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Ameresco

207 hedge funds and large institutions have $1.55B invested in Ameresco in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $2.28M

43% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 60

1.85% more ownership

Funds ownership: 91.11%92.96% (+1.9%)

4% less funds holding

Funds holding: 215207 (-8)

10% less capital invested

Capital invested by funds: $1.72B → $1.55B (-$173M)

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
3.3%
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
60
Closed
32
Calls
$3.51M
Puts
$2.28M
Net Calls
+$1.22M
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Atticus Wealth Management
Florida
$29.5K
FDCDDQ
177
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K
VanEck Associates
178
VanEck Associates
New York
$25K -$318 -6 -1%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$19.7K +$21.2K +400 New
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$19K +$1.06K +20 +5%
GWM
181
Geneos Wealth Management
Colorado
$13.3K
KFI
182
Key Financial Inc
Pennsylvania
$7.88K
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.56K +86 +151%
BAM
184
Belpointe Asset Management
Nevada
$6.47K
RA
185
Rational Advisors
New York
$6.3K
TWA
186
TCI Wealth Advisors
Arizona
$4.97K -$1.59K -30 -23%
FP
187
Financial Perspectives
Minnesota
$4.92K
BCMLT
188
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.92K +$5.3K +100 New
US Bancorp
189
US Bancorp
Minnesota
$4.87K +$1.01K +19 +24%
AAG
190
Armstrong Advisory Group
Massachusetts
$3.45K
BWA
191
BDO Wealth Advisors
Florida
$3.4K
PP
192
Pacifica Partners
Canada
$3.11K
RFG
193
RFP Financial Group
Georgia
$2.81K -$65.3K -1,231 -96%
NC
194
NewSquare Capital
Pennsylvania
$1.18K
PA
195
Parallel Advisors
California
$935 -$2.97K -56 -75%
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$640
SC
197
Schubert & Co
Texas
$591 +$106 +2 +20%
BIA
198
Bell Investment Advisors
California
$591 +$212 +4 +50%
EI
199
Ellevest Inc
New York
$345 -$1.96K -37 -84%
JWA
200
JFS Wealth Advisors
Pennsylvania
$296 -$742 -14 -70%

AMRC Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q1 2023, worth a combined $1.55B — down 10% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AMRC and 25 opened new positions — a net loss of 7 holders — while 60 trimmed existing stakes and 86 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $51.5M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $46.4M sold.

  • 207 institutional investors held Ameresco (AMRC) as of Q1 2023, down from 215 in Q4 2022.
  • Funds reported $1.55B of Ameresco stock for Q1 2023, down 10% quarter-over-quarter.
  • 25 funds opened new Ameresco positions in Q1 2023 and 32 closed out, a net change of -7 holders.
  • The largest Ameresco buyer in Q1 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $51.5M added.
  • The largest Ameresco seller in Q1 2023 was Lord, Abbett & Co, an estimated $46.4M sold.

Based on aggregated 13F filings for Q1 2023.