We are live on ! Find out more
AMRC icon

Ameresco

200 hedge funds and large institutions have $1.61B invested in Ameresco in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.14% more ownership

Funds ownership: 92.96%97.1% (+4.1%)

4% more capital invested

Capital invested by funds: $1.55B → $1.61B (+$62.6M)

3% less call options, than puts

Call options by funds: $2.41M | Put options by funds: $2.48M

3% less funds holding

Funds holding: 207200 (-7)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
84
Reduced
54
Closed
31
Calls
$2.41M
Puts
$2.48M
Net Calls
-$74K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$12.6M
RCW
27
Rheos Capital Works
Japan
$12.2M
Charles Schwab
28
Charles Schwab
California
$12.2M +$139K +3,088 +1%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.8M
Millennium Management
30
Millennium Management
New York
$11.5M +$9.39M +208,427 +718%
EAM
31
Erste Asset Management
Austria
$10.7M -$370K -8,204 -4%
ACM
32
Arosa Capital Management
Florida
$10.5M +$3.27M +72,500 +51%
First Eagle Investment Management
33
First Eagle Investment Management
New York
$10.4M +$2.7M +59,895 +39%
Jennison Associates
34
Jennison Associates
New York
$10.3M +$129K +2,872 +1%
First Trust Advisors
35
First Trust Advisors
Illinois
$10.1M -$1.97M -43,708 -17%
Amundi
36
Amundi
France
$9.79M +$853K +18,946 +10%
American Century Companies
37
American Century Companies
Missouri
$9.42M +$73.3K +1,627 +0.8%
KACA
38
Kayne Anderson Capital Advisors
California
$8.61M +$59K +1,310 +0.7%
BP
39
Bandera Partners
New York
$8.47M
Daiwa Securities Group
40
Daiwa Securities Group
Japan
$8.35M +$1.36M +30,300 +21%
LOAMU
41
Lombard Odier Asset Management (USA)
New York
$8.02M +$6.54M +145,288 +737%
ZCM
42
Ziegler Capital Management
Illinois
$7.7M +$1.47M +32,546 +26%
Legal & General Group
43
Legal & General Group
United Kingdom
$7.22M +$5.34M +118,450 +395%
Bank of America
44
Bank of America
North Carolina
$7.12M -$2.65M -58,909 -29%
GA
45
Gagnon Advisors
New York
$7.06M
HI
46
Handelsinvest Investeringsforvaltning
Denmark
$6.85M -$1.74M -38,625 -22%
AA
47
ALPS Advisors
Colorado
$6.65M -$250K -5,543 -4%
Goldman Sachs
48
Goldman Sachs
New York
$6.5M -$7.31M -162,356 -55%
Marshall Wace
49
Marshall Wace
United Kingdom
$6.37M +$4.05M +90,004 +219%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$6.03M +$3.96K +88 +0.1%

AMRC Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q2 2023, worth a combined $1.61B — up 4% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMRC and 25 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 84 added.

The largest buyer was Swedbank, adding an estimated $12.2M. The largest seller was Fred Alger Management, exiting entirely with an estimated $18.4M sold.

  • 200 institutional investors held Ameresco (AMRC) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.61B of Ameresco stock for Q2 2023, up 4% quarter-over-quarter.
  • 25 funds opened new Ameresco positions in Q2 2023 and 31 closed out, a net change of -6 holders.
  • The largest Ameresco buyer in Q2 2023 was Swedbank, an estimated $12.2M added.
  • The largest Ameresco seller in Q2 2023 was Fred Alger Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2023.