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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
Bessemer Group
201
Bessemer Group
New Jersey
$4.17M -$359 -10 -0%
DnB Asset Management
202
DnB Asset Management
Norway
$4.13M +$378K +10,517 +10%
Cerity Partners
203
Cerity Partners
New York
$4.1M -$218K -6,066 -5%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$4.09M +$1.56M +43,439 +64%
CF
205
Corebridge Financial
Texas
$4.06M -$29.9K -832 -0.7%
SGI
206
Summit Global Investments
Utah
$4.04M +$3.94M +109,772 New
HP
207
Hartree Partners
New York
$3.98M +$3.88M +108,200 New
GT
208
Glenmede Trust
Pennsylvania
$3.89M -$16.4M -455,894 -81%
ProShare Advisors
209
ProShare Advisors
Maryland
$3.88M -$671K -18,682 -15%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.78M +$3.7M +103,121 New
CIBC World Market
211
CIBC World Market
Ontario, Canada
$3.75M -$479K -13,329 -12%
QCM
212
Quantinno Capital Management
New York
$3.73M +$474K +13,212 +15%
AAM
213
Advisors Asset Management
Colorado
$3.72M -$429K -11,937 -11%
CNB
214
Czech National Bank
Czech Republic
$3.72M +$353K +9,841 +11%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$3.71M +$2.43M +67,759 +204%
PFM
216
Premier Fund Managers
United Kingdom
$3.67M +$269K +7,500 +8%
Two Sigma Investments
217
Two Sigma Investments
New York
$3.62M -$2.48K -69 -0.1%
Osaic Holdings
218
Osaic Holdings
Arizona
$3.55M +$286K +7,965 +8%
Wealthfront Advisers
219
Wealthfront Advisers
California
$3.46M +$2.51M +69,816 +288%
MWM
220
Moran Wealth Management
Florida
$3.41M +$149K +4,139 +5%
AB
221
Amalgamated Bank
New York
$3.33M +$85.4K +2,378 +3%
Daiwa Securities Group
222
Daiwa Securities Group
Japan
$3.28M +$28.2K +785 +0.9%
YCM
223
Yousif Capital Management
Michigan
$3.23M +$926K +25,784 +42%
BCIM
224
British Columbia Investment Management
British Columbia, Canada
$3.16M +$398K +11,083 +15%
HighTower Advisors
225
HighTower Advisors
Illinois
$3.11M +$1.74M +48,367 +133%

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.