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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
LAS
601
LWM Advisory Services
Florida
$15K +$16.3K +200 New
VCM
602
Versant Capital Management
Arizona
$14.9K -$1.63K -20 -9%
CSWM
603
Cassady Schiller Wealth Management
Ohio
$14.5K
CSC
604
Caldwell Sutter Capital
California
$14.4K
EWA
605
EverSource Wealth Advisors
Alabama
$13.9K -$3.34K -41 -18%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$12.7K
IFS
607
Intelligent Financial Strategies
Minnesota
$11.6K
HCM
608
Highlander Capital Management
New Jersey
$11K
OA
609
Operose Advisors
Wisconsin
$11K +$11.5K +141 +2,350%
DWMG
610
DB Wealth Management Group
California
$10.6K
NIC
611
Northwest Investment Counselors
Oregon
$10.3K
IRC
612
Investors Research Corp
Georgia
$10.2K
GKIM
613
GW&K Investment Management
Massachusetts
$10K +$82 +1 +0.8%
SWA
614
Sutton Wealth Advisors
Florida
$9.58K -$897 -11 -8%
MCM
615
Manchester Capital Management
Vermont
$9.21K +$2.61K +32 +35%
FPB
616
First PREMIER Bank
South Dakota
$9K
RWM
617
Ruedi Wealth Management
Illinois
$8.88K
WPA
618
West Paces Advisors
Georgia
$8.23K
GRP
619
Global Retirement Partners
California
$7.72K +$163 +2 +2%
GI
620
GS Investments
Minnesota
$7.71K
WAM
621
WFA Asset Management
Wisconsin
$7.7K +$82 +1 +1%
CT
622
Caldwell Trust
Florida
$7.48K -$71.8K -881 -90%
GGI
623
Godsey & Gibb Inc
Virginia
$7.48K
HSA
624
Hussman Strategic Advisors
Maryland
$7.48K
NSG
625
Nalls Sherbakoff Group
Tennessee
$7.48K

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.