$754 +21 +25%
TCM
689
TD Capital Management
Tennessee
$3.67K +$3.59K +100 New
GSWM
690
Golden State Wealth Management
California
$3.38K +$3.3K +92 New
Q1WB
691
Quest 10 Wealth Builders
Virginia
$3.35K +$3.27K +91 New
RAM
692
Riggs Asset Management
Pennsylvania
$3.16K
AG
693
AmeriFlex Group
Nevada
$3.06K +$2.94K +82 New
CAL
694
Capital Advisors Ltd
Ohio
$3K
SO
695
Sierra Ocean
California
$2.94K +$2.87K +80 New
SSB
696
Sandy Spring Bank
Maryland
$2.87K
HCM
697
Hollencrest Capital Management
California
$2.76K
TH
698
TCTC Holdings
Texas
$2.72K
MSWM
699
Mowery & Schoenfeld Wealth Management
Illinois
$2.68K +$2.62K +73 New
WA
700
WPG Advisers
Maryland
$2.57K +$2.51K +70 New

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.