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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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$18.1M +$219K +6,096 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
102
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.3M +$16.9M +471,648 New
Citigroup
103
Citigroup
New York
$17.2M +$1.67M +46,452 +11%
Prudential Financial
104
Prudential Financial
New Jersey
$17.2M -$4.62M -128,652 -22%
Canada Life
105
Canada Life
Manitoba, Canada
$16.7M -$2.3M -64,162 -12%
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
$16M +$481K +13,400 +3%
UOC
107
UBS O'Connor
Illinois
$16M +$15.6M +434,200 New
Raymond James Financial
108
Raymond James Financial
Florida
$15.5M +$15.2M +422,261 New
HAI
109
Hennessy Advisors Inc
California
$15.5M +$987K +27,500 +7%
MSRPS
110
Maryland State Retirement & Pension System
Maryland
$15.1M +$228K +6,348 +2%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M -$6.43K -179 -0%
GF
112
Gabelli Funds
New York
$14.4M
State Board of Administration of Florida Retirement System
113
State Board of Administration of Florida Retirement System
Florida
$14.2M
PCM
114
Polymer Capital Management
New York
$13.8M +$13.5M +375,000 New
Boston Partners
115
Boston Partners
Massachusetts
$13.5M -$528K -14,710 -4%
ONB
116
Old National Bancorp
Indiana
$13.3M +$546K +15,211 +4%
MAM
117
Magellan Asset Management
Australia
$13M -$1.84M -51,220 -13%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$12.7M +$3.56M +99,033 +40%
EIP
119
Energy Income Partners
Connecticut
$12.5M +$12.2M +340,490 New
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$12.2M -$126K -3,516 -1%
EAM
121
Eventide Asset Management
Massachusetts
$12.2M +$11.9M +331,555 New
CFIA
122
Cantor Fitzgerald Investment Advisors
New York
$12M +$110K +3,061 +0.9%
DS
123
DRW Securities
Illinois
$12M +$3.22M +89,766 +38%
LI
124
Leeward Investments
Massachusetts
$11.7M -$2.72M -75,756 -19%
GIM
125
Goelzer Investment Management
Indiana
$11.7M -$93.2K -2,597 -0.8%

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.