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Alliant Energy

634 hedge funds and large institutions have $10.3B invested in Alliant Energy in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 256 increasing their positions, 199 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 199

0.94% more ownership

Funds ownership: 75.75%76.68% (+0.94%)

3% less capital invested

Capital invested by funds: $10.7B → $10.3B (-$366M)

4% less funds holding

Funds holding: 660634 (-26)

21% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

44% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $54M

Holders
634
Holders Change
-26
Holders Change %
-3.94%
% of All Funds
10.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
53
Increased
256
Reduced
199
Closed
67
Calls
$30.5M
Puts
$54M
Net Calls
-$23.5M
Net Calls Change
-$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
451
Landaas & Company
Wisconsin
$258K
Lido Advisors
452
Lido Advisors
California
$255K +$6.22K +117 +3%
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$253K -$148K -2,775 -37%
MCWS
454
McKinley Carter Wealth Services
West Virginia
$252K -$26.6K -500 -10%
RC
455
Roundview Capital
New Jersey
$252K +$251K +4,719 New
LNC
456
Lincoln National Corp
Pennsylvania
$252K -$59.6K -1,120 -19%
HFAS
457
Hummer Financial Advisory Services
Illinois
$251K
PL
458
Perpetual Ltd
Australia
$251K +$250K +4,696 New
QCG
459
Quadrant Capital Group
Ohio
$250K +$64.2K +1,206 +35%
SWM
460
Spire Wealth Management
Virginia
$249K +$52.2K +982 +27%
HBT
461
Heartland Bank & Trust
Illinois
$244K
BC
462
Bowman & Company
Wisconsin
$243K +$692 +13 +0.3%
ZB
463
Zions Bancorporation
Utah
$235K -$479 -9 -0.2%
PI
464
PFG Investments
New York
$235K +$234K +4,401 New
CWM
465
Chesapeake Wealth Management
Virginia
$234K -$1.06K -20 -0.5%
DFG
466
Demars Financial Group
Washington
$232K -$1.65K -31 -0.7%
FANJ
467
Financial Architects (New Jersey)
New Jersey
$231K -$32.8K -616 -12%
OAM
468
Ostrum Asset Management
France
$230K +$229K +4,306 New
CGL
469
Clarius Group LLC
Washington
$226K -$4.84K -91 -2%
CAM
470
Carret Asset Management
New York
$224K
IP
471
Ignite Planners
California
$220K
SWP
472
Stratos Wealth Partners
Ohio
$220K -$9.1K -171 -4%
SFP
473
Shepherd Financial Partners
Massachusetts
$218K +$217K +4,080 New
GT
474
Glenview Trust
Kentucky
$214K -$14K -263 -6%
BBI
475
Baxter Bros Inc
Connecticut
$214K

LNT Hedge Fund Activity: Q1 2023 in Review

634 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alliant Energy (LNT) for Q1 2023, worth a combined $10.3B — down 3.4% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of LNT and 53 opened new positions — a net loss of 14 holders — while 199 trimmed existing stakes and 256 added.

The largest buyer was Victory Capital Management, adding an estimated $70.2M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $217M sold.

  • 634 institutional investors held Alliant Energy (LNT) as of Q1 2023, down from 660 in Q4 2022.
  • Funds reported $10.3B of Alliant Energy stock for Q1 2023, down 3.4% quarter-over-quarter.
  • 53 funds opened new Alliant Energy positions in Q1 2023 and 67 closed out, a net change of -14 holders.
  • The largest Alliant Energy buyer in Q1 2023 was Victory Capital Management, an estimated $70.2M added.
  • The largest Alliant Energy seller in Q1 2023 was Arete Wealth Advisors, an estimated $217M sold.

Based on aggregated 13F filings for Q1 2023.