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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
William Blair & Company
401
William Blair & Company
Illinois
$346K -$95.3K -1,113 -22%
PAG
402
Private Advisor Group
New Jersey
$345K +$342K +3,992 New
QCM
403
Quantinno Capital Management
New York
$344K +$340K +3,977 New
CGL
404
Clarius Group LLC
Washington
$342K -$55.8K -652 -14%
PWMG
405
Pinnacle Wealth Management Group
Michigan
$342K
RFN
406
RDA Financial Network
Iowa
$335K -$53.1K -620 -14%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$333K +$42.5K +497 +15%
GT
408
Glenmede Trust
Pennsylvania
$329K +$326K +3,813 New
Aviva
409
Aviva
United Kingdom
$326K
ONB
410
Old National Bancorp
Indiana
$323K +$514 +6 +0.2%
SP
411
Symmetry Partners
Connecticut
$322K
HI
412
Horizon Investments
North Carolina
$319K +$63K +736 +25%
BPA
413
Beacon Pointe Advisors
California
$318K +$4.71K +55 +2%
BCM
414
Brookstone Capital Management
Illinois
$317K -$734K -8,570 -71%
OFG
415
Oxford Financial Group
Indiana
$315K -$275K -3,215 -47%
FMWA
416
Forvis Mazars Wealth Advisors
Missouri
$313K -$40.2K -470 -11%
EWM
417
Evercore Wealth Management
New York
$311K
QCG
418
Quadrant Capital Group
Ohio
$310K +$58.4K +682 +23%
KI
419
Kula Investments
Illinois
$307K +$304K +3,550 New
PWA
420
Physician Wealth Advisors
Utah
$299K
LFG
421
Larson Financial Group
Missouri
$298K +$171 +2 +0.1%
BAMG
422
Brand Asset Management Group
Missouri
$297K -$9.07K -106 -3%
EWM
423
Empirical Wealth Management
Washington
$297K -$2.4K -28 -0.8%
CL
424
Choreo LLC
Illinois
$297K +$294K +3,434 New
CG
425
Colony Group
Massachusetts
$294K +$10.3K +120 +4%

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.