We are live on ! Find out more
AMRC icon

Ameresco

207 hedge funds and large institutions have $1.55B invested in Ameresco in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $2.28M

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

1.85% more ownership

Funds ownership: 91.11%92.96% (+1.9%)

4% less funds holding

Funds holding: 215207 (-8)

10% less capital invested

Capital invested by funds: $1.72B → $1.55B (-$173M)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
25
Increased
86
Reduced
60
Closed
32
Calls
$3.51M
Puts
$2.28M
Net Calls
+$1.22M
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
Gagnon Securities
New York
$13M +$80.3K +1,515 +0.6%
UBS AM
27
UBS AM
Illinois
$12.6M +$13.6M +256,728 New
First Trust Advisors
28
First Trust Advisors
Illinois
$12.4M -$961K -18,137 -7%
RCW
29
Rheos Capital Works
Japan
$12.3M
Charles Schwab
30
Charles Schwab
California
$12.2M +$18.1K +341 +0.1%
EMFAT
31
Emerald Mutual Fund Advisers Trust
Pennsylvania
$12M +$208K +3,930 +2%
EAM
32
Erste Asset Management
Austria
$10.6M
Jennison Associates
33
Jennison Associates
New York
$10.3M +$919K +17,337 +9%
Bank of America
34
Bank of America
North Carolina
$10.1M -$1.67M -31,412 -13%
American Century Companies
35
American Century Companies
Missouri
$9.45M -$1.16M -21,929 -10%
HI
36
Handelsinvest Investeringsforvaltning
Denmark
$8.83M +$2.18M +41,072 +30%
Norges Bank
37
Norges Bank
Norway
$8.8M +$3.88M +73,120 +69%
KACA
38
Kayne Anderson Capital Advisors
California
$8.65M +$1.4M +26,445 +18%
BP
39
Bandera Partners
New York
$8.58M
Amundi
40
Amundi
France
$8.29M
First Eagle Investment Management
41
First Eagle Investment Management
New York
$7.62M +$4.94M +93,192 +151%
GA
42
Gagnon Advisors
New York
$7.15M
ACM
43
Arosa Capital Management
Florida
$7.06M -$1.83M -34,592 -19%
AA
44
ALPS Advisors
Colorado
$7M -$2.01M -37,906 -21%
Daiwa Securities Group
45
Daiwa Securities Group
Japan
$6.96M +$1.8M +34,000 +32%
ZCM
46
Ziegler Capital Management
Illinois
$6.19M -$101K -1,909 -1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$6.1M -$680K -12,832 -9%
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
$5.46M +$5.88M +110,944 New
William Blair & Company
49
William Blair & Company
Illinois
$5.44M -$667K -12,580 -10%
Capital Fund Management (CFM)
50
Capital Fund Management (CFM)
France
$5.24M +$467K +8,807 +9%

AMRC Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q1 2023, worth a combined $1.55B — down 10% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AMRC and 25 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 86 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $51.5M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $46.4M sold.

  • 207 institutional investors held Ameresco (AMRC) as of Q1 2023, down from 215 in Q4 2022.
  • Funds reported $1.55B of Ameresco stock for Q1 2023, down 10% quarter-over-quarter.
  • 25 funds opened new Ameresco positions in Q1 2023 and 32 closed out, a net change of -7 holders.
  • The largest Ameresco buyer in Q1 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $51.5M added.
  • The largest Ameresco seller in Q1 2023 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2023.