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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
DPW
701
DiNuzzo Private Wealth
Pennsylvania
$2.1K +$108 +3 +6%
AGWCA
702
Annis Gardner Whiting Capital Advisors
Florida
$2.06K +$2.01K +56 New
GJIA
703
Glass Jacobson Investment Advisors
Maryland
$2.06K +$2.01K +56 New
GKIM
704
GW&K Investment Management
Massachusetts
$2K
BFPW
705
BOK Financial Private Wealth
Colorado
$1.95K +$1.9K +53 New
SWA
706
SOA Wealth Advisors
New York
$1.76K +$36 +1 +2%
NC
707
NewSquare Capital
Pennsylvania
$1.73K +$1.69K +47 New
SIC
708
SJS Investment Consulting
Ohio
$1.47K -$251 -7 -15%
PWMG
709
Prestige Wealth Management Group
New Jersey
$1.36K
FMP
710
Financial Management Professionals
Texas
$1.32K +$287 +8 +29%
FWM
711
FLP Wealth Management
Arkansas
$1.19K +$1.15K +32 New
AW
712
Avion Wealth
Texas
$1K +$503 +14 +78%
MEG
713
Millstone Evans Group
Colorado
$993 +$969 +27 New
TWD
714
True Wealth Design
Ohio
$956 +$108 +3 +13%
CSWM
715
Cassady Schiller Wealth Management
Ohio
$919 +$898 +25 New
PWA
716
Physician Wealth Advisors
Utah
$883 +$862 +24 New
CFO
717
CVA Family Office
Colorado
$882 +$862 +24 New
MAS
718
MPWM Advisory Solutions
Georgia
$845 +$826 +23 New
RWM
719
Ruedi Wealth Management
Illinois
$772
CPG
720
Cornerstone Planning Group
New Jersey
$764
WCM
721
WealthTrak Capital Management
Virginia
$736 +$718 +20 New
TFM
722
TFC Financial Management
Massachusetts
$705
CAWM
723
Capital A Wealth Management
Pennsylvania
$662 +$646 +18 New
PWA
724
Principia Wealth Advisory
Texas
$515 +$503 +14 New
KBFS
725
Kohmann Bosshard Financial Services
Ohio
$441 +$431 +12 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.