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NiSource

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
Aberdeen Group
151
Aberdeen Group
United Kingdom
$8.08M +$312K +8,690 +4%
Calamos Advisors
152
Calamos Advisors
Illinois
$8.06M
New York State Common Retirement Fund
153
New York State Common Retirement Fund
New York
$7.99M -$233K -6,500 -3%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$7.83M -$1.05M -29,327 -12%
BFS
155
Bradley Foster & Sargent
Connecticut
$7.77M
WCM
156
Wedge Capital Management
North Carolina
$7.68M +$119K +3,306 +2%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$7.55M +$338K +9,410 +5%
BL
158
BFSG LLC
California
$7.52M -$60.5K -1,686 -0.8%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$7.52M -$471K -13,119 -6%
WTB
160
Washington Trust Bank
Washington
$7.31M -$228K -6,353 -3%
American Century Companies
161
American Century Companies
Missouri
$7.25M +$240K +6,688 +4%
AIM
162
Ausbil Investment Management
Australia
$7.21M -$646 -18 -0%
BF
163
BOK Financial
Oklahoma
$6.87M +$684K +19,064 +11%
II
164
IFM Investors
Australia
$6.8M -$125K -3,485 -2%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$6.79M +$466K +12,972 +8%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.66M -$24.4K -679 -0.4%
LPL Financial
167
LPL Financial
California
$6.63M +$1.32M +36,736 +26%
Jane Street
168
Jane Street
New York
$6.47M +$327K +9,109 +5%
DekaBank Deutsche Girozentrale
169
DekaBank Deutsche Girozentrale
Germany
$6.41M
Credit Agricole
170
Credit Agricole
France
$6.4M +$3.91M +108,794 +166%
DILIC
171
Dai-ichi Life Insurance Company
Japan
$6.36M +$6.21M +172,983 New
ZIM
172
Zacks Investment Management
Illinois
$6.31M +$94.4K +2,630 +2%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.26M +$6.11M +170,235 New
First Manhattan
174
First Manhattan
New York
$6.24M -$337K -9,399 -5%
SFA
175
Sequoia Financial Advisors
Ohio
$5.99M -$518K -14,416 -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.