We are live on ! Find out more

672 hedge funds and large institutions have $17.7B invested in Ameren in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 244 increasing their positions, 219 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 219

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less capital invested

Capital invested by funds: $18.1B → $17.7B (-$462M)

1.3% less ownership

Funds ownership: 79.43%78.14% (-1.3%)

1% less funds holding

Funds holding: 681672 (-9)

61% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $17.4M

Holders
672
Holders Change
-9
Holders Change %
-1.32%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
60
Increased
244
Reduced
219
Closed
56
Calls
$6.8M
Puts
$17.4M
Net Calls
-$10.6M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
376
GEM Asset Management
Michigan
$427K
SAM
377
Shell Asset Management
Netherlands
$417K +$102K +1,194 +33%
LNWWM
378
Laird Norton Wetherby Wealth Management
California
$417K +$6.85K +80 +2%
AIMCA
379
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$415K -$1.32M -15,416 -76%
DADC
380
D.A. Davidson & Co
Montana
$408K
MWC
381
MBM Wealth Consultants
Missouri
$406K
LNB
382
Ledyard National Bank
$406K -$2.14K -25 -0.5%
IIC
383
Ironwood Investment Counsel
Arizona
$402K
PRC
384
Pearl River Capital
Michigan
$393K +$390K +4,554 New
AAS
385
Avantax Advisory Services
Texas
$391K +$31.8K +372 +9%
EWG
386
Executive Wealth Group
Washington
$390K
VWA
387
V Wealth Advisors
Kansas
$389K +$1.88K +22 +0.5%
HWA
388
HCR Wealth Advisors
California
$389K -$856 -10 -0.2%
TPCW
389
TD Private Client Wealth
New York
$384K -$1.28K -15 -0.3%
ICG
390
InterOcean Capital Group
Tennessee
$382K
QCM
391
Qsemble Capital Management
New York
$380K +$377K +4,400 New
BAMF
392
BI Asset Management Fondsmaeglerselskab
Denmark
$379K -$446K -5,216 -54%
SW
393
SVB Wealth
Massachusetts
$364K +$4.96K +58 +1%
LWA
394
Lowe Wealth Advisors
Maryland
$357K
CCM
395
Coldstream Capital Management
Washington
$355K +$17.6K +206 +5%
SW
396
SkyOak Wealth
Michigan
$354K
CIM
397
Contravisory Investment Management
Massachusetts
$353K +$4.11K +48 +1%
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$353K
OTL
399
Oak Thistle LLC
New York
$351K +$348K +4,060 New
SIA
400
Sit Investment Associates
Minnesota
$348K +$74K +865 +27%

AEE Hedge Fund Activity: Q1 2023 in Review

672 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q1 2023, worth a combined $17.7B — down 2.5% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AEE positions and 56 closed out — a net gain of 4 holders — while 244 added to existing stakes and 219 trimmed.

The largest buyer was Putnam Investments, adding an estimated $244M. The largest seller was Deutsche Bank, cutting an estimated $151M.

  • 672 institutional investors held Ameren (AEE) as of Q1 2023, down from 681 in Q4 2022.
  • Funds reported $17.7B of Ameren stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 60 funds opened new Ameren positions in Q1 2023 and 56 closed out, a net change of +4 holders.
  • The largest Ameren buyer in Q1 2023 was Putnam Investments, an estimated $244M added.
  • The largest Ameren seller in Q1 2023 was Deutsche Bank, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2023.