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NiSource
NI

Overview Fund Activity

630 hedge funds and large institutions have $11.8B invested in NiSource in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 255 increasing their positions, 190 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+25
Holders Change %
+4.13%
% of All Funds
9.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
82
Increased
255
Reduced
190
Closed
48
Calls
$6.69M
Puts
$3.45M
Net Calls
+$3.23M
Net Calls Change
+$25.3M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$323M
2
ZP
Zimmer Partners
New York
$246M
3
Cohen & Steers
Cohen & Steers
New York
$276M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$95.8M
5
First Trust Advisors
First Trust Advisors
Illinois
$68.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$210M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$49.3M
3
Citadel Advisors
Citadel Advisors
Florida
$58.3M
4
HHAM
HITE Hedge Asset Management
Massachusetts
$45.6M
5
Franklin Resources
Franklin Resources
California
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$14.1M -$602K -21,781 -4%
BPWM
102
Badgley Phelps Wealth Managers
Washington
$13.6M +$3.42M +123,494 +34%
GCM
103
Greenland Capital Management
New York
$13.6M -$658K -23,797 -5%
GC
104
Guggenheim Capital
Illinois
$13.5M +$1.31M +47,458 +11%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$13M +$16.5K +597 +0.1%
Mackenzie Financial
106
Mackenzie Financial
Ontario, Canada
$12.8M -$2.13M -77,072 -14%
Two Sigma Investments
107
Two Sigma Investments
New York
$12.7M +$11.4M +411,632 +844%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$12.4M -$897K -32,484 -7%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$12.4M +$1.58M +57,098 +15%
Canada Life
110
Canada Life
Manitoba, Canada
$12.1M +$804K +29,055 +7%
HAI
111
Hennessy Advisors Inc
California
$12.1M +$404K +14,600 +3%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$12.1M +$435K +15,733 +4%
Boston Partners
113
Boston Partners
Massachusetts
$11.5M -$1.19M -43,158 -9%
BBL
114
Beck Bode LLC
Massachusetts
$11.5M +$920K +33,273 +9%
SCM
115
SIR Capital Management
New York
$11.2M +$11.2M +404,500 New
RJA
116
Raymond James & Associates
Florida
$11.1M +$371K +13,421 +3%
State Board of Administration of Florida Retirement System
117
State Board of Administration of Florida Retirement System
Florida
$11M +$253K +9,039 +2%
GF
118
Gabelli Funds
New York
$10.9M – – –
CS
119
Credit Suisse
Switzerland
$10.7M -$1.2M -43,488 -10%
MAM
120
Magellan Asset Management
Australia
$10.5M +$507K +18,326 +5%
MSRPS
121
Maryland State Retirement & Pension System
Maryland
$10.3M +$152K +5,660 +1%
American Century Companies
122
American Century Companies
Missouri
$10.1M -$782K -28,288 -7%
Lazard Asset Management
123
Lazard Asset Management
New York
$10M -$798K -28,865 -7%
SIA
124
Sit Investment Associates
Minnesota
$9.76M -$194K -7,030 -2%
BCM
125
Brookstone Capital Management
Illinois
$9.69M +$9.69M +350,185 New
3 4
5
6 7