BP
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund Historical SEC 13F Holdings & Archive (Q3 2021)
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension FundCIK: 0001536262
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$409.6M
Reporting period: 2021-09-30 · Number of holdings: 23
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund disclosed 23 holdings in its latest 13F filing for the period ending 2021-09-30, with total reported value of $409.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 22.66
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 46
- Sizing Uniformity
- 94.37
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund's disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, close to its 23 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.56), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | Stock-Industrials | 11.20% | — | -1.27% | |
| 2 | AMT | American Tower CORP | Stock-Real Estate | 9.20% | — | — | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 6.36% | — | — | |
| 4 | CP | Canadian Pacific Kansas City Limited | Stock-Industrials | 6.32% | — | — | |
| 5 | XEL | Xcel Energy Inc | Stock-Utilities | 5.60% | — | — | |
| 6 | KSUEUR | Kansas City Southern | Stock-Other | 5.29% | — | — | |
| 7 | LNT | Alliant Energy CORP | Stock-Utilities | 5.18% | — | — | |
| 8 | WEC | Wec Energy Group Inc | Stock-Utilities | 5.06% | — | — | |
| 9 | NI | Nisource Inc | Stock-Utilities | 5.04% | — | — | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 4.81% | — | — | |
| 11 | AEP | American Electric Power | Stock-Utilities | 4.44% | — | — | |
| 12 | TRP | Tc Energy CORP | Stock-Energy | 4.26% | — | — | |
| 13 | EVRG | Evergy Inc | Stock-Utilities | 4.18% | — | — | |
| 14 | EIX | Edison International | Stock-Utilities | 3.85% | — | — | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 3.46% | — | — | |
| 16 | PNW | Pinnacle West Capital | Stock-Utilities | 2.65% | — | — | |
| 17 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.55% | — | — | |
| 18 | CCI | Crown Castle Inc | Stock-Real Estate | 2.54% | — | — | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 2.11% | — | — | |
| 20 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.94% | — | — | |
| 21 | TLK | Telkom Indonesia Persero-adr | Stock-Other | 1.48% | — | — | |
| 22 | EXC | Exelon CORP | Stock-Utilities | 1.41% | — | — | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.09% | — | -49.50% |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2021 Q3 | 23 | $409.6M | 0 | ||
| 2021 Q2 | 23 | $428.9M | 13 | ||
| 2021 Q1 | 22 | $447.5M | 29 | ||
| 2020 Q4 | 24 | $388.9M | 0 | ||
| 2020 Q3 | 24 | $388.9M | 0 | ||
| 2020 Q2 | 24 | $388.9M | 13 | ||
| 2020 Q1 | 24 | $351.3M | 45 | ||
| 2019 Q4 | 171 | $554.0M | 7 | ||
| 2019 Q3 | 172 | $555.7M | 37 | ||
| 2019 Q2 | 173 | $661.7M | 41 | ||
| 2019 Q1 | 176 | $571.8M | 28 | ||
| 2018 Q4 | 178 | $587.4M | 15 | ||
| 2018 Q2 | 176 | $622.1M | 42 | ||
| 2018 Q1 | 182 | $856.1M | 0 | ||
| 2017 Q4 | 182 | $856.1M | 13 | ||
| 2017 Q3 | 190 | $829.9M | 19 | ||
| 2017 Q2 | 193 | $915.3M | 15 | ||
| 2017 Q1 | 198 | $888.2M | 33 | ||
| 2016 Q4 | 207 | $792.9M | 16 | ||
| 2016 Q3 | 220 | $777.2M | 25 | ||
| 2016 Q2 | 198 | $718.8M | 40 | ||
| 2016 Q1 | 208 | $993.9M | 17 | ||
| 2015 Q4 | 207 | $993.3M | 31 | ||
| 2015 Q2 | 204 | $1.0B | 15 | ||
| 2015 Q1 | 200 | $1.0B | 14 | ||
| 2014 Q4 | 194 | $1.0B | 15 | ||
| 2014 Q3 | 191 | $1.0B | 12 | ||
| 2014 Q2 | 190 | $1.1B | 16 | ||
| 2014 Q1 | 187 | $1.0B | 19 | ||
| 2013 Q4 | 183 | $1.0B | 20 | ||
| 2013 Q3 | 179 | $965.2M | 16 | ||
| 2013 Q2 | 177 | $970.1M | 20 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund and what type of investor is it?
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-09-30), the firm manages a tracked equity portfolio valued at approximately $409.6M, spread across 23 disclosed positions.
What are B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund's largest equity positions?
Based on the latest 13F filing, B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund's top holdings by market value are:
1. Union Pacific CORP (UNP) — $45.9M (11.2%)
2. American Tower CORP (AMT) — $37.7M (9.2%)
3. Nextera Energy Inc (NEE) — $26.1M (6.4%)
4. Canadian Pacific Kansas City Limited (CP) — $25.9M (6.3%)
5. Xcel Energy Inc (XEL) — $22.9M (5.6%)
What changes did B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund make in its most recent portfolio filing?
No notable portfolio changes were recorded for B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund focus on?
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 100.0%
Investment Profile
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund's portfolio is broadly diversified and long-term-holding, with 100.0% of the portfolio concentrated in Industrials.
It has trimmed its DUK position for two straight quarters, cutting it by $15.2M while still holding $4.5M.
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Developer Access
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