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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
TG
51
TCW Group
California
$62.6M +$6.6M +183,701 +12%
Barclays
52
Barclays
United Kingdom
$61.2M +$11.2M +312,943 +23%
Ameriprise
53
Ameriprise
Minnesota
$59.7M -$1.45M -40,391 -2%
Victory Capital Management
54
Victory Capital Management
Texas
$55.6M -$8.26M -230,033 -13%
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$53.2M +$17.7M +492,695 +52%
CIMLRA
56
CBRE Investment Management Listed Real Assets
Pennsylvania
$49.7M +$8.04K +224 +0%
Fidelity International
57
Fidelity International
Bermuda
$49.4M -$4.74M -132,000 -9%
VDI
58
Vaughan David Investments
Illinois
$48.9M +$405K +11,270 +0.9%
Hudson Bay Capital Management
59
Hudson Bay Capital Management
Connecticut
$48.2M -$4.28M -119,257 -8%
MIM
60
Merewether Investment Management
Texas
$47.4M +$46.3M +1,289,157 New
BG
61
Bahl & Gaynor
Ohio
$46.7M +$4.87M +135,770 +12%
Swiss National Bank
62
Swiss National Bank
Switzerland
$46.6M -$2.27M -63,200 -5%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$43.6M +$9.24M +257,282 +28%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43M -$5.46M -152,164 -12%
SO
65
STRS Ohio
Ohio
$39.7M -$5.87M -163,419 -13%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$38M +$1.21M +33,671 +3%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$37.8M +$1.32M +36,676 +4%
FFB
68
First Financial Bankshares
Texas
$36.7M -$154K -4,298 -0.4%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$36.7M -$10.4M -289,588 -22%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$35.6M +$9.91M +275,949 +40%
CII
71
Capital International Inc
California
$34.6M +$33.8M +941,577 New
AQR Capital Management
72
AQR Capital Management
Connecticut
$33.3M -$14M -390,509 -30%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$32.6M -$145K -4,037 -0.5%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$32.6M +$110K +3,062 +0.3%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$32.5M +$1.14M +31,752 +4%

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.