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NiSource
NI

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: 684 → 734 (+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: 9 → 7 (-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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$215M
2
Capital International Investors
Capital International Investors
California
+$215M
3
Invesco
Invesco
Georgia
+$97.5M
4
BlackRock
BlackRock
New York
+$92.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$88.3M

Top Sellers

1
ZP
Zimmer Partners
New York
-$225M
2
Citadel Advisors
Citadel Advisors
Florida
-$120M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$111M
4
ECM
ExodusPoint Capital Management
New York
-$88.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$5.87M +$422K +11,760 +8%
Comerica Bank
177
Comerica Bank
Texas
$5.73M +$839K +23,361 +18%
State of New Jersey Common Pension Fund D
178
State of New Jersey Common Pension Fund D
New Jersey
$5.65M – – –
BG
179
Bollard Group
Massachusetts
$5.5M +$36K +1,004 +0.7%
IMPI
180
Ilmarinen Mutual Pension Insurance
Finland
$5.37M +$5.24M +146,000 New
Man Group
181
Man Group
United Kingdom
$5.19M -$3.16M -87,920 -38%
SFI
182
Susquehanna Fundamental Investments
Pennsylvania
$5.12M +$5M +139,184 New
Nomura Asset Management
183
Nomura Asset Management
Japan
$5.12M +$17.3K +483 +0.3%
BCMO
184
Buckingham Capital Management (Ohio)
Ohio
$5.02M +$1.83M +50,990 +60%
RAM
185
Resona Asset Management
Japan
$4.99M -$286K -7,952 -6%
Robeco Institutional Asset Management
186
Robeco Institutional Asset Management
Netherlands
$4.9M +$21.3K +593 +0.4%
ASRS
187
Arizona State Retirement System
Arizona
$4.79M +$65.7K +1,831 +1%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$4.77M +$312K +8,676 +7%
SOMRS
189
State of Michigan Retirement System
Michigan
$4.66M +$162K +4,500 +4%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$4.6M -$89.5K -2,492 -2%
JFG
191
Jefferies Financial Group
New York
$4.6M +$3.6M +100,193 +401%
MIM
192
MetLife Investment Management
New Jersey
$4.54M +$249K +6,928 +6%
CC
193
Covalis Capital
United Kingdom
$4.48M -$22.9M -637,863 -84%
Public Sector Pension Investment Board (PSP Investments)
194
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.45M -$12.8M -357,004 -75%
AA
195
ALPS Advisors
Colorado
$4.38M +$633K +17,632 +17%
CTI
196
Community Trust & Investment
Kentucky
$4.33M +$82.5K +2,299 +2%
PI
197
PGGM Investments
Netherlands
$4.3M +$3.97M +110,550 +1,701%
FAF
198
Första AP-fonden
Sweden
$4.29M -$765K -21,300 -15%
HDIM
199
Hanson & Doremus Investment Management
Vermont
$4.29M -$11.1K -310 -0.3%
MCB
200
Morton Community Bank
Illinois
$4.22M +$65.3K +1,820 +2%
6 7
8
9 10

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.