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Ameresco

185 hedge funds and large institutions have $1.24B invested in Ameresco in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 64 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $18M | Put options by funds: $1.84M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

30% more capital invested

Capital invested by funds: $953M → $1.24B (+$284M)

0% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 64

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1.12% less ownership

Funds ownership: 95.98%94.86% (-1.1%)

2% less funds holding

Funds holding: 188185 (-3)

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
24
Increased
64
Reduced
64
Closed
26
Calls
$18M
Puts
$1.84M
Net Calls
+$16.2M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$160M -$1.77M -57,188 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$119M +$92.1K +2,980 +0.1%
BlackRock
3
BlackRock
New York
$95.8M +$3.86M +124,754 +5%
Macquarie Group
4
Macquarie Group
Australia
$63.6M -$1.16M -37,562 -2%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$63.6M +$63.6K +2,056 +0.1%
State Street
6
State Street
Massachusetts
$42.7M -$172K -5,557 -0.5%
SIMG
7
Stephens Investment Management Group
Texas
$40.6M -$1.64M -53,080 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$38.1M +$13.9M +450,571 +81%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$35.8M +$3.4M +109,959 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.3M -$424K -13,717 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$28.6M +$315K +10,197 +1%
American Century Companies
12
American Century Companies
Missouri
$26.1M +$15.6M +503,330 +273%
Morgan Stanley
13
Morgan Stanley
New York
$21.9M -$3.83M -123,773 -18%
GAM
14
Guinness Asset Management
United Kingdom
$19.4M -$1.46M -47,211 -8%
Swedbank
15
Swedbank
Sweden
$19M
RGC
16
Redwood Grove Capital
California
$19M +$4.56M +147,642 +42%
GS
17
Gagnon Securities
New York
$17.7M +$3.31M +107,068 +30%
CS
18
Candriam SCA
Luxembourg
$15.9M +$1.56M +50,521 +14%
Millennium Management
19
Millennium Management
New York
$14.7M +$6.12M +197,852 +104%
DnB Asset Management
20
DnB Asset Management
Norway
$14.6M +$2.83M +91,538 +31%
First Trust Advisors
21
First Trust Advisors
Illinois
$14.2M -$32.4M -1,048,250 -74%
Bank of America
22
Bank of America
North Carolina
$12.7M +$471K +15,243 +5%
BP
23
Bandera Partners
New York
$12.4M
Northern Trust
24
Northern Trust
Illinois
$11.7M -$97.8K -3,165 -1%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$11.5M -$2.24M -72,512 -19%

AMRC Hedge Fund Activity: Q3 2024 in Review

185 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q3 2024, worth a combined $1.24B — up 30% from $953M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AMRC and 24 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 64 added.

The largest buyer was American Century Companies, adding an estimated $15.6M. The largest seller was First Trust Advisors, cutting an estimated $32.4M.

  • 185 institutional investors held Ameresco (AMRC) as of Q3 2024, down from 188 in Q2 2024.
  • Funds reported $1.24B of Ameresco stock for Q3 2024, up 30% quarter-over-quarter.
  • 24 funds opened new Ameresco positions in Q3 2024 and 26 closed out, a net change of -2 holders.
  • The largest Ameresco buyer in Q3 2024 was American Century Companies, an estimated $15.6M added.
  • The largest Ameresco seller in Q3 2024 was First Trust Advisors, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2024.