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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
SCM
126
Sterling Capital Management
North Carolina
$11.7M -$8.96M -249,526 -44%
SIA
127
Sit Investment Associates
Minnesota
$11.6M -$764K -21,280 -6%
Asset Management One
128
Asset Management One
Japan
$11.6M +$5.15M +143,352 +84%
BCM
129
Brookstone Capital Management
Illinois
$11.5M -$737K -20,534 -6%
DZ Bank
130
DZ Bank
Germany
$11.1M +$4.56M +126,911 +72%
ZP
131
Zimmer Partners
New York
$11.1M -$225M -6,269,590 -95%
MHI
132
Miller Howard Investments
New York
$10.8M +$348K +9,702 +3%
PMAM
133
Picton Mahoney Asset Management
Ontario, Canada
$10.8M +$3.14M +87,423 +43%
JG
134
Jain Global
New York
$10.7M +$10.4M +291,022 New
CM
135
Crestline Management
Texas
$10.4M -$5.89M -164,092 -37%
Korea Investment Corp
136
Korea Investment Corp
South Korea
$10.4M -$697K -19,400 -6%
VanEck Associates
137
VanEck Associates
New York
$9.9M -$447K -12,445 -4%
Universal-Beteiligungs- und Servicegesellschaft
138
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.84M +$9.61M +267,744 New
VCM
139
Vennlight Capital Management
Connecticut
$9.63M +$9.41M +262,000 New
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$9.42M +$2.1M +58,471 +30%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$9.27M -$3.12M -86,887 -26%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$9M +$161K +4,474 +2%
FCBT
143
First Citizens Bank & Trust
North Carolina
$8.63M -$407K -11,345 -5%
EP
144
Edgestream Partners
New Jersey
$8.61M +$8.41M +234,150 New
FFM
145
Fisher Funds Management
New Zealand
$8.5M +$8.32M +231,813 New
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$8.46M -$521K -14,513 -6%
Stifel Financial
147
Stifel Financial
Missouri
$8.36M -$321K -8,932 -4%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$8.29M +$1.38M +38,557 +21%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$8.26M +$908K +25,294 +13%
SLAM
150
Swiss Life Asset Management
$8.18M +$3.99M +111,004 +99%

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.