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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
JIP
776
Jaffetilchin Investment Partners
Florida
-$76.7K -2,214 Closed
Loomis, Sayles & Company
777
Loomis, Sayles & Company
Massachusetts
-$59K -1,716 Closed
FF
778
Friedenthal Financial
New Jersey
-$50.1K -1,445 Closed
GSEP
779
Golden State Equity Partners
California
-$35.2K -1,016 Closed
CPA
780
Capital Performance Advisors
California
-$33.3K -962 Closed
AA
781
AlphaMark Advisors
Kentucky
-$24K -700 Closed
HFS
782
Hantz Financial Services
Michigan
-$21K -620 Closed
HGERS
783
Householder Group Estate & Retirement Specialist
Arizona
-$12K -355 Closed
OC
784
Oarsman Capital
Wisconsin
-$10.1K -292 Closed
UCI
785
Uncommon Cents Investing
Wisconsin
-$9.25K -267 Closed
PHK
786
Point72 Hong Kong
Hong Kong
-$8.05K -232 Closed
ATS
787
Ashton Thomas Securities
New York
-$7.9K -228 Closed
SS
788
Sunbelt Securities
Texas
-$3.81K -110 Closed
CAS
789
Coppell Advisory Solutions
Texas
-$1.24K -36 Closed
A
790
AlphaQuest
New York
-$832 -24 Closed
FAM
791
Flaharty Asset Management
Florida
-$693 -20 Closed
CA
792
Claris Advisors
Missouri
-$416 -12 Closed
WA
793
WestEnd Advisors
North Carolina
-$208 -6 Closed
MFG
794
Mendota Financial Group
Wisconsin
-$139 -4 Closed

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.