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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
HWA
501
Heritage Wealth Advisors
Virginia
$26K
WTB
502
Washington Trust Bank
Washington
$26K
FHA
503
Flagship Harbor Advisors
Massachusetts
$25K -$30.3K -454 -53%
JWA
504
JFS Wealth Advisors
Pennsylvania
$24K +$200 +3 +0.8%
BOPW
505
Brandywine Oak Private Wealth
Pennsylvania
$24K +$24.8K +372 New
LFG
506
Larson Financial Group
Missouri
$21K +$21.5K +323 New
JFGIW
507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$133 +2 +0.6%
FNC
508
First National Corp
Massachusetts
$20K +$20K +300 New
GAM
509
Gemmer Asset Management
California
$19K
HI
510
Hudock Inc
Pennsylvania
$19K
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$19K +$19.5K +293 New
SBL
512
Sargent Bickham Lagudis
Colorado
$18K
MNBTD
513
Moody National Bank Trust Division
Texas
$18K +$12.7K +190 +209%
CAM
514
Cresset Asset Management
Illinois
$18K +$18K +270 New
JCM
515
Jacobi Capital Management
Pennsylvania
$16K
SSB
516
Sandy Spring Bank
Maryland
$16K
WA
517
WealthTrust-Arizona
Arizona
$16K +$667 +10 +4%
AW
518
Alpha Windward
Massachusetts
$15K +$15.3K +229 New
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
TWA
520
TCI Wealth Advisors
Arizona
$14K +$1K +15 +7%
CAL
521
Capital Advisors Ltd
Ohio
$13K
MFBTD
522
MB Financial Bank - Trust Department
Illinois
$13K
RWA
523
River Wealth Advisors
Pennsylvania
$13K
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$13K
HR
525
Howe & Rusling
New York
$12K -$7.74K -116 -39%

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.