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680 hedge funds and large institutions have $15.4B invested in Ameren in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 251 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 72

2.45% more ownership

Funds ownership: 78.57%81.02% (+2.4%)

2% more funds holding

Funds holding: 669680 (+11)

0% less capital invested

Capital invested by funds: $15.4B → $15.4B (-$25.7M)

18% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 251

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less call options, than puts

Call options by funds: $32M | Put options by funds: $46.8M

Holders
680
Holders Change
+11
Holders Change %
+1.64%
% of All Funds
9.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
94
Increased
205
Reduced
251
Closed
72
Calls
$32M
Puts
$46.8M
Net Calls
-$14.8M
Net Calls Change
-$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.34B +$13.8M +180,794 +0.6%
BlackRock
2
BlackRock
New York
$1.33B -$12.5M -164,073 -0.9%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.33B +$440M +5,790,342 +46%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.07B -$83M -1,090,887 -7%
State Street
5
State Street
Massachusetts
$1.02B +$63.8M +838,595 +6%
Ameriprise
6
Ameriprise
Minnesota
$647M +$207M +2,721,268 +44%
Invesco
7
Invesco
Georgia
$465M +$274M +3,607,791 +128%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$438M +$9.68M +127,221 +2%
Morgan Stanley
9
Morgan Stanley
New York
$388M +$191M +2,513,534 +88%
PI
10
Putnam Investments
Massachusetts
$370M +$11.9M +156,733 +3%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$362M +$121M +1,593,274 +47%
Pictet Asset Management
12
Pictet Asset Management
Switzerland
$284M +$11.9M +156,063 +4%
N
13
Nuveen
North Carolina
$216M -$12.3M -161,464 -5%
Bessemer Group
14
Bessemer Group
New Jersey
$206M -$2.4M -31,536 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M +$21.8M +286,609 +13%
JP Morgan Chase
16
JP Morgan Chase
New York
$177M -$173M -2,274,299 -48%
Northern Trust
17
Northern Trust
Illinois
$172M -$3.72M -48,909 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$163M -$10.2M -134,343 -6%
Goldman Sachs
19
Goldman Sachs
New York
$157M -$4.09M -53,782 -2%
Franklin Resources
20
Franklin Resources
California
$140M -$293K -3,854 -0.2%
AllianceBernstein
21
AllianceBernstein
Tennessee
$136M -$253K -3,331 -0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$129M -$2.6M -34,242 -2%
DPIM
23
Duff & Phelps Investment Management
Illinois
$128M +$890K +11,705 +0.7%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$118M -$612K -8,052 -0.5%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$117M -$2M -26,309 -2%

AEE Hedge Fund Activity: Q4 2023 in Review

680 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ameren (AEE) for Q4 2023, worth a combined $15.4B — down 0.17% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new AEE positions and 72 closed out — a net gain of 22 holders — while 205 added to existing stakes and 251 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $440M. The largest seller was JP Morgan Chase, cutting an estimated $173M.

  • 680 institutional investors held Ameren (AEE) as of Q4 2023, up from 669 in Q3 2023.
  • Funds reported $15.4B of Ameren stock for Q4 2023, down 0.17% quarter-over-quarter.
  • 94 funds opened new Ameren positions in Q4 2023 and 72 closed out, a net change of +22 holders.
  • The largest Ameren buyer in Q4 2023 was T. Rowe Price Associates, an estimated $440M added.
  • The largest Ameren seller in Q4 2023 was JP Morgan Chase, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2023.