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Ameresco

211 hedge funds and large institutions have $2.22B invested in Ameresco in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more call options, than puts

Call options by funds: $12M | Put options by funds: $2.05M

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5.79% more ownership

Funds ownership: 80.56%86.35% (+5.8%)

1% more capital invested

Capital invested by funds: $2.19B → $2.22B (+$31.7M)

5% less funds holding

Funds holding: 223211 (-12)

26% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 43

Holders
211
Holders Change
-12
Holders Change %
-5.38%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
32
Increased
91
Reduced
62
Closed
43
Calls
$12M
Puts
$2.05M
Net Calls
+$9.91M
Net Calls Change
+$5.16M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Atticus Wealth Management
Florida
$48K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.8K
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$29K -$9.33K -148 -29%
TRCT
179
Tower Research Capital (TRC)
New York
$27K -$5.8K -92 -22%
VanEck Associates
180
VanEck Associates
New York
$26K +$8.58K +136 +71%
SWM
181
Selective Wealth Management
Virginia
$24K
GWM
182
Geneos Wealth Management
Colorado
$21K +$126 +2 +0.7%
PFS
183
Prospera Financial Services
Texas
$19K +$14.8K +234 New
AF
184
Allworth Financial
California
$19K +$15.5K +245 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$16K +$12.2K +193 +1,930%
IA
186
IFP Advisors
Florida
$15K +$1.83K +29 New
KFI
187
Key Financial Inc
Pennsylvania
$13K +$10.1K +160 New
Bessemer Group
188
Bessemer Group
New Jersey
$12K
TWA
189
TCI Wealth Advisors
Arizona
$12K +$1.32K +21 +16%
RA
190
Rational Advisors
New York
$10K +$7.82K +124 New
LSA
191
Leonteq Securities AG
Switzerland
$9.86K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$8K +$6.31K +100 New
FP
193
Financial Perspectives
Minnesota
$7.95K +$6.31K +100 New
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$6K -$10.5K -166 -66%
BWP
195
Baldwin Wealth Partners
Massachusetts
$6K -$1.39K -22 -22%
BWA
196
BDO Wealth Advisors
Florida
$5K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$4K +$1.58K +25 +104%
PA
198
Parallel Advisors
California
$2K -$441 -7 -25%
T
199
TCWP
Ohio
$2K +$2.21K +35 New
US Bancorp
200
US Bancorp
Minnesota
$1K -$14K -222 -96%

AMRC Hedge Fund Activity: Q1 2022 in Review

211 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q1 2022, worth a combined $2.22B — up 1.4% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of AMRC and 32 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 91 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $73.7M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $20.9M sold.

  • 211 institutional investors held Ameresco (AMRC) as of Q1 2022, down from 223 in Q4 2021.
  • Funds reported $2.22B of Ameresco stock for Q1 2022, up 1.4% quarter-over-quarter.
  • 32 funds opened new Ameresco positions in Q1 2022 and 43 closed out, a net change of -11 holders.
  • The largest Ameresco buyer in Q1 2022 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $73.7M added.
  • The largest Ameresco seller in Q1 2022 was Driehaus Capital Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.