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NiSource
NI

Overview Fund Activity

605 hedge funds and large institutions have $11.1B invested in NiSource in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 226 increasing their positions, 200 reducing their positions, and 59 closing their positions.

Holders
605
Holders Change
+26
Holders Change %
+4.49%
% of All Funds
8.87%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
97
Increased
226
Reduced
200
Closed
59
Calls
$26.3M
Puts
$48.3M
Net Calls
-$22M
Net Calls Change
+$53M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$387M
2
ECM
2
ExodusPoint Capital Management
New York
$221M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$149M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$218M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$345M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$48.3M
2
Jennison Associates
2
Jennison Associates
New York
$274M
3
Invesco
3
Invesco
Georgia
$146M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$7.85M
5
N
5
Natixis
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B 53,955,258 +1,850,842 +4%
BlackRock
2
BlackRock
New York
$1.05B 39,360,528 -787,679 -2%
State Street
3
State Street
Massachusetts
$583M 21,944,502 +428,045 +2%
Deutsche Bank
4
Deutsche Bank
Germany
$521M 19,632,539 +1,181,888 +6%
Morgan Stanley
5
Morgan Stanley
New York
$387M 14,581,148 +9,363,901 +179%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$345M 12,979,738 +2,105,514 +19%
Jennison Associates
7
Jennison Associates
New York
$274M 10,309,480 -2,801,642 -21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$247M 9,337,730 +179,962 +2%
Franklin Resources
9
Franklin Resources
California
$226M 8,525,528 +1,826,202 +27%
ECM
10
ExodusPoint Capital Management
New York
$221M 8,328,879 +4,257,122 +105%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$218M 8,195,097 +2,491,250 +44%
Millennium Management
12
Millennium Management
New York
$206M 7,750,876 +2,030,171 +35%
Cohen & Steers
13
Cohen & Steers
New York
$193M 7,272,420 +450,818 +7%
Newport Trust Company
14
Newport Trust Company
District of Columbia
$169M 6,370,256 -75,584 -1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$162M 6,104,618 -257,752 -4%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$149M 5,593,854 +3,092,138 +124%
Invesco
17
Invesco
Georgia
$146M 5,511,548 -2,590,225 -32%
Citadel Advisors
18
Citadel Advisors
Florida
$128M 4,818,286 +2,066,446 +75%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$124M 4,654,500 +1,215,811 +35%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$120M 4,528,413 -542,434 -11%
Legal & General Group
21
Legal & General Group
United Kingdom
$116M 4,379,596 +651,374 +17%
TSW
22
Thompson Siegel & Walmsley
Virginia
$115M 4,336,801 +322,360 +8%
WHRC
23
W.H. Reaves & Co
New Jersey
$112M 4,231,655 -168,878 -4%
DPIM
24
Duff & Phelps Investment Management
Illinois
$109M 4,094,510 +192,680 +5%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$105M 3,972,741 +1,514,593 +62%
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