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564 hedge funds and large institutions have $11.4B invested in Ameren in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $2.22M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 550564 (+14)

2% more capital invested

Capital invested by funds: $11.1B → $11.4B (+$248M)

0.24% more ownership

Funds ownership: 72.66%72.91% (+0.24%)

11% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 196

Holders
564
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
12.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
84
Increased
174
Reduced
196
Closed
66
Calls
$8.13M
Puts
$2.22M
Net Calls
+$5.91M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
476
Northwest Wealth Management
Iowa
$43K
OAM
477
Oppenheimer Asset Management
New York
$43K +$43.7K +656 New
BCWM
478
Bartlett & Co Wealth Management
Ohio
$42K
BC
479
Bartlett & Co
Ohio
$42K
KA
480
Kaizen Advisory
Illinois
$42K +$6.07K +91 +16%
VFA
481
Valeo Financial Advisors
Indiana
$41K -$1.8K -27 -4%
LF
482
Lee Financial
Texas
$40K -$133K -2,000 -76%
MIP
483
Mondrian Investment Partners
United Kingdom
$40K +$40.5K +607 New
CAC
484
Certified Advisory Corp
Florida
$39K
RMC
485
Resources Management Corp
Connecticut
$39K
SIS
486
Sound Income Strategies
Florida
$39K +$40K +600 New
CA
487
Claro Advisors
Massachusetts
$37K +$38.5K +578 New
IDBONY
488
Israel Discount Bank of New York
New York
$36K
LFA
489
Legacy Financial Advisors
Kentucky
$35K
JA
490
JOYN Advisors
Georgia
$34K -$2.07K -31 -6%
NFG
491
Next Financial Group
Texas
$34K +$34.3K +515 New
PWMG
492
Prestige Wealth Management Group
New Jersey
$34K +$34.5K +517 New
IF
493
Ironwood Financial
Arizona
$31K +$32.1K +481 New
BTNA
494
Bremer Trust National Association
Minnesota
$31K +$32.3K +485 New
BFC
495
Bedel Financial Consulting
Indiana
$30K
AIM
496
Anchor Investment Management
South Carolina
$29.7K +$200 +3 +0.7%
CTB
497
Country Trust Bank
Illinois
$28K
VCM
498
Versant Capital Management
Arizona
$27K
BCA
499
Berman Capital Advisors
Georgia
$27K +$28.2K +423 New
BAM
500
Barrett Asset Management
New York
$26K

AEE Hedge Fund Activity: Q4 2018 in Review

564 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q4 2018, worth a combined $11.4B — up 2.2% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AEE positions and 66 closed out — a net gain of 18 holders — while 174 added to existing stakes and 196 trimmed.

The largest buyer was Vanguard Group, adding an estimated $100M. The largest seller was Cornerstone Wealth Management, cutting an estimated $90.1M.

  • 564 institutional investors held Ameren (AEE) as of Q4 2018, up from 550 in Q3 2018.
  • Funds reported $11.4B of Ameren stock for Q4 2018, up 2.2% quarter-over-quarter.
  • 84 funds opened new Ameren positions in Q4 2018 and 66 closed out, a net change of +18 holders.
  • The largest Ameren buyer in Q4 2018 was Vanguard Group, an estimated $100M added.
  • The largest Ameren seller in Q4 2018 was Cornerstone Wealth Management, an estimated $90.1M sold.

Based on aggregated 13F filings for Q4 2018.