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Ameresco
AMRC

Overview Fund Activity

198 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, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-7
Holders Change %
-3.41%
% of All Funds
3.12%
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
53
Closed
31
Calls
$2.41M
Puts
$2.48M
Net Calls
-$74K
Net Calls Change
-$1.3M

Top Buyers

1
Swedbank
Swedbank
Sweden
$29.2M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$17.5M
3
Millennium Management
Millennium Management
New York
$11.5M
4
State Street
State Street
Massachusetts
$41.1M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$65M

Top Sellers

1
FAM
Fred Alger Management
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$6.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$48.3M
4
Norges Bank
Norges Bank
Norway
$4.43M
5
CS
Candriam SCA
Luxembourg
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$14.1K +$14.1K +290 New
GWM
177
Geneos Wealth Management
Colorado
$13.1K – – –
BAAM
178
Baker Avenue Asset Management
California
$9.78K +$9.78K +201 New
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.73K +$4.86K +100 +100%
KFI
180
Key Financial Inc
Pennsylvania
$7.78K – – –
RA
181
Rational Advisors
New York
$6.23K – – –
FP
182
Financial Perspectives
Minnesota
$4.86K – – –
AAG
183
Armstrong Advisory Group
Massachusetts
$3.41K – – –
BWA
184
BDO Wealth Advisors
Florida
$3.36K – – –
PP
185
Pacifica Partners
Canada
$3.3K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$3K -$4.15K -83 -58%
S
187
SignatureFD
Georgia
$1.99K +$1.99K +41 New
NC
188
NewSquare Capital
Pennsylvania
$1.17K – – –
CFS
189
CGC Financial Services
Oregon
$729 +$729 +15 New
SPIA
190
Steward Partners Investment Advisory
New York
$729 +$729 +15 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$584 +$292 +6 +100%
PA
192
Parallel Advisors
California
$535 -$389 -8 -42%
BIA
193
Bell Investment Advisors
California
$535 -$49 -1 -8%
SIC
194
SJS Investment Consulting
Ohio
$244 +$195 +4 +400%
DI
195
Disciplined Investments
Oklahoma
$243 – – –
AF
196
Advisornet Financial
Minnesota
$243 – – –
US Bancorp
197
US Bancorp
Minnesota
$97 -$4.71K -97 -98%
FAM
198
Fred Alger Management
New York
– -$18.4M -372,992 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$2.59M -52,668 Closed
CSS
200
Cubist Systematic Strategies
Connecticut
– -$2.23M -45,390 Closed
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