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669 hedge funds and large institutions have $15.4B invested in Ameren in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 211 increasing their positions, 248 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 77.29%78.57% (+1.3%)

7% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 70

1% less funds holding

Funds holding: 675669 (-6)

7% less capital invested

Capital invested by funds: $16.6B → $15.4B (-$1.13B)

15% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 248

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

51% less call options, than puts

Call options by funds: $8.87M | Put options by funds: $18M

Holders
669
Holders Change
-6
Holders Change %
-0.89%
% of All Funds
10.62%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
75
Increased
211
Reduced
248
Closed
70
Calls
$8.87M
Puts
$18M
Net Calls
-$9.11M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.4B -$19M -232,715 -0.7%
BlackRock
2
BlackRock
New York
$1.39B -$20.9M -255,881 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$1.19B +$141M +1,730,666 +12%
State Street
4
State Street
Massachusetts
$997M -$37.1M -455,078 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$939M -$163M -2,003,405 -14%
Ameriprise
6
Ameriprise
Minnesota
$465M -$6.18M -75,746 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$444M +$9.74M +119,455 +2%
PI
8
Putnam Investments
Massachusetts
$371M -$6.14M -75,345 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$353M -$92.6M -1,136,295 -19%
Pictet Asset Management
10
Pictet Asset Management
Switzerland
$282M +$307M +3,768,324 New
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$255M +$275M +3,374,188 +9,422%
Deutsche Bank
12
Deutsche Bank
Germany
$238M -$97.4M -1,194,119 -27%
N
13
Nuveen
North Carolina
$235M -$3.07M -37,670 -1%
Bessemer Group
14
Bessemer Group
New Jersey
$216M -$4.43M -54,375 -2%
Morgan Stanley
15
Morgan Stanley
New York
$213M +$25.5M +312,509 +12%
Invesco
16
Invesco
Georgia
$211M +$8.24M +101,023 +4%
Northern Trust
17
Northern Trust
Illinois
$182M +$2.44M +29,921 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$179M -$7.8M -95,659 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$171M +$43.4M +532,800 +30%
Goldman Sachs
20
Goldman Sachs
New York
$167M -$11.7M -143,942 -6%
Franklin Resources
21
Franklin Resources
California
$145M -$8.56K -105 -0%
AllianceBernstein
22
AllianceBernstein
Tennessee
$141M +$60.4M +741,397 +65%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$136M -$5.78M -70,926 -4%
DPIM
24
Duff & Phelps Investment Management
Illinois
$131M -$430K -5,273 -0.3%
Fidelity International
25
Fidelity International
Bermuda
$126M

AEE Hedge Fund Activity: Q3 2023 in Review

669 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q3 2023, worth a combined $15.4B — down 6.8% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AEE positions and 70 closed out — a net gain of 5 holders — while 211 added to existing stakes and 248 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $275M. The largest seller was T. Rowe Price Associates, cutting an estimated $163M.

  • 669 institutional investors held Ameren (AEE) as of Q3 2023, down from 675 in Q2 2023.
  • Funds reported $15.4B of Ameren stock for Q3 2023, down 6.8% quarter-over-quarter.
  • 75 funds opened new Ameren positions in Q3 2023 and 70 closed out, a net change of +5 holders.
  • The largest Ameren buyer in Q3 2023 was Janus Henderson Group, an estimated $275M added.
  • The largest Ameren seller in Q3 2023 was T. Rowe Price Associates, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2023.