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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
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$13.3M +$6.48M +117,699 +76%
Northern Trust
27
Northern Trust
Illinois
$13.1M -$758K -13,765 -5%
CS
28
Candriam SCA
Luxembourg
$12.5M -$165 -3 -0%
EAM
29
Erste Asset Management
Austria
$11.7M +$2.82M +51,260 +24%
ZCM
30
Ziegler Capital Management
Illinois
$11M -$312K -5,666 -2%
NIP
31
Nicholas Investment Partners
California
$10.3M +$2.39M +43,347 +26%
BP
32
Bandera Partners
New York
$10.1M -$11.5M -208,337 -50%
MS
33
Maven Securities
Jersey
$9.18M +$10.9M +197,500 New
JP Morgan Chase
34
JP Morgan Chase
New York
$8.8M +$6.05M +109,846 +154%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$8.75M +$397K +7,199 +4%
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.05M +$9.12M +165,576 New
EA
37
Emerald Advisers
Pennsylvania
$7.64M +$8.66M +157,170 New
N
38
Nuveen
North Carolina
$7.63M +$2.16M +39,144 +33%
Charles Schwab
39
Charles Schwab
California
$7.4M +$336K +6,095 +4%
Citigroup
40
Citigroup
New York
$7.25M -$2.27M -41,259 -22%
MWNA
41
Marshall Wace North America
New York
$6.67M +$7.56M +137,264 New
HI
42
Handelsinvest Investeringsforvaltning
Denmark
$6.27M -$83.7K -1,519 -1%
Bank of America
43
Bank of America
North Carolina
$6.21M +$2.83M +51,373 +67%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$5.36M – – –
WC
45
Walthausen & Co
New York
$5.35M +$1.72M +31,160 +40%
OCA
46
Otter Creek Advisors
Florida
$5.24M +$1.67M +30,229 +39%
SBH
47
Segall Bryant & Hamill
Illinois
$5.24M +$2.86M +51,874 +93%
NWM
48
Nicola Wealth Management
British Columbia, Canada
$4.62M +$1.65M +30,000 +46%
CIS
49
Connors Investor Services
Pennsylvania
$4.14M +$1.26M +22,913 +37%
Millennium Management
50
Millennium Management
New York
$4.06M +$4.6M +83,579 New
1
2
3 4 5

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.