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564 hedge funds and large institutions have $11.4B invested in Ameren in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $2.22M

27% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 66

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 550564 (+14)

2% more capital invested

Capital invested by funds: $11.1B → $11.4B (+$248M)

0.24% more ownership

Funds ownership: 72.66%72.91% (+0.24%)

11% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 196

Holders
564
Holders Change
+14
Holders Change %
+2.55%
% of All Funds
12.57%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
84
Increased
174
Reduced
196
Closed
66
Calls
$8.13M
Puts
$2.22M
Net Calls
+$5.91M
Net Calls Change
+$3.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Brookfield Corp
Ontario, Canada
$43.5M +$28.2M +423,275 +174%
Principal Financial Group
52
Principal Financial Group
Iowa
$43.2M +$19.1M +286,093 +76%
PAM
53
Panagora Asset Management
Massachusetts
$43.1M -$4.48M -67,220 -9%
First Trust Advisors
54
First Trust Advisors
Illinois
$39.1M -$340K -5,095 -0.8%
GF
55
Gabelli Funds
New York
$38.3M
N
56
Nuveen
North Carolina
$38M +$25.4M +380,366 +188%
MAM
57
Martingale Asset Management
Massachusetts
$36.7M -$2.48M -37,244 -6%
Asset Management One
58
Asset Management One
Japan
$35.5M +$3.63M +54,395 +11%
TCIM
59
TIAA CREF Investment Management
New York
$34.1M -$76.3K -1,145 -0.2%
USAA
60
United Services Automobile Association
Texas
$33.4M -$3.27M -48,991 -9%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$32.7M +$1.53M +23,011 +5%
GIA
62
Gateway Investment Advisers
Ohio
$32M +$835K +12,529 +3%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$31.7M +$18.3M +274,949 +130%
Fidelity International
64
Fidelity International
Bermuda
$31.7M -$3.03M -45,470 -9%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$28.5M -$114K -1,714 -0.4%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$28M -$933K -14,000 -3%
Barclays
67
Barclays
United Kingdom
$27.6M +$1.84M +27,523 +7%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$27.6M +$741K +11,110 +3%
CS
69
Credit Suisse
Switzerland
$25.6M -$571K -8,557 -2%
KeyBank National Association
70
KeyBank National Association
Ohio
$25.3M -$1.33M -19,990 -5%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$25M +$7.15M +107,198 +39%
ORIO
72
Old Republic International (ORI)
Illinois
$25M
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$24.8M +$607K +9,106 +2%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$24.3M -$92.3K -1,384 -0.4%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$24.2M +$20.5M +307,900 +488%

AEE Hedge Fund Activity: Q4 2018 in Review

564 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q4 2018, worth a combined $11.4B — up 2.2% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new AEE positions and 66 closed out — a net gain of 18 holders — while 174 added to existing stakes and 196 trimmed.

The largest buyer was Vanguard Group, adding an estimated $100M. The largest seller was Cornerstone Wealth Management, cutting an estimated $90.1M.

  • 564 institutional investors held Ameren (AEE) as of Q4 2018, up from 550 in Q3 2018.
  • Funds reported $11.4B of Ameren stock for Q4 2018, up 2.2% quarter-over-quarter.
  • 84 funds opened new Ameren positions in Q4 2018 and 66 closed out, a net change of +18 holders.
  • The largest Ameren buyer in Q4 2018 was Vanguard Group, an estimated $100M added.
  • The largest Ameren seller in Q4 2018 was Cornerstone Wealth Management, an estimated $90.1M sold.

Based on aggregated 13F filings for Q4 2018.