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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
CRM
76
Cramer Rosenthal McGlynn
Connecticut
$32.3M +$317K +8,836 +1%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$31.3M -$212K -5,906 -0.7%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$30.7M +$8.66M +241,224 +41%
Macquarie Group
79
Macquarie Group
Australia
$28.8M +$5.24M +145,911 +22%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$28.8M +$3.94M +109,782 +16%
Wells Fargo
81
Wells Fargo
California
$28.5M +$2.78M +77,484 +11%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$27.9M -$1.31M -36,602 -5%
YCM
83
Yaupon Capital Management
New York
$27.8M -$2.42M -67,316 -8%
HHAM
84
HITE Hedge Asset Management
Massachusetts
$27.4M -$519K -14,467 -2%
SEI Investments
85
SEI Investments
Pennsylvania
$27.2M -$4.02M -111,927 -13%
ETC
86
Exchange Traded Concepts
Oklahoma
$27M +$776K +21,612 +3%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$26.9M -$493K -13,732 -2%
AllianceBernstein
88
AllianceBernstein
Tennessee
$26.6M +$5.7M +158,675 +28%
National Pension Service
89
National Pension Service
South Korea
$24.6M +$24.1M +670,341 New
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$23.6M +$23.1M +642,783 New
AWM
91
AE Wealth Management
Kansas
$23.6M +$1.22M +34,064 +6%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$22M +$463K +12,885 +2%
AIM
93
Artemis Investment Management
United Kingdom
$21.8M +$21.3M +593,875 New
TNB
94
Thomasville National Bank
Georgia
$20.9M +$588K +16,364 +3%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$20.5M -$156K -4,346 -0.8%
BPWM
96
Badgley Phelps Wealth Managers
Washington
$20.2M +$611K +17,011 +3%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$19.7M -$786K -21,881 -4%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$19.5M -$9.08M -252,850 -32%
GC
99
Guggenheim Capital
Illinois
$19.3M +$680K +18,942 +4%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$19.2M -$428K -11,924 -2%

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.