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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$464K -$98K -1,848 -16%
ASRS
127
Arizona State Retirement System
Arizona
$459K +$14.1K +266 +3%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$439K +$47.3K +893 +11%
TF
129
TIAA FSB
Florida
$419K -$84.3K -1,591 -16%
RA
130
Royce & Associates
New York
$418K
FRM
131
Fox Run Management
Connecticut
$409K +$440K +8,306 New
UH
132
Unigestion Holding
Switzerland
$375K +$37K +698 +10%
I
133
INVST
Indiana
$372K
NCM
134
Northside Capital Management
Oregon
$369K
Canada Life
135
Canada Life
Manitoba, Canada
$362K +$210K +3,965 +117%
SEI Investments
136
SEI Investments
Pennsylvania
$353K -$40.1K -756 -10%
Victory Capital Management
137
Victory Capital Management
Texas
$322K -$826K -15,584 -70%
UBS Group
138
UBS Group
Switzerland
$313K +$27K +509 +9%
SG Americas Securities
139
SG Americas Securities
New York
$307K -$349K -6,576 -51%
OAM
140
Oppenheimer Asset Management
New York
$305K -$321K -6,057 -49%
Osaic Holdings
141
Osaic Holdings
Arizona
$303K -$222K -4,190 -40%
HC
142
Henshaw Capital
Massachusetts
$297K
JFG
143
Jefferies Financial Group
New York
$290K +$312K +5,891 New
QT
144
Quantbot Technologies
New York
$285K +$307K +5,798 New
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$283K
NIM
146
NXG Investment Management
Texas
$277K -$362K -6,824 -55%
II
147
Inspire Investing
Idaho
$274K +$75.1K +1,417 +34%
SRC
148
Sage Rhino Capital
California
$273K +$43.8K +827 +17%
MFS
149
Mirabella Financial Services
United Kingdom
$269K +$290K +5,470 New
Cerity Partners
150
Cerity Partners
New York
$254K +$274K +5,160 New

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.