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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
EWA
626
EverSource Wealth Advisors
Alabama
$7.86K +$7.79K +91 New
GRP
627
Global Retirement Partners
California
$7.82K -$2.91K -34 -28%
DWA
628
Delos Wealth Advisors
Texas
$7.69K
BIA
629
Bell Investment Advisors
California
$7.34K -$171 -2 -2%
MHR
630
Matthew Hamilton Rosenberg
$7K
BWM
631
Baystate Wealth Management
Massachusetts
$5.96K +$86 +1 +1%
Commonwealth Equity Services
632
Commonwealth Equity Services
Massachusetts
$5.92K -$1M -11,737 -15%
WTA
633
Washington Trust Advisors
Massachusetts
$5.88K
JWA
634
JFS Wealth Advisors
Pennsylvania
$5.79K -$428 -5 -7%
SFG
635
Steward Financial Group
Texas
$5K +$2.48K +29 +94%
TWM
636
Tradition Wealth Management
Minnesota
$5K +$4.62K +54 New
TF
637
TimeScale Financial
Massachusetts
$4.38K
MFT
638
Moisand Fitzgerald Tamayo
Florida
$3.71K
GBT
639
Grove Bank & Trust
Florida
$3.63K +$3.6K +42 New
FFC
640
First Financial Corp
Indiana
$3.46K
BCMLT
641
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.28K
KFI
642
Key Financial Inc
Pennsylvania
$2.85K
SC
643
Schubert & Co
Texas
$2.59K +$342 +4 +15%
RFA
644
Register Financial Advisors
Georgia
$2.59K +$2.57K +30 New
QL
645
Quarry LP
New York
$2.5K -$17.5K -205 -88%
BAAM
646
Baker Avenue Asset Management
California
$2.42K
SCA
647
Stonebridge Capital Advisors
Minnesota
$2.42K
AWM
648
Abound Wealth Management
Tennessee
$2.25K
BAM
649
Bellevue Asset Management
Washington
$2.16K
DAM
650
Delta Asset Management
Tennessee
$2.16K

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.