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669 hedge funds and large institutions have $15.4B invested in Ameren in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 248 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 77.29%78.57% (+1.3%)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

1% less funds holding

Funds holding: 675669 (-6)

7% less capital invested

Capital invested by funds: $16.6B → $15.4B (-$1.13B)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 248

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

51% less call options, than puts

Call options by funds: $8.87M | Put options by funds: $18M

Holders
669
Holders Change
-6
Holders Change %
-0.89%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
75
Increased
211
Reduced
248
Closed
70
Calls
$8.87M
Puts
$18M
Net Calls
-$9.11M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
426
Hantz Financial Services
Michigan
$287K +$30.7K +377 +11%
FMAEN1
427
Fund Management at Engine No 1
California
$281K +$27.5K +337 +10%
TC
428
TwinBeech Capital
New York
$280K +$305K +3,743 New
CCM
429
Coldstream Capital Management
Washington
$280K -$31.3K -384 -9%
SIA
430
Sit Investment Associates
Minnesota
$277K
BTI
431
Blue Trust Inc
Georgia
$274K +$30.4K +373 +12%
PVI
432
Pine Valley Investments
New Jersey
$271K +$295K +3,623 New
SW
433
SVB Wealth
Massachusetts
$271K +$9.46K +116 +3%
GT
434
Glenmede Trust
Pennsylvania
$269K -$17.3K -212 -6%
EWM
435
Evercore Wealth Management
New York
$269K
HI
436
Horizon Investments
North Carolina
$267K +$3.91K +48 +1%
PAS
437
Park Avenue Securities
New York
$264K +$288K +3,529 New
HWA
438
HCR Wealth Advisors
California
$264K -$72.6K -890 -20%
GCMG
439
Gyroscope Capital Management Group
Florida
$262K +$32.6K +400 +13%
MC
440
Moors & Cabot
Massachusetts
$261K +$245 +3 +0.1%
SG Americas Securities
441
SG Americas Securities
New York
$260K -$1.45M -17,818 -84%
SAM
442
Shell Asset Management
Netherlands
$259K -$7.34K -90 -3%
CAMG
443
CWA Asset Management Group
Florida
$258K +$30.7K +376 +12%
BPA
444
Beacon Pointe Advisors
California
$252K -$27.3K -335 -9%
PWA
445
Physician Wealth Advisors
Utah
$251K
BAM
446
BOS Asset Management
Illinois
$249K +$27.3K +335 +11%
SEC
447
Seven Eight Capital
New York
$247K -$114K -1,399 -30%
CG
448
Colony Group
Massachusetts
$245K -$6.85K -84 -2%
FTDI
449
First Trust Direct Indexing
Massachusetts
$243K -$413K -5,071 -61%
KPWS
450
Kestra Private Wealth Services
Texas
$243K -$9.54K -117 -3%

AEE Hedge Fund Activity: Q3 2023 in Review

669 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q3 2023, worth a combined $15.4B — down 6.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEE positions and 70 closed out — a net gain of 5 holders — while 211 added to existing stakes and 248 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $275M. The largest seller was T. Rowe Price Associates, cutting an estimated $163M.

  • 669 institutional investors held Ameren (AEE) as of Q3 2023, down from 675 in Q2 2023.
  • Funds reported $15.4B of Ameren stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 75 funds opened new Ameren positions in Q3 2023 and 70 closed out, a net change of +5 holders.
  • The largest Ameren buyer in Q3 2023 was Janus Henderson Group, an estimated $275M added.
  • The largest Ameren seller in Q3 2023 was T. Rowe Price Associates, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2023.