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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
OCA
51
Otter Creek Advisors
Florida
$4.96M +$4.6M +102,090 New
Capital Fund Management (CFM)
52
Capital Fund Management (CFM)
France
$4.94M -$221K -4,896 -5%
CC
53
Covalis Capital
United Kingdom
$4.82M +$4.46M +99,027 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.65M -$230K -5,112 -5%
CYG
55
Clean Yield Group
Vermont
$4.62M +$2.47M +54,932 +137%
KCM
56
Kingdon Capital Management
New York
$4.62M +$4.28M +95,000 New
N
57
Nuveen
North Carolina
$4.6M +$46.8K +1,039 +1%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$4.53M +$2.38M +52,843 +131%
William Blair & Company
59
William Blair & Company
Illinois
$4.51M -$799K -17,734 -16%
SBH
60
Segall Bryant & Hamill
Illinois
$4.51M +$18.8K +418 +0.5%
Norges Bank
61
Norges Bank
Norway
$4.43M -$3.95M -87,700 -49%
RPA
62
Rock Point Advisors
Vermont
$4.34M +$1.12M +24,870 +39%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$4.33M +$937K +20,801 +30%
KBC Group
64
KBC Group
Belgium
$4.21M
DRP
65
Decade Renewable Partners
Texas
$4.13M +$3.83M +85,000 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.99M +$534K +11,844 +17%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$3.97M +$2.91M +64,494 +376%
NWM
68
Nicola Wealth Management
British Columbia, Canada
$3.89M
CS
69
Credit Suisse
Switzerland
$3.83M +$1.3M +28,815 +58%
SAM
70
Storebrand Asset Management
Norway
$3.59M -$190K -4,218 -5%
YCM
71
Yaupon Capital Management
New York
$3.46M +$3.2M +71,135 New
BCC
72
Bridge City Capital
Oregon
$3.42M +$490K +10,884 +18%
Swiss National Bank
73
Swiss National Bank
Switzerland
$3.42M +$31.5K +700 +1%
JP Morgan Chase
74
JP Morgan Chase
New York
$3.13M +$102K +2,266 +4%
Citigroup
75
Citigroup
New York
$3.08M +$2.25M +50,047 +379%

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.