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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
FGA
626
Fortis Group Advisors
New Jersey
$7.48K +$8.15K +100 New
DWA
627
Delos Wealth Advisors
Texas
$7.06K
CSB
628
City State Bank
Iowa
$7K
BWM
629
Baystate Wealth Management
Massachusetts
$5.24K +$82 +1 +1%
WTA
630
Washington Trust Advisors
Massachusetts
$5.09K
BIA
631
Bell Investment Advisors
California
$4.57K -$489 -6 -9%
BCMLT
632
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.1K
SFG
633
Steward Financial Group
Texas
$3K +$3.83K +47 New
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.99K -$193K -2,363 -98%
CPG
635
Cornerstone Planning Group
New Jersey
$2.99K
RFG
636
RFP Financial Group
Georgia
$2.54K
KFI
637
Key Financial Inc
Pennsylvania
$2.47K
AWM
638
Abound Wealth Management
Tennessee
$2.32K +$408 +5 +19%
JWA
639
JFS Wealth Advisors
Pennsylvania
$2.25K -$3.02K -37 -55%
RFA
640
Register Financial Advisors
Georgia
$2.25K
PCTC
641
Perkins Coie Trust Company
Washington
$2.24K +$2.45K +30 New
SCA
642
Stonebridge Capital Advisors
Minnesota
$2.1K
EBA
643
Eagle Bay Advisors
New York
$2.06K +$82 +1 +4%
BAAM
644
Baker Avenue Asset Management
California
$2.02K -$734 -9 -25%
RMC
645
Resources Management Corp
Connecticut
$2K -$2.85K -35 -54%
DAM
646
Delta Asset Management
Tennessee
$1.87K
BAM
647
Bellevue Asset Management
Washington
$1.87K
CWC
648
Carolinas Wealth Consulting
North Carolina
$1.82K
TIM
649
Tortoise Investment Management
New York
$1.56K
TCA
650
Trifecta Capital Advisors
Illinois
$1.27K

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.