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NiSource
NI

Overview Fund Activity

729 hedge funds and large institutions have $16.5B invested in NiSource in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 269 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+51
Holders Change %
+7.52%
% of All Funds
9.7%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
119
Increased
269
Reduced
231
Closed
59
Calls
$12M
Puts
$2.1M
Net Calls
+$9.92M
Net Calls Change
-$26K

Top Buyers

1
Millennium Management
Millennium Management
New York
$340M
2
Capital International Investors
Capital International Investors
California
$220M
3
Invesco
Invesco
Georgia
$301M
4
BlackRock
BlackRock
New York
$1.84B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B

Top Sellers

1
ZP
Zimmer Partners
New York
$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
$78M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$74.7M
4
ECM
ExodusPoint Capital Management
New York
$125M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
676
NBC Securities
Alabama
$4.63K -$4.73M -127,748 -100%
FHA
677
First Horizon Advisors
Tennessee
$4.59K – – –
GBT
678
Grove Bank & Trust
Florida
$4.45K +$2.17K +59 +95%
CWC
679
Carolinas Wealth Consulting
North Carolina
$4.38K +$1.36K +37 +45%
GEA
680
Glen Eagle Advisors
New Jersey
$4.32K – – –
BCWM
681
Bartlett & Co Wealth Management
Ohio
$4.19K -$6.62K -180 -61%
MCM
682
MV Capital Management
Maryland
$4.19K – – –
MLA
683
MB, Levis & Associates
Pennsylvania
$4.19K +$37 +1 +0.9%
DF
684
Dunhill Financial
United Kingdom
$3.83K +$773 +21 +25%
TCM
685
TD Capital Management
Tennessee
$3.67K +$3.67K +100 New
GSWM
686
Golden State Wealth Management
California
$3.38K +$3.38K +92 New
Q1WB
687
Quest 10 Wealth Builders
Virginia
$3.35K +$3.35K +91 New
RAM
688
Riggs Asset Management
Pennsylvania
$3.16K – – –
AG
689
AmeriFlex Group
Nevada
$3.06K +$3.06K +82 New
CAL
690
Capital Advisors Ltd
Ohio
$3K – – –
SO
691
Sierra Ocean
California
$2.94K +$2.94K +80 New
SSB
692
Sandy Spring Bank
Maryland
$2.87K – – –
HCM
693
Hollencrest Capital Management
California
$2.76K – – –
TH
694
TCTC Holdings
Texas
$2.72K – – –
MSWM
695
Mowery & Schoenfeld Wealth Management
Illinois
$2.68K +$2.68K +73 New
WA
696
WPG Advisers
Maryland
$2.57K +$2.57K +70 New
DPW
697
DiNuzzo Private Wealth
Pennsylvania
$2.1K +$110 +3 +6%
GJIA
698
Glass Jacobson Investment Advisors
Maryland
$2.06K +$2.06K +56 New
AGWCA
699
Annis Gardner Whiting Capital Advisors
Florida
$2.06K +$2.06K +56 New
GKIM
700
GW&K Investment Management
Massachusetts
$2K – – –
26 27
28
29 30