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Alliant Energy

363 hedge funds and large institutions have $4B invested in Alliant Energy in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 134 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $781K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 126

0.97% less ownership

Funds ownership: 125.45%124.47% (-0.97%)

5% less funds holding

Funds holding: 384363 (-21)

8% less capital invested

Capital invested by funds: $4.35B → $4B (-$350M)

50% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 34

Holders
363
Holders Change
-21
Holders Change %
-5.47%
% of All Funds
9.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
134
Reduced
126
Closed
34
Calls
$2.45M
Puts
$781K
Net Calls
+$1.67M
Net Calls Change
-$939K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$449M +$18.7M +617,710 +4%
BFA
2
BlackRock Fund Advisors
California
$389M +$1.07M +35,450 +0.3%
State Street
3
State Street
Massachusetts
$232M -$2.7M -88,958 -1%
BIT
4
BlackRock Institutional Trust
California
$191M -$4.11M -135,598 -2%
Boston Partners
5
Boston Partners
Massachusetts
$117M +$22.1M +728,752 +22%
PIM
6
Perkins Investment Management
Illinois
$112M -$7.51M -247,728 -6%
Franklin Resources
7
Franklin Resources
California
$94.8M -$341K -11,250 -0.3%
Jennison Associates
8
Jennison Associates
New York
$93.6M -$6.01M -198,172 -6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$89.9M -$14.6M -480,522 -13%
DPIM
10
Duff & Phelps Investment Management
Illinois
$86.6M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$82.5M +$2.15M +70,988 +3%
CBOA
12
Commonwealth Bank of Australia
Australia
$79.2M +$32.4M +1,070,380 +64%
TSW
13
Thompson Siegel & Walmsley
Virginia
$74.9M +$29M +957,398 +58%
Northern Trust
14
Northern Trust
Illinois
$74.7M +$467K +15,410 +0.6%
Cohen & Steers
15
Cohen & Steers
New York
$69.2M -$21.1M -695,838 -22%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$55.9M -$14.7M -484,428 -20%
Norges Bank
17
Norges Bank
Norway
$50.5M
Legal & General Group
18
Legal & General Group
United Kingdom
$46.2M +$3.3M +108,748 +7%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$45.4M +$22.6M +744,754 +90%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$44M -$5.13M -169,288 -10%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$43.7M -$1.82M -60,004 -4%
BG
22
BlackRock Group
United Kingdom
$43.5M +$510K +16,826 +1%
Victory Capital Management
23
Victory Capital Management
Texas
$40.5M -$3.37M -111,066 -7%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$35.6M +$1.3M +42,882 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$35.6M +$17.8M +586,324 +91%

LNT Hedge Fund Activity: Q2 2015 in Review

363 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Alliant Energy (LNT) for Q2 2015, worth a combined $4B — down 8.1% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of LNT and 17 opened new positions — a net loss of 17 holders — while 126 trimmed existing stakes and 134 added.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $32.4M. The largest seller was Cohen & Steers, cutting an estimated $21.1M.

  • 363 institutional investors held Alliant Energy (LNT) as of Q2 2015, down from 384 in Q1 2015.
  • Funds reported $4B of Alliant Energy stock for Q2 2015, down 8.1% quarter-over-quarter.
  • 17 funds opened new Alliant Energy positions in Q2 2015 and 34 closed out, a net change of -17 holders.
  • The largest Alliant Energy buyer in Q2 2015 was Commonwealth Bank of Australia, an estimated $32.4M added.
  • The largest Alliant Energy seller in Q2 2015 was Cohen & Steers, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2015.