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Ameresco

180 hedge funds and large institutions have $749M invested in Ameresco in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $5.61M | Put options by funds: $4.07M

2% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 59

2.26% less ownership

Funds ownership: 94.86%92.59% (-2.3%)

3% less funds holding

Funds holding: 185180 (-5)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

39% less capital invested

Capital invested by funds: $1.24B → $749M (-$488M)

100% less funds holding in top 10

Funds holding in top 10: 50 (-5)

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
58
Reduced
59
Closed
31
Calls
$5.61M
Puts
$4.07M
Net Calls
+$1.54M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$94.7M -$5.15M -178,447 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.8M +$1.08M +37,359 +1%
BlackRock
3
BlackRock
New York
$59.2M -$104K -3,607 -0.1%
Macquarie Group
4
Macquarie Group
Australia
$43.3M +$4.88M +168,781 +10%
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$30.4M -$11.1M -382,588 -23%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$27.2M +$6.21M +214,918 +23%
State Street
7
State Street
Massachusetts
$26.2M -$284K -9,830 -0.9%
SIMG
8
Stephens Investment Management Group
Texas
$25.1M -$41.6K -1,441 -0.1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$22.9M -$861K -29,816 -3%
First Trust Advisors
10
First Trust Advisors
Illinois
$19.7M +$13.4M +464,737 +124%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19M -$1.2M -41,381 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.8M +$121K +4,177 +0.6%
American Century Companies
13
American Century Companies
Missouri
$17.7M +$1.87M +64,764 +9%
DnB Asset Management
14
DnB Asset Management
Norway
$14.4M +$6.62M +229,128 +60%
GS
15
Gagnon Securities
New York
$13.4M +$3.03M +104,861 +22%
Swedbank
16
Swedbank
Sweden
$11.7M
RGC
17
Redwood Grove Capital
California
$11.7M
Morgan Stanley
18
Morgan Stanley
New York
$11.4M -$2.63M -90,960 -16%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$9.89M +$5.68M +196,776 +88%
GAM
20
Guinness Asset Management
United Kingdom
$9.1M -$3.57M -123,714 -24%
UBS Group
21
UBS Group
Switzerland
$8.1M +$8.3M +287,358 +497%
BP
22
Bandera Partners
New York
$7.66M
Invesco
23
Invesco
Georgia
$7.56M +$2.14M +73,928 +30%
Northern Trust
24
Northern Trust
Illinois
$7.21M -$71.1K -2,460 -0.8%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$7.09M +$567K +19,626 +7%

AMRC Hedge Fund Activity: Q4 2024 in Review

180 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ameresco (AMRC) for Q4 2024, worth a combined $749M — down 39% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of AMRC and 27 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 58 added.

The largest buyer was First Trust Advisors, adding an estimated $13.4M. The largest seller was Candriam SCA, exiting entirely with an estimated $15.9M sold.

  • 180 institutional investors held Ameresco (AMRC) as of Q4 2024, down from 185 in Q3 2024.
  • Funds reported $749M of Ameresco stock for Q4 2024, down 39% quarter-over-quarter.
  • 27 funds opened new Ameresco positions in Q4 2024 and 31 closed out, a net change of -4 holders.
  • The largest Ameresco buyer in Q4 2024 was First Trust Advisors, an estimated $13.4M added.
  • The largest Ameresco seller in Q4 2024 was Candriam SCA, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2024.