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577 hedge funds and large institutions have $15.8B invested in Ameren in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 203 increasing their positions, 214 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $11.2M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

4% more capital invested

Capital invested by funds: $15.2B → $15.8B (+$555M)

5% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 214

2% less funds holding

Funds holding: 589577 (-12)

2.83% less ownership

Funds ownership: 78.87%76.04% (-2.8%)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

Holders
577
Holders Change
-12
Holders Change %
-2.04%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
52
Increased
203
Reduced
214
Closed
61
Calls
$22.8M
Puts
$11.2M
Net Calls
+$11.6M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.64B +$43.4M +579,018 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29B +$3.26M +43,551 +0.2%
BlackRock
3
BlackRock
New York
$1.66B +$115M +1,538,221 +8%
State Street
4
State Street
Massachusetts
$996M -$5.4M -72,087 -0.6%
Ameriprise
5
Ameriprise
Minnesota
$462M +$33.6M +448,999 +9%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$364M -$21.1M -282,099 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$358M +$12.7M +169,244 +4%
Lazard Asset Management
8
Lazard Asset Management
New York
$323M +$296M +3,946,040 +20,256%
Franklin Resources
9
Franklin Resources
California
$305M +$149M +1,991,296 +114%
JP Morgan Chase
10
JP Morgan Chase
New York
$255M +$6.56M +87,514 +3%
Legal & General Group
11
Legal & General Group
United Kingdom
$250M +$973K +12,987 +0.4%
N
12
Nuveen
North Carolina
$242M -$16.5M -220,871 -7%
Northern Trust
13
Northern Trust
Illinois
$230M -$19.9M -265,137 -9%
PI
14
Putnam Investments
Massachusetts
$201M +$7.21M +96,288 +4%
MBA
15
Maple-Brown Abbott
Australia
$181M +$23.4M +311,970 +16%
Jennison Associates
16
Jennison Associates
New York
$179M -$14.2M -189,695 -8%
AllianceBernstein
17
AllianceBernstein
Tennessee
$164M -$6.23M -83,188 -4%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$155M -$6.28M -83,808 -4%
Bessemer Group
19
Bessemer Group
New Jersey
$151M +$1.66M +22,148 +1%
Bank of America
20
Bank of America
North Carolina
$149M +$27M +360,896 +24%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$148M +$3.37M +45,050 +3%
Goldman Sachs
22
Goldman Sachs
New York
$146M -$305M -4,069,546 -69%
BC
23
Brookfield Corp
Ontario, Canada
$142M -$1.45M -19,410 -1%
DPIM
24
Duff & Phelps Investment Management
Illinois
$136M +$560K +7,480 +0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$127M -$4.48M -59,780 -4%

AEE Hedge Fund Activity: Q1 2021 in Review

577 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q1 2021, worth a combined $15.8B — up 3.6% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AEE and 52 opened new positions — a net loss of 9 holders — while 214 trimmed existing stakes and 203 added.

The largest buyer was Lazard Asset Management, adding an estimated $296M. The largest seller was Goldman Sachs, cutting an estimated $305M.

  • 577 institutional investors held Ameren (AEE) as of Q1 2021, down from 589 in Q4 2020.
  • Funds reported $15.8B of Ameren stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 52 funds opened new Ameren positions in Q1 2021 and 61 closed out, a net change of -9 holders.
  • The largest Ameren buyer in Q1 2021 was Lazard Asset Management, an estimated $296M added.
  • The largest Ameren seller in Q1 2021 was Goldman Sachs, an estimated $305M sold.

Based on aggregated 13F filings for Q1 2021.