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NiSource
NI

Overview Fund Activity

605 hedge funds and large institutions have $11.1B invested in NiSource in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 226 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
605
Holders Change
+26
Holders Change %
+4.49%
% of All Funds
8.87%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
97
Increased
226
Reduced
200
Closed
59
Calls
$26.3M
Puts
$48.3M
Net Calls
-$22M
Net Calls Change
+$53M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$387M
2
ECM
ExodusPoint Capital Management
New York
$221M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$149M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
$218M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$345M

Top Sellers

1
Barclays
Barclays
United Kingdom
$48.3M
2
Jennison Associates
Jennison Associates
New York
$274M
3
Invesco
Invesco
Georgia
$146M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$7.85M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$9.54M +$70K +2,637 +0.7%
MHI
127
Miller Howard Investments
New York
$9.14M -$768K -28,915 -8%
FFB
128
First Financial Bankshares
Texas
$8.86M +$8.86M +333,772 New
RC
129
RBO & Co
California
$8.62M -$380K -14,308 -4%
First Trust Advisors
130
First Trust Advisors
Illinois
$8.52M -$126K -4,744 -1%
GIM
131
Goelzer Investment Management
Indiana
$8.48M +$4.06M +152,901 +92%
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
$8.24M +$6.36M +239,392 +338%
FRAF
133
Första AP-fonden
Sweden
$7.93M +$2.77M +104,300 +54%
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$7.85M -$68.2M -2,519,664 -90%
New York State Common Retirement Fund
135
New York State Common Retirement Fund
New York
$7.05M -$1.23M -46,193 -15%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$6.99M -$884K -33,313 -11%
BPGAM
137
BTG Pactual Global Asset Management
Bermuda
$6.78M +$3.91M +147,211 +136%
WC
138
Wexford Capital
Florida
$6.69M +$6.4M +241,159 +2,192%
Calamos Advisors
139
Calamos Advisors
Illinois
$6.33M -$82.8K -3,117 -1%
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$6.29M +$961K +36,202 +18%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$6.22M -$4.52M -170,304 -42%
LPL Financial
142
LPL Financial
California
$6.15M +$814K +30,649 +15%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$6.14M -$23.7K -894 -0.4%
Stifel Financial
144
Stifel Financial
Missouri
$6.02M +$544K +20,479 +10%
SFA
145
Sequoia Financial Advisors
Ohio
$5.94M -$5.5K -207 -0.1%
EFH
146
Eaton Financial Holdings
Florida
$5.9M -$375K -14,106 -6%
TC
147
TwinBeech Capital
New York
$5.85M +$2.67M +100,471 +84%
BL
148
BFSG LLC
California
$5.7M +$5.7M +214,524 New
Aberdeen Group
149
Aberdeen Group
United Kingdom
$5.67M +$3.06M +115,146 +117%
Osaic Holdings
150
Osaic Holdings
Arizona
$5.63M +$1.14M +43,080 +26%
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