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Ameresco
AMRC

Overview Fund Activity

197 hedge funds and large institutions have $1.1B invested in Ameresco in 2020 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
197
Holders Change
+51
Holders Change %
+34.93%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
62
Increased
55
Reduced
56
Closed
11
Calls
$18.3M
Puts
$611K
Net Calls
+$17.6M
Net Calls Change
+$16.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$30.1M
2
Invesco
2
Invesco
Georgia
$60.3M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$16.3M
4
Axa
4
Axa
France
$16.7M
5
Citigroup
5
Citigroup
New York
$9.94M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.96M
2
RA
2
Royce & Associates
New York
$26.9M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$104M
4
SCM
4
Soros Capital Management
New York
$0
5
WC
5
Walthausen & Co
New York
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
176
Lazard Asset Management
New York
$36K +$36K +704 New
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$35.6K – – –
VFA
178
Valeo Financial Advisors
Indiana
$33K +$10.5K +200 +47%
AWM
179
Atticus Wealth Management
Florida
$31K – – –
ASN
180
Advisory Services Network
Georgia
$30K +$30K +567 New
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.5K – – –
OPW
182
Oxler Private Wealth
New York
$20K +$20K +385 New
HFM
183
Harvest Fund Management
China
$19K +$19K +374 New
GWM
184
Geneos Wealth Management
Colorado
$13K +$13K +310 New
PCG
185
Private Capital Group
Connecticut
$12K -$1.83K -35 -13%
MSFP
186
Mark Sheptoff Financial Planning
Connecticut
$10K +$10K +200 New
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$10K +200 New
RCA
188
Ranch Capital Advisors
Florida
$9K +$9K +175 New
Fidelity Investments
189
Fidelity Investments
Massachusetts
$8K +$5.35K +99 +202%
US Bancorp
190
US Bancorp
Minnesota
$7K +$565 +10 +9%
BWP
191
Baldwin Wealth Partners
Massachusetts
$5K -$1.5K -30 -23%
IA
192
IFP Advisors
Florida
$5K – – –
BWA
193
BDO Wealth Advisors
Florida
$4K – – –
PCA
194
Peddock Capital Advisors
Massachusetts
$4K +$4K +69 New
GEA
195
Glen Eagle Advisors
New Jersey
$2.61K -$1.05K -20 -29%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$2K +$1.53K +39 +325%
AIG
197
American International Group
New York
$749 -$14 -264 -2%
SCM
198
Soros Capital Management
New York
– -$5.85M -175,000 Closed
OWP
199
Old Well Partners
North Carolina
– -$1.31M -39,152 Closed
PFO
200
Pathstone Family Office
New Jersey
– -$738K -22,090 Closed
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8
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