NiSource
634 hedge funds and large institutions have $11.8B invested in NiSource in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 255 increasing their positions, 191 reducing their positions, and 49 closing their positions.
94% more call options, than puts
Call options by funds: $6.68M | Put options by funds: $3.45M
69% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 49
34% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 191
6% more capital invested
Capital invested by funds: $11.1B → $11.8B (+$693M)
4% more funds holding
Funds holding: 609 → 634 (+25)
1.82% more ownership
Funds ownership: 93.13% → 94.95% (+1.8%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$307M |
| 2 |
ZP
Zimmer Partners
New York
|
+$139M |
| 3 |
Cohen & Steers
New York
|
+$70.9M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$69.9M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$183M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$100M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$71.3M |
| 4 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$59.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$48.8M |
NI Hedge Fund Activity: Q1 2024 in Review
634 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2024, worth a combined $11.8B — up 6.3% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new NI positions and 49 closed out — a net gain of 34 holders — while 255 added to existing stakes and 191 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $307M. The largest seller was Morgan Stanley, cutting an estimated $183M.
- 634 institutional investors held NiSource (NI) as of Q1 2024, up from 609 in Q4 2023.
- Funds reported $11.8B of NiSource stock for Q1 2024, up 6.3% quarter-over-quarter.
- 83 funds opened new NiSource positions in Q1 2024 and 49 closed out, a net change of +34 holders.
- The largest NiSource buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $307M added.
- The largest NiSource seller in Q1 2024 was Morgan Stanley, an estimated $183M sold.
Based on aggregated 13F filings for Q1 2024.