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
BW
151
Bison Wealth
Georgia
$253K -$10.3K -195 -3%
CA
152
Cetera Advisors
Colorado
$244K +$36.5K +689 +16%
Holocene Advisors
153
Holocene Advisors
New York
$237K +$255K +4,812 New
BHIA
154
Birch Hill Investment Advisors
Massachusetts
$224K
AB
155
Amalgamated Bank
New York
$222K -$41.3K -779 -15%
Los Angeles Capital Management
156
Los Angeles Capital Management
California
$213K -$27.8K -525 -11%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$206K
AIP
158
Ameritas Investment Partners
Nebraska
$119K
AAM
159
Advisors Asset Management
Colorado
$100K +$7.1K +134 +7%
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$98.4K
BFEC
161
Benjamin F. Edwards & Company
Missouri
$98K
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$88K -$6.47K -122 -6%
TCOV
163
Trust Company of Vermont
Vermont
$81.2K
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$70.3K -$11.1K -209 -13%
ST
165
Sageworth Trust
Pennsylvania
$69.4K
PMEF
166
Point72 Middle East FZE
United Arab Emirates
$68.9K +$74.2K +1,400 New
KM
167
Kalos Management
Georgia
$68.5K +$73.8K +1,392 New
ETC
168
Exchange Traded Concepts
Oklahoma
$68.5K +$15.7K +297 +27%
BAMF
169
BI Asset Management Fondsmaeglerselskab
Denmark
$62K +$66.5K +1,254 New
Lazard Asset Management
170
Lazard Asset Management
New York
$61K +$32.3K +610 +97%
HIA
171
Harbor Investment Advisory
Maryland
$58K
GCM
172
Gables Capital Management
Florida
$49.2K +$53K +1,000 New
TRCT
173
Tower Research Capital (TRC)
New York
$42K +$33.8K +638 +302%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$40.6K -$583 -11 -1%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$36.9K +$37.1K +700 +1,400%

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.