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Ameresco

200 hedge funds and large institutions have $1.61B invested in Ameresco in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.14% more ownership

Funds ownership: 92.96%97.1% (+4.1%)

4% more capital invested

Capital invested by funds: $1.55B → $1.61B (+$62.6M)

3% less call options, than puts

Call options by funds: $2.41M | Put options by funds: $2.48M

3% less funds holding

Funds holding: 207200 (-7)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
84
Reduced
54
Closed
31
Calls
$2.41M
Puts
$2.48M
Net Calls
-$74K
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PineBridge Investments
New York
$20.7K +$19.1K +425 New
PIAS
177
PCA Investment Advisory Services
Ohio
$14.6K +$13.5K +300 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$14.1K +$13.1K +290 New
GWM
179
Geneos Wealth Management
Colorado
$13.1K
BAAM
180
Baker Avenue Asset Management
California
$9.78K +$9.05K +201 New
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.73K +$4.5K +100 +100%
KFI
182
Key Financial Inc
Pennsylvania
$7.78K
RA
183
Rational Advisors
New York
$6.22K
FP
184
Financial Perspectives
Minnesota
$4.86K
AAG
185
Armstrong Advisory Group
Massachusetts
$3.4K
BWA
186
BDO Wealth Advisors
Florida
$3.36K
PP
187
Pacifica Partners
Canada
$3.3K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$3K -$3.74K -83 -58%
S
189
SignatureFD
Georgia
$1.99K +$1.85K +41 New
NC
190
NewSquare Capital
Pennsylvania
$1.17K
CFS
191
CGC Financial Services
Oregon
$729 +$676 +15 New
SPIA
192
Steward Partners Investment Advisory
New York
$729 +$676 +15 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$584 +$270 +6 +100%
PA
194
Parallel Advisors
California
$535 -$360 -8 -42%
BIA
195
Bell Investment Advisors
California
$535 -$45 -1 -8%
SIC
196
SJS Investment Consulting
Ohio
$244 +$180 +4 +400%
AF
197
Advisornet Financial
Minnesota
$243
DI
198
Disciplined Investments
Oklahoma
$243
US Bancorp
199
US Bancorp
Minnesota
$97 -$4.37K -97 -98%
FAM
200
Fred Alger Management
New York
-$18.4M -372,992 Closed

AMRC Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q2 2023, worth a combined $1.61B — up 4% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMRC and 25 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 84 added.

The largest buyer was Swedbank, adding an estimated $12.2M. The largest seller was Fred Alger Management, exiting entirely with an estimated $18.4M sold.

  • 200 institutional investors held Ameresco (AMRC) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.61B of Ameresco stock for Q2 2023, up 4% quarter-over-quarter.
  • 25 funds opened new Ameresco positions in Q2 2023 and 31 closed out, a net change of -6 holders.
  • The largest Ameresco buyer in Q2 2023 was Swedbank, an estimated $12.2M added.
  • The largest Ameresco seller in Q2 2023 was Fred Alger Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q2 2023.