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Ameren
AEE

680 hedge funds and large institutions have $15.4B invested in Ameren in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 251 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

2.45% more ownership

Funds ownership: 78.57% → 81.02% (+2.4%)

2% more funds holding

Funds holding: 669 → 680 (+11)

0% less capital invested

Capital invested by funds: $15.4B → $15.4B (-$25.7M)

18% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 251

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

32% less call options, than puts

Call options by funds: $32M | Put options by funds: $46.8M

Holders
680
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
9.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
94
Increased
205
Reduced
251
Closed
72
Calls
$32M
Puts
$46.8M
Net Calls
-$14.8M
Net Calls Change
-$5.67M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$440M
2
Invesco
Invesco
Georgia
+$274M
3
Ameriprise
Ameriprise
Minnesota
+$207M
4
Morgan Stanley
Morgan Stanley
New York
+$191M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$121M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$173M
2
Deutsche Bank
Deutsche Bank
Germany
-$129M
3
Fidelity International
Fidelity International
Bermuda
-$126M
4
CVA
Ceredex Value Advisors
Florida
-$96.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$92.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
701
Y-Intercept (HK)
Hong Kong
– -$1.54M -20,585 Closed
QT
702
Quantbot Technologies
New York
– -$1.54M -20,525 Closed
OQS
703
Occudo Quantitative Strategies
Florida
– -$1.41M -18,815 Closed
IFU
704
iSAM Funds (UK)
United Kingdom
– -$1.32M -17,656 Closed
GCP
705
Garda Capital Partners
Minnesota
– -$1.08M -14,491 Closed
QCM
706
Qsemble Capital Management
New York
– -$898K -12,000 Closed
LWMM
707
Legacy Wealth Management (Mississippi)
Mississippi
– -$871K -11,645 Closed
MC
708
Machina Capital
France
– -$858K -11,471 Closed
FRM
709
Fox Run Management
Connecticut
– -$849K -11,352 Closed
SM
710
Sciencast Management
New Jersey
– -$795K -10,628 Closed
TC
711
Toews Corporation
New Jersey
– -$748K -10,000 Closed
DFCM
712
Dark Forest Capital Management
Puerto Rico
– -$700K -9,361 Closed
ACP
713
Arcus Capital Partners
Georgia
– -$699K -9,347 Closed
Allianz Asset Management
714
Allianz Asset Management
Germany
– -$584K -7,800 Closed
GAM
715
Gotham Asset Management
New York
– -$542K -7,238 Closed
AAM
716
Ardevora Asset Management
United Kingdom
– -$531K -7,100 Closed
PTC
717
Petrus Trust Company
Texas
– -$525K -7,018 Closed
BS
718
Bessemer Securities
New York
– -$482K -6,437 Closed
Fayez Sarofim & Co
719
Fayez Sarofim & Co
Texas
– -$355K -4,747 Closed
BL
720
Balentine LLC
Georgia
– -$353K -4,711 Closed
AAS
721
Avantax Advisory Services
Texas
– -$350K -4,672 Closed
FPAS
722
Focus Partners Advisor Solutions
Missouri
– -$325K -4,348 Closed
Legacy Financial Group (Iowa)
723
Legacy Financial Group (Iowa)
Iowa
– -$309K -4,130 Closed
FMAEN1
724
Fund Management at Engine No 1
California
– -$281K -3,758 Closed
PVI
725
Pine Valley Investments
New Jersey
– -$271K -3,623 Closed
27 28
29
30 31

AEE Hedge Fund Activity: Q4 2023 in Review

680 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q4 2023, worth a combined $15.4B — down 0.17% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AEE positions and 72 closed out — a net gain of 22 holders — while 205 added to existing stakes and 251 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $440M. The largest seller was JP Morgan Chase, cutting an estimated $173M.

  • 680 institutional investors held Ameren (AEE) as of Q4 2023, up from 669 in Q3 2023.
  • Funds reported $15.4B of Ameren stock for Q4 2023, down 0.17% quarter-over-quarter.
  • 94 funds opened new Ameren positions in Q4 2023 and 72 closed out, a net change of +22 holders.
  • The largest Ameren buyer in Q4 2023 was T. Rowe Price Associates, an estimated $440M added.
  • The largest Ameren seller in Q4 2023 was JP Morgan Chase, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2023.