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539 hedge funds and large institutions have $10.3B invested in Ameren in 2018 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 186 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $9.52B → $10.3B (+$740M)

1.42% more ownership

Funds ownership: 69.51%70.92% (+1.4%)

3% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 58

0% less funds holding

Funds holding: 541539 (-2)

3% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 191

6% less call options, than puts

Call options by funds: $3.73M | Put options by funds: $3.99M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
539
Holders Change
-2
Holders Change %
-0.37%
% of All Funds
12.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
60
Increased
186
Reduced
191
Closed
58
Calls
$3.73M
Puts
$3.99M
Net Calls
-$259K
Net Calls Change
-$4.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
326
Laurel Wealth Advisors (California)
California
$516K +$3.05K +53 +0.6%
PFA
327
Paradigm Financial Advisors
Missouri
$508K -$21.1K -368 -4%
UCFA
328
United Capital Financial Advisors
Texas
$503K -$37.2K -647 -7%
HWA
329
HCR Wealth Advisors
California
$503K
MA
330
Marshwinds Advisory
Georgia
$497K
OMCS
331
Old Mutual Customised Solutions
South Africa
$493K +$138K +2,400 +42%
6M
332
6 Meridian
Kansas
$491K -$11.5K -200 -2%
MFW
333
Mosaic Family Wealth
Missouri
$490K -$22.8K -396 -5%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$484K
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$476K +$62.1K +1,080 +16%
SBWM
336
Sunflower Bank Wealth Management
Arizona
$473K -$22.1K -385 -5%
CI
337
Cigna Investments
Connecticut
$460K -$63.2K -1,100 -13%
LNWWM
338
Laird Norton Wetherby Wealth Management
California
$453K -$2.07K -36 -0.5%
CCM
339
Cadence Capital Management
Massachusetts
$452K -$129K -2,240 -23%
MA
340
Mutual Advisors
Nebraska
$452K +$427K +7,427 New
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$449K
APA
342
American Portfolios Advisors
New York
$434K +$410K +7,136 New
CEP
343
Chicago Equity Partners
Illinois
$427K
VC
344
Vicus Capital
Pennsylvania
$418K +$2.99K +52 +0.8%
TC
345
Toews Corporation
New Jersey
$414K -$580K -10,100 -60%
JIR
346
James Investment Research
Ohio
$411K +$190K +3,300 +96%
JIM
347
Jupiter Investment Management
United Kingdom
$410K -$479K -8,337 -55%
BSW
348
Buckingham Strategic Wealth
Missouri
$409K -$14.3K -248 -4%
RJT
349
Raymond James Trust
Florida
$401K +$15.7K +273 +4%
MERSOM
350
Municipal Employees' Retirement System of Michigan
Michigan
$393K -$1.29M -22,370 -78%

AEE Hedge Fund Activity: Q2 2018 in Review

539 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q2 2018, worth a combined $10.3B — up 7.8% from $9.52B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AEE positions and 58 closed out — a net gain of 2 holders — while 186 added to existing stakes and 191 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $115M. The largest seller was Millennium Management, cutting an estimated $143M.

  • 539 institutional investors held Ameren (AEE) as of Q2 2018, down from 541 in Q1 2018.
  • Funds reported $10.3B of Ameren stock for Q2 2018, up 7.8% quarter-over-quarter.
  • 60 funds opened new Ameren positions in Q2 2018 and 58 closed out, a net change of +2 holders.
  • The largest Ameren buyer in Q2 2018 was Deutsche Bank, an estimated $115M added.
  • The largest Ameren seller in Q2 2018 was Millennium Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2018.