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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
9.71%
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 %
BFPW
701
BOK Financial Private Wealth
Colorado
$1.95K +$1.95K +53 New
SWA
702
SOA Wealth Advisors
New York
$1.76K +$37 +1 +2%
NC
703
NewSquare Capital
Pennsylvania
$1.73K +$1.73K +47 New
SIC
704
SJS Investment Consulting
Ohio
$1.47K -$257 -7 -15%
PWMG
705
Prestige Wealth Management Group
New Jersey
$1.36K – – –
FMP
706
Financial Management Professionals
Texas
$1.32K +$294 +8 +29%
FWM
707
FLP Wealth Management
Arkansas
$1.19K +$1.19K +32 New
AW
708
Avion Wealth
Texas
$1K +$438 +14 +78%
MEG
709
Millstone Evans Group
Colorado
$993 +$993 +27 New
TWD
710
True Wealth Design
Ohio
$956 +$110 +3 +13%
CSWM
711
Cassady Schiller Wealth Management
Ohio
$919 +$919 +25 New
PWA
712
Physician Wealth Advisors
Utah
$883 +$883 +24 New
CFO
713
CVA Family Office
Colorado
$882 +$882 +24 New
MAS
714
MPWM Advisory Solutions
Georgia
$845 +$845 +23 New
RWM
715
Ruedi Wealth Management
Illinois
$772 – – –
CPG
716
Cornerstone Planning Group
New Jersey
$764 – – –
WCM
717
WealthTrak Capital Management
Virginia
$736 +$736 +20 New
TFM
718
TFC Financial Management
Massachusetts
$705 – – –
CAWM
719
Capital A Wealth Management
Pennsylvania
$662 +$662 +18 New
PWA
720
Principia Wealth Advisory
Texas
$515 +$515 +14 New
KBFS
721
Kohmann Bosshard Financial Services
Ohio
$441 +$441 +12 New
GFPC
722
Global Financial Private Client
Florida
$404 +$404 +11 New
VWA
723
Valued Wealth Advisors
Utah
$331 – – –
PWM
724
Parkworth Wealth Management
California
$331 +$331 +9 New
PWMG
725
Private Wealth Management Group
New Jersey
$184 +$184 +5 New
27 28
29
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