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NiSource
NI

Overview Fund Activity

633 hedge funds and large institutions have $12.6B invested in NiSource in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 258 increasing their positions, 199 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
9.21%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
67
Increased
258
Reduced
199
Closed
53
Calls
$10.3M
Puts
$4.24M
Net Calls
+$6.08M
Net Calls Change
+$2.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$228M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$185M
4
Invesco
4
Invesco
Georgia
$252M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$396M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$58M
3
CC
3
Covalis Capital
United Kingdom
$16.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$18.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
76
SEI Investments
Pennsylvania
$24.4M +$1.48M +51,275 +6%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$23.9M +$23.4M +813,770 +5,767%
ETC
78
Exchange Traded Concepts
Oklahoma
$22.7M +$2.76M +95,856 +14%
Two Sigma Investments
79
Two Sigma Investments
New York
$22.5M +$9.27M +321,616 +70%
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$22.2M +$7.54M +261,706 +51%
ATN
81
AMF Tjänstepension
Sweden
$22.1M +$22.1M +765,557 New
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$21.7M +$1.05M +36,466 +5%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$21.5M +$8.62M +299,043 +67%
Macquarie Group
84
Macquarie Group
Australia
$20.1M -$13.9M -483,405 -41%
AllianceBernstein
85
AllianceBernstein
Tennessee
$18.7M +$831K +28,832 +5%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$18.6M -$24.6M -853,625 -57%
Truist Financial
87
Truist Financial
North Carolina
$18.3M -$4.53M -157,082 -20%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$18.2M -$33.1M -1,149,845 -65%
GT
89
Glenmede Trust
Pennsylvania
$17.8M -$2.71M -93,994 -13%
AWM
90
AE Wealth Management
Kansas
$17.5M +$939K +32,609 +6%
Russell Investments Group
91
Russell Investments Group
United Kingdom
$17.3M -$1.38M -47,799 -7%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$17.1M -$184K -6,403 -1%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$16.7M +$116K +4,032 +0.7%
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$16.6M +$1.74M +60,305 +12%
CC
95
Covalis Capital
United Kingdom
$16.6M -$41.2M -1,429,386 -71%
Fidelity International
96
Fidelity International
Bermuda
$16M +$16M +554,890 New
GCM
97
Greenland Capital Management
New York
$15.8M +$1.72M +59,629 +12%
CM
98
Crestline Management
Texas
$15.6M -$5.85M -202,892 -27%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$15.5M -$371K -12,890 -2%
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$15.4M +$1.3M +45,258 +9%
2 3
4
5 6