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Ameresco

196 hedge funds and large institutions have $1.57B invested in Ameresco in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $5.29M | Put options by funds: $2.13M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

3% more funds holding

Funds holding: 191196 (+5)

2.24% more ownership

Funds ownership: 77.89%80.13% (+2.2%)

3% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 71

4% less capital invested

Capital invested by funds: $1.64B → $1.57B (-$61.4M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
196
Holders Change
+5
Holders Change %
+2.62%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
27
Increased
69
Reduced
71
Closed
21
Calls
$5.29M
Puts
$2.13M
Net Calls
+$3.17M
Net Calls Change
-$40K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Hudock Inc
Pennsylvania
$37K -$1.65K -25 -4%
AWM
177
Atticus Wealth Management
Florida
$35K
US Bancorp
178
US Bancorp
Minnesota
$31K +$27.3K +414 +357%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.7K
SWM
180
Selective Wealth Management
Virginia
$18K
GWM
181
Geneos Wealth Management
Colorado
$16K
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$12K
PCG
183
Private Capital Group
Connecticut
$10K
VanEck Associates
184
VanEck Associates
New York
$10K +$11K +167 New
Bessemer Group
185
Bessemer Group
New Jersey
$9K +$9.88K +150 New
TWA
186
TCI Wealth Advisors
Arizona
$8K
BWP
187
Baldwin Wealth Partners
Massachusetts
$6K
Fidelity Investments
188
Fidelity Investments
Massachusetts
$5K -$29.7K -451 -83%
HI
189
Harbour Investments
Wisconsin
$5K -$3.49K -53 -38%
BWA
190
BDO Wealth Advisors
Florida
$4K
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$1K
PA
192
Parallel Advisors
California
$1K +$856 +13 +163%
QCG
193
Quadrant Capital Group
Ohio
$1K +$1.05K +16 New
S
194
SignatureFD
Georgia
$1K +$1.45K +22 New
MGIM
195
M&G Investment Management
United Kingdom
$641 -$197K -2,996 -21%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$30
MWNA
197
Marshall Wace North America
New York
-$5.65M -90,031 Closed
Franklin Resources
198
Franklin Resources
California
-$3.15M -50,300 Closed
EIM
199
Essex Investment Management
Massachusetts
-$2.35M -37,441 Closed
Ameriprise
200
Ameriprise
Minnesota
-$2.01M -32,078 Closed

AMRC Hedge Fund Activity: Q3 2021 in Review

196 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q3 2021, worth a combined $1.57B — down 3.8% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AMRC positions and 21 closed out — a net gain of 6 holders — while 69 added to existing stakes and 71 trimmed.

The largest buyer was Vanguard Group, adding an estimated $51.9M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $25.3M.

  • 196 institutional investors held Ameresco (AMRC) as of Q3 2021, up from 191 in Q2 2021.
  • Funds reported $1.57B of Ameresco stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 27 funds opened new Ameresco positions in Q3 2021 and 21 closed out, a net change of +6 holders.
  • The largest Ameresco buyer in Q3 2021 was Vanguard Group, an estimated $51.9M added.
  • The largest Ameresco seller in Q3 2021 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $25.3M sold.

Based on aggregated 13F filings for Q3 2021.