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Ameresco

185 hedge funds and large institutions have $770M invested in Ameresco in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

2% more funds holding

Funds holding: 182185 (+3)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

2.46% less ownership

Funds ownership: 95.48%93.02% (-2.5%)

26% less capital invested

Capital invested by funds: $1.04B → $770M (-$265M)

57% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $5.21M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.66%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
59
Reduced
63
Closed
34
Calls
$2.24M
Puts
$5.21M
Net Calls
-$2.97M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$7.11M +$2.91M +129,884 +79%
Charles Schwab
27
Charles Schwab
California
$6.96M +$816K +36,431 +14%
RPA
28
Rock Point Advisors
Vermont
$6.94M +$726K +32,402 +13%
RCW
29
Rheos Capital Works
Japan
$6.65M
Millennium Management
30
Millennium Management
New York
$6.53M +$6.07M +270,714 New
DnB Asset Management
31
DnB Asset Management
Norway
$6.37M +$5.92M +264,116 New
Bank of America
32
Bank of America
North Carolina
$5.54M -$196K -8,740 -4%
Jennison Associates
33
Jennison Associates
New York
$5.19M -$73.1K -3,262 -1%
DRP
34
Decade Renewable Partners
Texas
$5.11M +$4.75M +211,817 New
GA
35
Gagnon Advisors
New York
$4.66M
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$4.65M +$3.26M +145,396 +307%
EAM
37
Erste Asset Management
Austria
$4.38M -$815K -36,380 -16%
BP
38
Bandera Partners
New York
$4.2M
ZCM
39
Ziegler Capital Management
Illinois
$4.11M +$2.03M +90,618 +114%
CYG
40
Clean Yield Group
Vermont
$4.08M +$1.49M +66,706 +65%
Daiwa Securities Group
41
Daiwa Securities Group
Japan
$3.88M -$471K -21,000 -12%
CIS
42
Connors Investor Services
Pennsylvania
$3.45M +$837K +37,368 +35%
ACM
43
Arosa Capital Management
Florida
$3.41M +$3.17M +141,365 New
Goldman Sachs
44
Goldman Sachs
New York
$3.21M -$478K -21,352 -14%
Squarepoint
45
Squarepoint
New York
$2.63M +$2.04M +90,913 +504%
SAM
46
Storebrand Asset Management
Norway
$2.52M +$666K +29,718 +40%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.52M +$72.3K +3,228 +3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$2.52M -$284K -12,656 -11%
N
49
Nuveen
North Carolina
$2.36M +$56.3K +2,513 +3%
Amundi
50
Amundi
France
$2.25M -$993K -44,308 -27%

AMRC Hedge Fund Activity: Q1 2024 in Review

185 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q1 2024, worth a combined $770M — down 26% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AMRC positions and 34 closed out — a net gain of 4 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $8.42M. The largest seller was Aberdeen Group, exiting entirely with an estimated $14.3M sold.

  • 185 institutional investors held Ameresco (AMRC) as of Q1 2024, up from 182 in Q4 2023.
  • Funds reported $770M of Ameresco stock for Q1 2024, down 26% quarter-over-quarter.
  • 38 funds opened new Ameresco positions in Q1 2024 and 34 closed out, a net change of +4 holders.
  • The largest Ameresco buyer in Q1 2024 was D.E. Shaw & Co, an estimated $8.42M added.
  • The largest Ameresco seller in Q1 2024 was Aberdeen Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2024.