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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
BAM
451
BOS Asset Management
Illinois
$246K -$30K -350 -11%
CBT
452
CoreFirst Bank & Trust
Kansas
$245K -$42.8K -500 -15%
SBH
453
Segall Bryant & Hamill
Illinois
$244K -$87.2K -1,019 -27%
AG
454
Algert Global
California
$241K -$618K -7,223 -72%
CW
455
CreativeOne Wealth
Kansas
$241K +$239K +2,794 New
AWS
456
Atria Wealth Solutions
New York
$241K -$54.1K -632 -18%
DSC
457
Duncker Streett & Co
Missouri
$241K
Los Angeles Capital Management
458
Los Angeles Capital Management
California
$240K -$7.28K -85 -3%
CSIC
459
Clifford Swan Investment Counsel
California
$238K -$514 -6 -0.2%
CCB
460
Cutter & Co Brokerage
Missouri
$237K +$514 +6 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
461
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$237K +$162K +1,893 +223%
FFM
462
Forum Financial Management
Illinois
$237K +$27.3K +319 +13%
KA
463
Kovack Advisors
Florida
$236K -$15K -175 -6%
PTC
464
Petrus Trust Company
Texas
$234K +$232K +2,709 New
MNBTD
465
Moody National Bank Trust Division
Texas
$234K
SOAMC
466
Spirit of America Management Corp
New York
$233K +$231K +2,700 New
WT
467
Whittier Trust
California
$230K +$53.1K +620 +30%
PAG
468
Powers Advisory Group
Illinois
$230K +$856 +10 +0.4%
BC
469
Burney Company
Virginia
$229K
FRM
470
Fox Run Management
Connecticut
$227K +$225K +2,630 New
TCA
471
Transcend Capital Advisors
New Jersey
$227K -$1.46K -17 -0.6%
WAM
472
WNY Asset Management
New York
$224K
BFM
473
Boothbay Fund Management
New York
$222K +$220K +2,574 New
DSA
474
Droms Strauss Advisors
Missouri
$222K
CB
475
Cadence Bank
Mississippi
$222K +$220K +2,568 New

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.