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669 hedge funds and large institutions have $15.4B invested in Ameren in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 248 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 77.29%78.57% (+1.3%)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

1% less funds holding

Funds holding: 675669 (-6)

7% less capital invested

Capital invested by funds: $16.6B → $15.4B (-$1.13B)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 248

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

51% less call options, than puts

Call options by funds: $8.87M | Put options by funds: $18M

Holders
669
Holders Change
-6
Holders Change %
-0.89%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
75
Increased
211
Reduced
248
Closed
70
Calls
$8.87M
Puts
$18M
Net Calls
-$9.11M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Basso Capital Management
Connecticut
$114K +$53.6K +657 +76%
TPCW
502
TD Private Client Wealth
New York
$112K -$237K -2,907 -66%
SIM
503
Sentry Investment Management
Wisconsin
$112K -$16.1K -197 -12%
HPC
504
HM Payson & Co
Maine
$109K -$8.15K -100 -6%
PCM
505
Penserra Capital Management
California
$109K -$19K -233 -14%
LFASL
506
Lugano Financial Advisors SA (LFA)
Switzerland
$109K +$118K +1,452 New
BFEC
507
Benjamin F. Edwards & Company
Missouri
$105K -$4.48K -55 -4%
CAL
508
Capital Analysts LLC
Pennsylvania
$105K
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$101K -$52.9K -649 -32%
BC
510
Bartlett & Co
Ohio
$92K
BCWM
511
Bartlett & Co Wealth Management
Ohio
$92K
AP
512
Atwood & Palmer
Missouri
$89.8K
AF
513
Allworth Financial
California
$88.2K -$43.2K -530 -31%
OAM
514
Ostrum Asset Management
France
$88K -$310K -3,807 -76%
NRG
515
Nemes Rush Group
Michigan
$83.7K
ACM
516
Aquatic Capital Management
Illinois
$82K -$2.79M -34,200 -97%
AWM
517
Avior Wealth Management
Nebraska
$78.6K
SL
518
Salomon & Ludwin
Virginia
$77.2K +$84.1K +1,031 New
PTC
519
Private Trust Company
Ohio
$76.5K
BF
520
BOK Financial
Oklahoma
$76.2K -$3.59K -44 -4%
CBT
521
CoreFirst Bank & Trust
Kansas
$74.8K
TCOV
522
Trust Company of Vermont
Vermont
$74.8K
SIC
523
Salem Investment Counselors
North Carolina
$69.7K
M
524
MOTCO
Texas
$67.3K -$4.57K -56 -6%
GWS
525
Glassman Wealth Services
Virginia
$65.8K +$489 +6 +0.7%

AEE Hedge Fund Activity: Q3 2023 in Review

669 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q3 2023, worth a combined $15.4B — down 6.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEE positions and 70 closed out — a net gain of 5 holders — while 211 added to existing stakes and 248 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $275M. The largest seller was T. Rowe Price Associates, cutting an estimated $163M.

  • 669 institutional investors held Ameren (AEE) as of Q3 2023, down from 675 in Q2 2023.
  • Funds reported $15.4B of Ameren stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 75 funds opened new Ameren positions in Q3 2023 and 70 closed out, a net change of +5 holders.
  • The largest Ameren buyer in Q3 2023 was Janus Henderson Group, an estimated $275M added.
  • The largest Ameren seller in Q3 2023 was T. Rowe Price Associates, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2023.