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Alliant Energy

384 hedge funds and large institutions have $4.35B invested in Alliant Energy in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 149 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $1.25M

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 113

5% more funds holding

Funds holding: 367384 (+17)

2.25% more ownership

Funds ownership: 123.2%125.45% (+2.2%)

3% less capital invested

Capital invested by funds: $4.5B → $4.35B (-$149M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
384
Holders Change
+17
Holders Change %
+4.63%
% of All Funds
10.23%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
43
Increased
149
Reduced
113
Closed
21
Calls
$3.85M
Puts
$1.25M
Net Calls
+$2.61M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$471M +$27.1M +831,202 +6%
BFA
2
BlackRock Fund Advisors
California
$423M -$2.67K -82 -0%
State Street
3
State Street
Massachusetts
$256M +$3.12M +95,816 +1%
BIT
4
BlackRock Institutional Trust
California
$213M +$13.5M +414,982 +7%
PIM
5
Perkins Investment Management
Illinois
$130M -$90.5M -2,778,082 -40%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$113M -$180K -5,522 -0.2%
Jennison Associates
7
Jennison Associates
New York
$108M +$4.14M +127,006 +4%
Boston Partners
8
Boston Partners
Massachusetts
$105M +$9.05M +277,830 +9%
Franklin Resources
9
Franklin Resources
California
$104M +$6.51M +200,000 +6%
Cohen & Steers
10
Cohen & Steers
New York
$97.5M +$65.6M +2,013,806 +186%
DPIM
11
Duff & Phelps Investment Management
Illinois
$94.5M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$87.8M -$8.58M -263,630 -9%
Northern Trust
13
Northern Trust
Illinois
$81M -$1.36M -41,700 -2%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$76.3M -$8.67M -266,260 -10%
Norges Bank
15
Norges Bank
Norway
$55.1M +$169K +5,188 +0.3%
Millennium Management
16
Millennium Management
New York
$54.6M +$25.9M +796,278 +85%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$53.3M -$39.7M -1,218,182 -42%
CBOA
18
Commonwealth Bank of Australia
Australia
$52.7M +$13.5M +413,258 +33%
TSW
19
Thompson Siegel & Walmsley
Virginia
$51.6M +$22M +674,412 +70%
Victory Capital Management
20
Victory Capital Management
Texas
$47.7M -$3.55M -109,000 -7%
BG
21
BlackRock Group
United Kingdom
$47M -$975K -29,930 -2%
Legal & General Group
22
Legal & General Group
United Kingdom
$47M +$761K +23,374 +2%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$44.8M +$2.46M +75,452 +5%
EAM
24
Edge Asset Management
Washington
$42.2M +$22.6M +693,360 +107%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$37.5M +$1.47M +45,132 +4%

LNT Hedge Fund Activity: Q1 2015 in Review

384 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alliant Energy (LNT) for Q1 2015, worth a combined $4.35B — down 3.3% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new LNT positions and 21 closed out — a net gain of 22 holders — while 149 added to existing stakes and 113 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $65.6M. The largest seller was Perkins Investment Management, cutting an estimated $90.5M.

  • 384 institutional investors held Alliant Energy (LNT) as of Q1 2015, up from 367 in Q4 2014.
  • Funds reported $4.35B of Alliant Energy stock for Q1 2015, down 3.3% quarter-over-quarter.
  • 43 funds opened new Alliant Energy positions in Q1 2015 and 21 closed out, a net change of +22 holders.
  • The largest Alliant Energy buyer in Q1 2015 was Cohen & Steers, an estimated $65.6M added.
  • The largest Alliant Energy seller in Q1 2015 was Perkins Investment Management, an estimated $90.5M sold.

Based on aggregated 13F filings for Q1 2015.