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Ameresco
AMRC

Overview Fund Activity

201 hedge funds and large institutions have $1.22B invested in Ameresco in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.54%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
45
Increased
86
Reduced
52
Closed
37
Calls
$16.8M
Puts
$4.42M
Net Calls
+$12.4M
Net Calls Change
-$5.26M

Top Buyers

1
SIMG
Stephens Investment Management Group
Texas
$32.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$92M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$24M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$119M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.1M

Top Sellers

1
SIM
SW Investment Management
Colorado
$0
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$56M
3
Invesco
Invesco
Georgia
$45.2M
4
BP
Bandera Partners
New York
$10.1M
5
DCM
Driehaus Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
176
Exchange Traded Concepts
Oklahoma
$60K +$60K +1,243 New
HIA
177
Harbor Investment Advisory
Maryland
$57K +$17.4K +359 +44%
APA
178
American Portfolios Advisors
New York
$45.1K – – –
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$45K +$2.14K +44 +5%
AWM
180
Atticus Wealth Management
Florida
$29K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.6K – – –
VFA
182
Valeo Financial Advisors
Indiana
$19K -$11.8K -241 -38%
GWM
183
Geneos Wealth Management
Colorado
$16K +$254 +5 +2%
NICM
184
Neo Ivy Capital Management
New York
$16K +$16K +335 New
SPIA
185
Steward Partners Investment Advisory
New York
$14.6K +$14.6K +300 New
CG
186
Cutler Group
California
$14K +$14K +301 New
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
PCG
188
Private Capital Group
Connecticut
$9K -$2.56K -51 -22%
HI
189
Harbour Investments
Wisconsin
$8K +$8K +162 New
APC
190
Aspire Private Capital
North Carolina
$8K +$8K +164 New
BWP
191
Baldwin Wealth Partners
Massachusetts
$5K – – –
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +100 New
Fidelity Investments
193
Fidelity Investments
Massachusetts
$3K -$3.34K -78 -53%
BWA
194
BDO Wealth Advisors
Florida
$3K – – –
US Bancorp
195
US Bancorp
Minnesota
$2K -$3.17K -76 -61%
EI
196
Ellevest Inc
New York
$2K +$2K +34 New
TWA
197
TCI Wealth Advisors
Arizona
$2K +$2K +44 New
AIG
198
American International Group
New York
$699 +$2 +38 +0.3%
FGAM
199
Financial Gravity Asset Management
Texas
$79 +$79 +2 New
SIM
200
SW Investment Management
Colorado
– -$37M -708,877 Closed
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8
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