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NiSource
NI

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: 684 → 734 (+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: 9 → 7 (-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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$215M
2
Capital International Investors
Capital International Investors
California
+$215M
3
Invesco
Invesco
Georgia
+$97.5M
4
BlackRock
BlackRock
New York
+$92.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$88.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$225M
2
Citadel Advisors
Citadel Advisors
Florida
-$120M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$111M
4
ECM
ExodusPoint Capital Management
New York
-$88.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
726
Global Financial Private Client
Florida
$404 +$395 +11 New
VWA
727
Valued Wealth Advisors
Utah
$331 – – –
PWM
728
Parkworth Wealth Management
California
$331 +$323 +9 New
PWMG
729
Private Wealth Management Group
New Jersey
$184 +$180 +5 New
SMAM
730
Sugar Maple Asset Management
Wisconsin
$184 +$180 +5 New
CAM
731
Chesapeake Asset Management
New York
$183 – – –
HNW
732
High Note Wealth
Minnesota
$147 +$144 +4 New
CIA
733
Cape Investment Advisory
Georgia
$110 +$108 +3 New
EBA
734
Eagle Bay Advisors
New York
$29 – – –
CJ
735
Caitlin John
Michigan
$4 – – –
AT
736
AMF Tjänstepension
Sweden
– -$26.5M -765,557 Closed
GCM
737
Greenland Capital Management
New York
– -$7.26M -209,541 Closed
BA
738
Bridgewater Associates
Connecticut
– -$7.18M -207,121 Closed
DRP
739
Decade Renewable Partners
Texas
– -$4.95M -142,784 Closed
TCM
740
Teza Capital Management
Illinois
– -$4.28M -123,386 Closed
Marshall Wace
741
Marshall Wace
United Kingdom
– -$3.34M -96,251 Closed
AI
742
Atom Investors
Texas
– -$2.67M -77,190 Closed
USCWA
743
U.S. Capital Wealth Advisors
Texas
– -$2.48M -71,705 Closed
PAM
744
Paradigm Asset Management
New York
– -$2.33M -67,200 Closed
BOSSRA
745
B.O.S.S. Retirement Advisors
Utah
– -$2.23M -64,345 Closed
IFU
746
iSAM Funds (UK)
United Kingdom
– -$1.96M -56,473 Closed
YIH
747
Y-Intercept (HK)
Hong Kong
– -$1.63M -47,085 Closed
BHCM
748
Brevan Howard Capital Management
Jersey
– -$1.49M -43,098 Closed
IAIM
749
International Assets Investment Management
Florida
– -$892 -30,908 Closed
Axa
750
Axa
France
– -$937K -27,049 Closed
28 29
30
31 32

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.