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Alliant Energy

348 hedge funds and large institutions have $3.4B invested in Alliant Energy in 2013 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 125 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $893K | Put options by funds: $237K

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more capital invested

Capital invested by funds: $3.18B → $3.4B (+$216M)

5% more funds holding

Funds holding: 332348 (+16)

2.91% more ownership

Funds ownership: 117.2%120.1% (+2.9%)

8% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 116

Holders
348
Holders Change
+16
Holders Change %
+4.82%
% of All Funds
10.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
41
Increased
125
Reduced
116
Closed
24
Calls
$893K
Puts
$237K
Net Calls
+$656K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$323M +$10.9M +422,802 +3%
BFA
2
BlackRock Fund Advisors
California
$313M +$16.5M +637,450 +6%
State Street
3
State Street
Massachusetts
$202M -$2.61M -101,140 -1%
BIT
4
BlackRock Institutional Trust
California
$169M +$12M +464,768 +8%
PIM
5
Perkins Investment Management
Illinois
$146M +$38M +1,472,462 +35%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$114M -$3.29M -127,512 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$110M -$4.63M -179,428 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$106M -$24.9M -962,752 -19%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$105M +$16.9M +652,722 +19%
Franklin Resources
10
Franklin Resources
California
$79.5M -$1.7M -65,800 -2%
DPIM
11
Duff & Phelps Investment Management
Illinois
$77.4M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$69.6M -$388K -15,046 -0.6%
Jennison Associates
13
Jennison Associates
New York
$66M
Boston Partners
14
Boston Partners
Massachusetts
$60M +$13.7M +531,690 +30%
Northern Trust
15
Northern Trust
Illinois
$59.5M +$1.08M +41,844 +2%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$59M -$10.5M -405,414 -15%
TSW
17
Thompson Siegel & Walmsley
Virginia
$44.7M +$3.02M +116,878 +7%
Norges Bank
18
Norges Bank
Norway
$43.2M -$3.96M -153,184 -8%
Legal & General Group
19
Legal & General Group
United Kingdom
$40.1M +$3.09M +119,712 +8%
BG
20
BlackRock Group
United Kingdom
$38M +$1.67M +64,830 +5%
Victory Capital Management
21
Victory Capital Management
Texas
$36.9M -$1.07M -41,600 -3%
TCIM
22
TIAA CREF Investment Management
New York
$31M +$251K +9,734 +0.8%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$29.1M +$4.18M +161,958 +17%
Ameriprise
24
Ameriprise
Minnesota
$26.4M -$677K -26,238 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$24.8M +$5.72M +221,694 +30%

LNT Hedge Fund Activity: Q4 2013 in Review

348 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alliant Energy (LNT) for Q4 2013, worth a combined $3.4B — up 6.8% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new LNT positions and 24 closed out — a net gain of 17 holders — while 125 added to existing stakes and 116 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $38M. The largest seller was Fidelity Investments, cutting an estimated $24.9M.

  • 348 institutional investors held Alliant Energy (LNT) as of Q4 2013, up from 332 in Q3 2013.
  • Funds reported $3.4B of Alliant Energy stock for Q4 2013, up 6.8% quarter-over-quarter.
  • 41 funds opened new Alliant Energy positions in Q4 2013 and 24 closed out, a net change of +17 holders.
  • The largest Alliant Energy buyer in Q4 2013 was Perkins Investment Management, an estimated $38M added.
  • The largest Alliant Energy seller in Q4 2013 was Fidelity Investments, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2013.