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Ameresco

180 hedge funds and large institutions have $749M invested in Ameresco in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $4.07M

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

2.26% less ownership

Funds ownership: 94.86%92.59% (-2.3%)

3% less funds holding

Funds holding: 185180 (-5)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

39% less capital invested

Capital invested by funds: $1.24B → $749M (-$488M)

100% less funds holding in top 10

Funds holding in top 10: 50 (-5)

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
58
Reduced
59
Closed
31
Calls
$5.61M
Puts
$4.07M
Net Calls
+$1.54M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$7.33K -$322K -11,141 -97%
BIG
152
Brooklyn Investment Group
New York
$7.18K +$8.84K +306 New
CA
153
Centerpoint Advisors
Massachusetts
$7K
SS
154
SBI Securities
Japan
$6.36K +$7.83K +271 New
GWM
155
Geneos Wealth Management
Colorado
$6.34K
LC
156
Lindbrook Capital
California
$5.75K -$3.99K -138 -36%
Simplex Trading
157
Simplex Trading
Illinois
$5K -$17.1K -592 -73%
SAM
158
Smartleaf Asset Management
Massachusetts
$4.48K +$2.77K +96 +97%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$3.64K +$4.48K +155 New
Osaic Holdings
160
Osaic Holdings
Arizona
$3.52K -$26.7K -926 -86%
FGC
161
Financial Gravity Companies
Texas
$3.33K +$4.1K +142 New
UA
162
USCF Advisers
California
$2.35K +$2.89K +100 New
VCM
163
Versant Capital Management
Arizona
$2.02K +$2.48K +86 New
HWM
164
Hemington Wealth Management
Virginia
$2K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$1.62K -$231 -8 -10%
QCG
166
Quadrant Capital Group
Ohio
$1.46K
GRP
167
Global Retirement Partners
California
$1.27K
HNB
168
Huntington National Bank
Ohio
$869
SC
169
Swan Capital
Florida
$822
S
170
SignatureFD
Georgia
$798 -$7.25K -251 -88%
PS
171
Principal Securities
Iowa
$587
RIL
172
Rothschild Investment LLC
Illinois
$470 -$578 -20 -50%
QL
173
Quarry LP
New York
$423 +$520 +18 New
EWA
174
EverSource Wealth Advisors
Alabama
$399 -$2.66K -92 -84%
CFS
175
CGC Financial Services
Oregon
$352

AMRC Hedge Fund Activity: Q4 2024 in Review

180 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q4 2024, worth a combined $749M — down 39% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMRC and 27 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 58 added.

The largest buyer was First Trust Advisors, adding an estimated $13.4M. The largest seller was Candriam SCA, exiting entirely with an estimated $15.9M sold.

  • 180 institutional investors held Ameresco (AMRC) as of Q4 2024, down from 185 in Q3 2024.
  • Funds reported $749M of Ameresco stock for Q4 2024, down 39% quarter-over-quarter.
  • 27 funds opened new Ameresco positions in Q4 2024 and 31 closed out, a net change of -4 holders.
  • The largest Ameresco buyer in Q4 2024 was First Trust Advisors, an estimated $13.4M added.
  • The largest Ameresco seller in Q4 2024 was Candriam SCA, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2024.