NiSource
582 hedge funds and large institutions have $9.69B invested in NiSource in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 191 reducing their positions, and 46 closing their positions.
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
13% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 191
3% more funds holding
Funds holding: 565 → 582 (+17)
0.45% more ownership
Funds ownership: 94.56% → 95.01% (+0.45%)
9% less capital invested
Capital invested by funds: $10.7B → $9.69B (-$999M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
91% less call options, than puts
Call options by funds: $7.07M | Put options by funds: $82.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$122M |
| 2 |
ECM
ExodusPoint Capital Management
New York
|
+$81.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$74.3M |
| 4 |
Cohen & Steers
New York
|
+$70.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$117M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$110M |
| 3 |
Barclays
London,
United Kingdom
|
-$96.4M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$77M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$55.1M |
NI Hedge Fund Activity: Q3 2023 in Review
582 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2023, worth a combined $9.69B — down 9.3% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new NI positions and 46 closed out — a net gain of 22 holders — while 215 added to existing stakes and 191 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $122M. The largest seller was Millennium Management, cutting an estimated $117M.
- 582 institutional investors held NiSource (NI) as of Q3 2023, up from 565 in Q2 2023.
- Funds reported $9.69B of NiSource stock for Q3 2023, down 9.3% quarter-over-quarter.
- 68 funds opened new NiSource positions in Q3 2023 and 46 closed out, a net change of +22 holders.
- The largest NiSource buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $122M added.
- The largest NiSource seller in Q3 2023 was Millennium Management, an estimated $117M sold.
Based on aggregated 13F filings for Q3 2023.