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Ameresco
AMRC

Overview Fund Activity

179 hedge funds and large institutions have $1.03B invested in Ameresco in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
-12
Holders Change %
-6.28%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
64
Reduced
67
Closed
35
Calls
$2.67M
Puts
$1.94M
Net Calls
+$728K
Net Calls Change
+$172K

Top Buyers

1
BNP Paribas Asset Management
1
BNP Paribas Asset Management
France
$22.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$25.1M
4
Macquarie Group
4
Macquarie Group
Australia
$55.6M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$128M

Top Sellers

1
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$60M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$21.9M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$14.3M
4
Axa
4
Axa
France
$3.18M
5
YCM
5
Yaupon Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$31.6K +$4.97K +157 +19%
VanEck Associates
152
VanEck Associates
New York
$20K -$935 -29 -4%
AWM
153
Atticus Wealth Management
Florida
$19K – – –
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K – – –
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$11.5K -$13.1K -415 -53%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$8.61K +$8.61K +272 New
GWM
157
Geneos Wealth Management
Colorado
$8.55K – – –
SWS
158
SYSTM Wealth Solutions
Illinois
$8.55K +$8.55K +270 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$8K +$6.54K +211 +449%
GI
160
GAMMA Investing
California
$7.48K +$7.48K +366 New
OCM
161
Orion Capital Management
California
$6.33K – – –
KFI
162
Key Financial Inc
Pennsylvania
$5.07K – – –
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.86K -$3.86K -100 -50%
FFA
164
Farther Finance Advisors
California
$3.67K +$3.67K +116 New
FP
165
Financial Perspectives
Minnesota
$3.17K – – –
TCOV
166
Trust Company of Vermont
Vermont
$1.27K -$52.3K -1,650 -98%
IA
167
IFP Advisors
Florida
$1.01K +$1.01K +32 New
LC
168
Lindbrook Capital
California
$823 +$285 +9 +53%
PA
169
Parallel Advisors
California
$602 +$253 +8 +73%
SPIA
170
Steward Partners Investment Advisory
New York
$475 – – –
CFS
171
CGC Financial Services
Oregon
$475 – – –
S
172
SignatureFD
Georgia
$317 -$1.08K -34 -77%
GRP
173
Global Retirement Partners
California
$190 +$190 +8 New
DPW
174
DiNuzzo Private Wealth
Pennsylvania
$159 +$159 +5 New
SIC
175
SJS Investment Consulting
Ohio
$127 – – –
5 6
7
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