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Ameresco

74 hedge funds and large institutions have $91M invested in Ameresco in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

1% less capital invested

Capital invested by funds: $91.5M → $91M (-$552K)

1.87% less ownership

Funds ownership: 43.61%41.73% (-1.9%)

6% less funds holding

Funds holding: 7974 (-5)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
28
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
1
DnB Asset Management
Norway
$10.5M +$127K +17,600 +1%
GS
2
Gagnon Securities
New York
$9.39M -$515K -71,209 -5%
RA
3
Royce & Associates
New York
$7M -$323K -44,700 -5%
GA
4
Gagnon Advisors
New York
$6.23M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.71M +$154K +21,290 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.62M +$67.2K +9,305 +2%
BKBG
7
BHF Kleinwort Benson Group
Belgium
$4.57M -$18.3K -2,527 -0.4%
Invesco
8
Invesco
Georgia
$4.42M +$430K +59,562 +11%
BFA
9
BlackRock Fund Advisors
California
$3.9M -$268K -37,095 -7%
LCS
10
Levin Capital Strategies
New York
$3.65M
JAM
11
Jupiter Asset Management
United Kingdom
$3.34M
RPA
12
Rock Point Advisors
Vermont
$2.93M +$270K +37,315 +11%
AIC
13
AWM Investment Company
New York
$2.61M +$397K +55,000 +19%
ECP
14
Electron Capital Partners
New York
$1.93M
LCM
15
Leonard Capital Management
Florida
$1.91M
Northern Trust
16
Northern Trust
Illinois
$1.5M -$50.5K -6,987 -3%
CPP
17
Crow Point Partners
Massachusetts
$1.34M
BIT
18
BlackRock Institutional Trust
California
$1.2M -$212K -29,389 -16%
KBC Group
19
KBC Group
Belgium
$997K +$3.79K +525 +0.4%
CIA
20
Capital Impact Advisors
Massachusetts
$964K
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$956K
Geode Capital Management
22
Geode Capital Management
Massachusetts
$935K +$73K +10,105 +9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$919K +$18.7K +2,590 +2%
Charles Schwab
24
Charles Schwab
California
$804K +$21.4K +2,955 +3%
GCP
25
GSA Capital Partners
United Kingdom
$765K +$443K +61,251 +158%

AMRC Hedge Fund Activity: Q2 2015 in Review

74 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q2 2015, worth a combined $91M — down 0.6% from $91.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AMRC and 8 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 28 added.

The largest buyer was GSA Capital Partners, adding an estimated $443K. The largest seller was State Street, exiting entirely with an estimated $2.19M sold.

  • 74 institutional investors held Ameresco (AMRC) as of Q2 2015, down from 79 in Q1 2015.
  • Funds reported $91M of Ameresco stock for Q2 2015, down 0.6% quarter-over-quarter.
  • 8 funds opened new Ameresco positions in Q2 2015 and 13 closed out, a net change of -5 holders.
  • The largest Ameresco buyer in Q2 2015 was GSA Capital Partners, an estimated $443K added.
  • The largest Ameresco seller in Q2 2015 was State Street, an estimated $2.19M sold.

Based on aggregated 13F filings for Q2 2015.