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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
CPWA
476
Cerro Pacific Wealth Advisors
California
$214K
MHIC
477
Marble Harbor Investment Counsel
Massachusetts
$214K
CFA
478
CWS Financial Advisors
Michigan
$212K +$9.73K +183 +5%
MNBTD
479
Moody National Bank Trust Division
Texas
$212K
GT
480
Greenleaf Trust
Michigan
$210K +$209K +3,935 New
SP
481
Symmetry Partners
Connecticut
$210K
B
482
Bailard
California
$209K -$79.4K -1,493 -28%
SMC
483
Smith, Moore & Co
Missouri
$208K -$16K -300 -7%
PFO
484
Pathstone Family Office
New Jersey
$208K -$379K -7,129 -65%
BL
485
Balentine LLC
Georgia
$206K -$228K -4,292 -53%
Aviva
486
Aviva
United Kingdom
$206K
ISB
487
Iowa State Bank
Iowa
$204K +$203K +3,815 New
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$201K +$5.75K +108 +3%
RFM
489
Royal Fund Management
Florida
$201K
HI
490
Horizon Investments
North Carolina
$176K +$177K +3,331 New
AG
491
AIA Group
Hong Kong
$172K -$30.2K -567 -15%
Bessemer Group
492
Bessemer Group
New Jersey
$172K +$61.8K +1,162 +56%
TFM
493
TFC Financial Management
Massachusetts
$171K
BWM
494
BerganKDV Wealth Management
Minnesota
$168K +$27.3K +513 +20%
MIA
495
Milestone Investment Advisors
Wisconsin
$163K +$163K +3,055 New
CT
496
Clearstead Trust
Maine
$159K
BAM
497
Belpointe Asset Management
Nevada
$159K +$15.1K +284 +11%
SPIA
498
Steward Partners Investment Advisory
New York
$157K -$7.29K -137 -4%
CI Investments Inc
499
CI Investments Inc
Ontario, Canada
$147K -$23.8M -447,842 -99%
SSC
500
Syverson Strege & Co
Iowa
$138K -$26.8K -504 -16%

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.