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582 hedge funds and large institutions have $9.69B invested in NiSource in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 191 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

13% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 191

3% more funds holding

Funds holding: 565582 (+17)

0.45% more ownership

Funds ownership: 94.56%95.01% (+0.45%)

9% less capital invested

Capital invested by funds: $10.7B → $9.69B (-$999M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

91% less call options, than puts

Call options by funds: $7.07M | Put options by funds: $82.1M

Holders
582
Holders Change
+17
Holders Change %
+3.01%
% of All Funds
9.24%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
68
Increased
215
Reduced
191
Closed
46
Calls
$7.07M
Puts
$82.1M
Net Calls
-$75M
Net Calls Change
-$76.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B -$25.5M -944,982 -2%
BlackRock
2
BlackRock
New York
$991M -$9.82M -363,221 -0.9%
State Street
3
State Street
Massachusetts
$531M -$14.1M -523,387 -2%
Deutsche Bank
4
Deutsche Bank
Germany
$455M -$19.7M -730,258 -4%
Jennison Associates
5
Jennison Associates
New York
$324M +$1.06M +39,374 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$268M -$20M -741,060 -6%
Barclays
7
Barclays
United Kingdom
$238M -$96.4M -3,567,492 -27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$226M +$4.78M +176,839 +2%
Invesco
9
Invesco
Georgia
$200M +$8.84M +326,999 +4%
Cohen & Steers
10
Cohen & Steers
New York
$168M +$70.9M +2,623,930 +63%
Franklin Resources
11
Franklin Resources
California
$165M -$551K -20,377 -0.3%
Newport Trust Company
12
Newport Trust Company
District of Columbia
$159M -$3.89M -144,085 -2%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$157M +$122M +4,504,229 +242%
Millennium Management
14
Millennium Management
New York
$141M -$117M -4,319,352 -43%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$141M +$154M +5,703,847 New
Morgan Stanley
16
Morgan Stanley
New York
$129M +$5.03M +186,004 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$125M +$23.4M +865,245 +21%
WHRC
18
W.H. Reaves & Co
New Jersey
$109M +$8.62M +319,143 +8%
ECM
19
ExodusPoint Capital Management
New York
$100M +$81.2M +3,003,141 +281%
TSW
20
Thompson Siegel & Walmsley
Virginia
$99.1M +$10.3M +382,569 +11%
Northern Trust
21
Northern Trust
Illinois
$97M +$3.76M +138,984 +4%
DPIM
22
Duff & Phelps Investment Management
Illinois
$96.3M +$6.91M +255,651 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$92M -$3.3M -122,284 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$84.9M +$8.16M +301,952 +10%
Charles Schwab
25
Charles Schwab
California
$84.2M +$1.46M +54,110 +2%

NI Hedge Fund Activity: Q3 2023 in Review

582 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q3 2023, worth a combined $9.69B — down 9.3% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new NI positions and 46 closed out — a net gain of 22 holders — while 215 added to existing stakes and 191 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $122M. The largest seller was Millennium Management, cutting an estimated $117M.

  • 582 institutional investors held NiSource (NI) as of Q3 2023, up from 565 in Q2 2023.
  • Funds reported $9.69B of NiSource stock for Q3 2023, down 9.3% quarter-over-quarter.
  • 68 funds opened new NiSource positions in Q3 2023 and 46 closed out, a net change of +22 holders.
  • The largest NiSource buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $122M added.
  • The largest NiSource seller in Q3 2023 was Millennium Management, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2023.