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452 hedge funds and large institutions have $6.9B invested in Ameren in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 180 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $1.81M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

27% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 142

4% more funds holding

Funds holding: 436452 (+16)

0.34% more ownership

Funds ownership: 65.74%66.08% (+0.34%)

10% less capital invested

Capital invested by funds: $7.67B → $6.9B (-$777M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
452
Holders Change
+16
Holders Change %
+3.67%
% of All Funds
11.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
55
Increased
180
Reduced
142
Closed
35
Calls
$5.61M
Puts
$1.81M
Net Calls
+$3.8M
Net Calls Change
+$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$939M +$39.2M +904,645 +4%
State Street
2
State Street
Massachusetts
$525M -$8.82M -203,458 -2%
BIT
3
BlackRock Institutional Trust
California
$269M -$780K -17,990 -0.3%
EIP
4
Epoch Investment Partners
New York
$198M -$1.94M -44,700 -1%
Lazard Asset Management
5
Lazard Asset Management
New York
$187M -$87.5M -2,017,893 -32%
BFA
6
BlackRock Fund Advisors
California
$180M +$25.6M +589,803 +17%
Goldman Sachs
7
Goldman Sachs
New York
$178M +$116M +2,683,715 +187%
Franklin Resources
8
Franklin Resources
California
$139M -$92.8M -2,139,092 -40%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$133M -$3.28M -75,618 -2%
Northern Trust
10
Northern Trust
Illinois
$126M -$5.67M -130,807 -4%
SFM
11
Systematic Financial Management
New Jersey
$110M +$56.8M +1,308,794 +106%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$107M +$10.8M +249,840 +11%
Jennison Associates
13
Jennison Associates
New York
$101M
Allianz Asset Management
14
Allianz Asset Management
Germany
$99.5M -$25.4M -584,616 -20%
Boston Partners
15
Boston Partners
Massachusetts
$95.8M +$7.51M +173,076 +8%
BG
16
BlackRock Group
United Kingdom
$94.3M +$1.02M +23,622 +1%
Ameriprise
17
Ameriprise
Minnesota
$92.8M -$3.19M -73,551 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$88.7M -$32.8M -755,709 -27%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$87.2M +$13.9M +320,233 +19%
Invesco
20
Invesco
Georgia
$86.4M +$53.4M +1,230,408 +160%
Fidelity International
21
Fidelity International
Bermuda
$86.3M +$11M +253,371 +15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$84.6M -$256K -5,908 -0.3%
Legal & General Group
23
Legal & General Group
United Kingdom
$83.4M +$1.15M +26,490 +1%
LM
24
Luminus Management
Texas
$82.6M +$16.6M +382,234 +25%
CIA
25
ClearBridge Investments (Australia)
Australia
$78.7M +$79M +1,820,980 New

AEE Hedge Fund Activity: Q4 2015 in Review

452 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q4 2015, worth a combined $6.9B — down 10% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AEE positions and 35 closed out — a net gain of 20 holders — while 180 added to existing stakes and 142 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $116M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $972M sold.

  • 452 institutional investors held Ameren (AEE) as of Q4 2015, up from 436 in Q3 2015.
  • Funds reported $6.9B of Ameren stock for Q4 2015, down 10% quarter-over-quarter.
  • 55 funds opened new Ameren positions in Q4 2015 and 35 closed out, a net change of +20 holders.
  • The largest Ameren buyer in Q4 2015 was Goldman Sachs, an estimated $116M added.
  • The largest Ameren seller in Q4 2015 was Americafirst Capital Management, an estimated $972M sold.

Based on aggregated 13F filings for Q4 2015.