NiSource
635 hedge funds and large institutions have $11.8B invested in NiSource in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 256 increasing their positions, 190 reducing their positions, and 49 closing their positions.
94% more call options, than puts
Call options by funds: $6.68M | Put options by funds: $3.45M
69% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 49
35% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 190
8% more capital invested
Capital invested by funds: $10.9B → $11.8B (+$871M)
4% more funds holding
Funds holding: 610 → 635 (+25)
3.32% more ownership
Funds ownership: 91.62% → 94.94% (+3.3%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$307M |
| 2 |
ZP
Zimmer Partners
New York
|
+$139M |
| 3 |
Cohen & Steers
New York
|
+$70.9M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$69.9M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$100M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$71.3M |
| 3 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$59.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$48.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$48.1M |
NI Hedge Fund Activity: Q1 2024 in Review
635 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q1 2024, worth a combined $11.8B — up 8% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new NI positions and 49 closed out — a net gain of 34 holders — while 256 added to existing stakes and 190 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $307M. The largest seller was Balyasny Asset Management, cutting an estimated $100M.
- 635 institutional investors held NiSource (NI) as of Q1 2024, up from 610 in Q4 2023.
- Funds reported $11.8B of NiSource stock for Q1 2024, up 8% quarter-over-quarter.
- 83 funds opened new NiSource positions in Q1 2024 and 49 closed out, a net change of +34 holders.
- The largest NiSource buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $307M added.
- The largest NiSource seller in Q1 2024 was Balyasny Asset Management, an estimated $100M sold.
Based on aggregated 13F filings for Q1 2024.