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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
BFEC
501
Benjamin F. Edwards & Company
Missouri
$165K -$16.7K -195 -9%
NA
502
NewEdge Advisors
Louisiana
$163K -$133K -1,553 -45%
SIS
503
Sound Income Strategies
Florida
$161K
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$157K +$86.9K +1,015 +126%
BWM
505
BerganKDV Wealth Management
Minnesota
$152K
SIM
506
Sentry Investment Management
Wisconsin
$147K
HPC
507
HM Payson & Co
Maine
$135K -$1.28K -15 -1%
TC
508
Truvestments Capital
Florida
$133K +$132K +1,544 New
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$131K +$68.6K +802 +111%
AAS
510
Ameritas Advisory Services
Nebraska
$124K +$117K +1,371 New
CAL
511
Capital Analysts LLC
Pennsylvania
$121K -$3.17K -37 -3%
IGWM
512
ICA Group Wealth Management
Colorado
$117K +$6.76K +79 +6%
ASN
513
Advisory Services Network
Georgia
$107K -$29.7K -347 -22%
BCWM
514
Bartlett & Co Wealth Management
Ohio
$106K
BC
515
Bartlett & Co
Ohio
$106K
AP
516
Atwood & Palmer
Missouri
$104K
AWM
517
Accel Wealth Management
Iowa
$102K +$770 +9 +0.8%
PB
518
Pinnacle Bancorp
Nebraska
$95K
VIA
519
Virtus Investment Advisers
Connecticut
$93.4K
WP
520
WealthPLAN Partners
Nebraska
$92.5K +$91.7K +1,071 New
AWM
521
Avior Wealth Management
Nebraska
$90.7K
TCOV
522
Trust Company of Vermont
Vermont
$90.6K +$4.02K +47 +5%
FFA
523
Farther Finance Advisors
California
$90.5K +$29K +339 +48%
PTC
524
Private Trust Company
Ohio
$88.3K -$34.9K -408 -29%
CT
525
Caldwell Trust
Florida
$84.7K

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.