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394 hedge funds and large institutions have $5.23B invested in Ameren in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

5% more funds holding

Funds holding: 374394 (+20)

2% more capital invested

Capital invested by funds: $5.14B → $5.23B (+$88M)

0.77% more ownership

Funds ownership: 61.47%62.24% (+0.77%)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 151

28% less call options, than puts

Call options by funds: $6.06M | Put options by funds: $8.4M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
394
Holders Change
+20
Holders Change %
+5.35%
% of All Funds
12.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
54
Increased
129
Reduced
151
Closed
29
Calls
$6.06M
Puts
$8.4M
Net Calls
-$2.34M
Net Calls Change
+$494K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$597M -$4.59M -132,416 -0.8%
State Street
2
State Street
Massachusetts
$434M -$7.73M -223,144 -2%
BIT
3
BlackRock Institutional Trust
California
$218M -$4.67M -134,721 -2%
First Manhattan
4
First Manhattan
New York
$184M -$6.15M -177,407 -3%
EIP
5
Epoch Investment Partners
New York
$152M +$65.1M +1,880,323 +76%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$122M -$16.5M -475,106 -12%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$118M +$64.8M +1,870,053 +124%
BFA
8
BlackRock Fund Advisors
California
$115M -$12.5M -360,437 -10%
Northern Trust
9
Northern Trust
Illinois
$112M -$4.45M -128,302 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$102M +$4.6M +132,852 +5%
Franklin Resources
11
Franklin Resources
California
$96.6M +$93.7M +2,704,950 +4,072%
SFM
12
Systematic Financial Management
New Jersey
$92.1M +$91.6M +2,642,974 New
AAMU
13
Amundi Asset Management US
Massachusetts
$90.6M -$11.1M -318,990 -11%
Ameriprise
14
Ameriprise
Minnesota
$82.8M -$3.9M -112,425 -5%
Charles Schwab
15
Charles Schwab
California
$81.5M +$732K +21,129 +0.9%
PI
16
Putnam Investments
Massachusetts
$76M +$25.2K +726 +0%
Capital Research Global Investors
17
Capital Research Global Investors
California
$72.8M
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$70.9M -$9.41M -271,535 -12%
BG
19
BlackRock Group
United Kingdom
$65.3M +$4.4M +126,865 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$60.6M +$1.98M +57,243 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$58.3M +$17M +490,940 +42%
Invesco
22
Invesco
Georgia
$56.7M -$2.88M -83,202 -5%
Morgan Stanley
23
Morgan Stanley
New York
$56M -$1.78M -51,359 -3%
DPIM
24
Duff & Phelps Investment Management
Illinois
$54.9M +$2.58M +74,580 +5%
Goldman Sachs
25
Goldman Sachs
New York
$52M +$8.71M +251,355 +20%

AEE Hedge Fund Activity: Q3 2013 in Review

394 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q3 2013, worth a combined $5.23B — up 1.7% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AEE positions and 29 closed out — a net gain of 25 holders — while 129 added to existing stakes and 151 trimmed.

The largest buyer was Franklin Resources, adding an estimated $93.7M. The largest seller was Millennium Management, cutting an estimated $85.8M.

  • 394 institutional investors held Ameren (AEE) as of Q3 2013, up from 374 in Q2 2013.
  • Funds reported $5.23B of Ameren stock for Q3 2013, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ameren positions in Q3 2013 and 29 closed out, a net change of +25 holders.
  • The largest Ameren buyer in Q3 2013 was Franklin Resources, an estimated $93.7M added.
  • The largest Ameren seller in Q3 2013 was Millennium Management, an estimated $85.8M sold.

Based on aggregated 13F filings for Q3 2013.