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Ameresco
AMRC

204 hedge funds and large institutions have $1.22B invested in Ameresco in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 88 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.42M

69% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 52

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

13.49% more ownership

Funds ownership: 69.87% → 83.36% (+13%)

11% more capital invested

Capital invested by funds: $1.1B → $1.22B (+$119M)

3% more funds holding

Funds holding: 199 → 204 (+5)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
204
Holders Change
+5
Holders Change %
+2.51%
% of All Funds
3.58%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
88
Reduced
52
Closed
37
Calls
$16.8M
Puts
$4.42M
Net Calls
+$12.4M
Net Calls Change
-$5.26M

Top Buyers

1
SIMG
Stephens Investment Management Group
Texas
+$36.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.6M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$27.1M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$25.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$20.5M

Top Sellers

1
SIM
SW Investment Management
Colorado
-$37M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$18.1M
3
Invesco
Invesco
Georgia
-$12.4M
4
BP
Bandera Partners
New York
-$11.5M
5
DCM
Driehaus Capital Management
Illinois
-$9.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
226
Chicago Trust
Illinois
– -$215K -4,110 Closed
HIC
227
Hartline Investment Corp
Illinois
– -$212K -4,054 Closed
AB
228
Amalgamated Bank
New York
– -$201K -3,856 Closed
OSAM
229
O'Shaughnessy Asset Management
Connecticut
– -$77K -1,474 Closed
DWA
230
Dorsey Wright & Associates
California
– -$42K -797 Closed
CMBA
231
C.M. Bidwell & Associates
Hawaii
– -$40K -765 Closed
Lazard Asset Management
232
Lazard Asset Management
New York
– -$36K -704 Closed
ASN
233
Advisory Services Network
Georgia
– -$30K -567 Closed
OPW
234
Oxler Private Wealth
New York
– -$20K -385 Closed
HFM
235
Harvest Fund Management
China
– -$19K -374 Closed
MSFP
236
Mark Sheptoff Financial Planning
Connecticut
– -$10K -200 Closed
IA
237
IFP Advisors
Florida
– -$5.51K -100 Closed
PCA
238
Peddock Capital Advisors
Massachusetts
– -$4K -69 Closed
GEA
239
Glen Eagle Advisors
New Jersey
– -$2.61K -50 Closed
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
– -$2.15K -39 -76%
PA
241
Parallel Advisors
California
– +$441 +8 New
6 7 8 9
10

AMRC Hedge Fund Activity: Q1 2021 in Review

204 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q1 2021, worth a combined $1.22B — up 11% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AMRC positions and 37 closed out — a net gain of 9 holders — while 88 added to existing stakes and 52 trimmed.

The largest buyer was Stephens Investment Management Group, opening a new position worth an estimated $36.6M. The largest seller was SW Investment Management, exiting entirely with an estimated $37M sold.

  • 204 institutional investors held Ameresco (AMRC) as of Q1 2021, up from 199 in Q4 2020.
  • Funds reported $1.22B of Ameresco stock for Q1 2021, up 11% quarter-over-quarter.
  • 46 funds opened new Ameresco positions in Q1 2021 and 37 closed out, a net change of +9 holders.
  • The largest Ameresco buyer in Q1 2021 was Stephens Investment Management Group, an estimated $36.6M added.
  • The largest Ameresco seller in Q1 2021 was SW Investment Management, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2021.