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Ameresco
AMRC

Overview Fund Activity

205 hedge funds and large institutions have $1.54B invested in Ameresco in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 59 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
25
Increased
86
Reduced
59
Closed
32
Calls
$3.51M
Puts
$2.28M
Net Calls
+$1.22M
Net Calls Change
+$144K

Top Buyers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$188M
2
GIM
Granahan Investment Management
Massachusetts
$32.6M
3
Citadel Advisors
Citadel Advisors
Florida
$17.1M
4
UBS AM
UBS AM
Illinois
$12.6M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$58.6M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
2
FAM
Fred Alger Management
New York
$18.4M
3
DCM
Driehaus Capital Management
Illinois
$0
4
MAM
Montanaro Asset Management
United Kingdom
$0
5
BlackRock
BlackRock
New York
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
176
VanEck Associates
New York
$25K -$295 -6 -1%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$19.7K +$19.7K +400 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$19K +$969 +20 +5%
GWM
179
Geneos Wealth Management
Colorado
$13.3K – – –
KFI
180
Key Financial Inc
Pennsylvania
$7.88K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.21K +86 +151%
BAM
182
Belpointe Asset Management
Nevada
$6.47K – – –
RA
183
Rational Advisors
New York
$6.3K – – –
TWA
184
TCI Wealth Advisors
Arizona
$4.97K -$1.48K -30 -23%
FP
185
Financial Perspectives
Minnesota
$4.92K – – –
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.92K +$4.92K +100 New
US Bancorp
187
US Bancorp
Minnesota
$4.87K +$935 +19 +24%
AAG
188
Armstrong Advisory Group
Massachusetts
$3.45K – – –
BWA
189
BDO Wealth Advisors
Florida
$3.4K – – –
PP
190
Pacifica Partners
Canada
$3.11K – – –
RFG
191
RFP Financial Group
Georgia
$2.81K -$60.6K -1,231 -96%
NC
192
NewSquare Capital
Pennsylvania
$1.18K – – –
PA
193
Parallel Advisors
California
$935 -$2.76K -56 -75%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$640 – – –
SC
195
Schubert & Co
Texas
$591 +$99 +2 +20%
BIA
196
Bell Investment Advisors
California
$591 +$197 +4 +50%
EI
197
Ellevest Inc
New York
$345 -$1.82K -37 -84%
JWA
198
JFS Wealth Advisors
Pennsylvania
$296 -$691 -14 -70%
DI
199
Disciplined Investments
Oklahoma
$246 +$49 +1 +25%
AF
200
Advisornet Financial
Minnesota
$246 +$148 +3 +150%
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