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672 hedge funds and large institutions have $17.7B invested in Ameren in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 244 increasing their positions, 219 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 219

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less capital invested

Capital invested by funds: $18.1B → $17.7B (-$462M)

1.3% less ownership

Funds ownership: 79.43%78.14% (-1.3%)

1% less funds holding

Funds holding: 681672 (-9)

61% less call options, than puts

Call options by funds: $6.8M | Put options by funds: $17.4M

Holders
672
Holders Change
-9
Holders Change %
-1.32%
% of All Funds
10.71%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
60
Increased
244
Reduced
219
Closed
56
Calls
$6.8M
Puts
$17.4M
Net Calls
-$10.6M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B +$24M +280,296 +0.9%
BlackRock
2
BlackRock
New York
$1.62B -$11.2M -130,705 -0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.41B -$67.9M -793,614 -5%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.24B +$213M +2,493,833 +21%
State Street
5
State Street
Massachusetts
$1.18B -$36.8M -429,745 -3%
Ameriprise
6
Ameriprise
Minnesota
$558M -$21.7M -253,291 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$537M +$6.21M +72,535 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$480M +$6.86M +80,099 +1%
PI
9
Putnam Investments
Massachusetts
$431M +$244M +2,855,894 +134%
Deutsche Bank
10
Deutsche Bank
Germany
$397M -$151M -1,767,224 -28%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$344M +$669K +7,810 +0.2%
N
12
Nuveen
North Carolina
$269M -$5.23M -61,147 -2%
Bessemer Group
13
Bessemer Group
New Jersey
$257M -$1.22M -14,270 -0.5%
Invesco
14
Invesco
Georgia
$245M -$7.05M -82,399 -3%
Northern Trust
15
Northern Trust
Illinois
$221M -$810K -9,465 -0.4%
Goldman Sachs
16
Goldman Sachs
New York
$220M +$23.9M +278,967 +12%
Legal & General Group
17
Legal & General Group
United Kingdom
$215M -$3.83M -44,690 -2%
Morgan Stanley
18
Morgan Stanley
New York
$181M -$49.2M -575,023 -22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$165M -$4.16M -48,600 -2%
Franklin Resources
20
Franklin Resources
California
$149M +$343K +4,008 +0.2%
Bank of America
21
Bank of America
North Carolina
$143M +$15M +174,804 +12%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$143M +$6.78M +79,171 +5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$142M -$8.39M -98,044 -6%
DPIM
24
Duff & Phelps Investment Management
Illinois
$141M -$168K -1,959 -0.1%
Fidelity International
25
Fidelity International
Bermuda
$137M +$41.9M +490,000 +45%

AEE Hedge Fund Activity: Q1 2023 in Review

672 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q1 2023, worth a combined $17.7B — down 2.5% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AEE positions and 56 closed out — a net gain of 4 holders — while 244 added to existing stakes and 219 trimmed.

The largest buyer was Putnam Investments, adding an estimated $244M. The largest seller was Deutsche Bank, cutting an estimated $151M.

  • 672 institutional investors held Ameren (AEE) as of Q1 2023, down from 681 in Q4 2022.
  • Funds reported $17.7B of Ameren stock for Q1 2023, down 2.5% quarter-over-quarter.
  • 60 funds opened new Ameren positions in Q1 2023 and 56 closed out, a net change of +4 holders.
  • The largest Ameren buyer in Q1 2023 was Putnam Investments, an estimated $244M added.
  • The largest Ameren seller in Q1 2023 was Deutsche Bank, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2023.