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
UCFA
476
United Capital Financial Advisors
Texas
$219K -$13K -152 -6%
MG
477
Meritage Group
California
$218K -$31.6K -369 -13%
DGAM
478
Desjardins Global Asset Management
Quebec, Canada
$218K
BRWA
479
B. Riley Wealth Advisors
Florida
$216K -$127K -1,487 -37%
CB
480
Community Bank
New York
$216K
Brown Advisory
481
Brown Advisory
Maryland
$215K +$6.33K +74 +3%
IA
482
IFG Advisors
Missouri
$214K +$171 +2 +0.1%
CI
483
Conning Inc
Connecticut
$214K
CFO
484
CVA Family Office
Colorado
$213K +$2.14K +25 +1%
DCM
485
Dupont Capital Management
Delaware
$212K -$2.47M -28,816 -92%
FIA
486
Foundations Investment Advisors
Arizona
$210K +$257 +3 +0.1%
JFGIW
487
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$208K +$206K +2,403 New
WWP
488
WR Wealth Planners
Missouri
$207K +$9.24K +108 +5%
IWA
489
Inspirion Wealth Advisors
Illinois
$206K +$204K +2,380 New
Federated Hermes
490
Federated Hermes
Pennsylvania
$205K -$6.68K -78 -3%
IA
491
IFP Advisors
Florida
$205K -$72.9K -852 -12%
SC
492
Steph & Co
Wisconsin
$204K
FT
493
Fiduciary Trust
Massachusetts
$203K
FNT
494
First National Trust
Pennsylvania
$202K -$171 -2 -0.1%
RBC
495
Romano Brothers & Co
Illinois
$201K
MMG
496
Monetary Management Group
Missouri
$195K +$17.1K +200 +10%
SG Americas Securities
497
SG Americas Securities
New York
$195K -$13.6K -159 -7%
SSC
498
Syverson Strege & Co
Iowa
$186K
CT
499
Clearstead Trust
Maine
$173K
FMB
500
Field & Main Bank
Kentucky
$167K +$165K +1,930 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.