Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ameresco Inc (AMRC)

179 + Investors. Track Smart Money conviction in AMRC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — AMRC

Based on 182 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AMRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
182 hedge funds hold AMRC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

103 buying88 selling
Last quarter: 103 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 32 → 34 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
118 out of 182 hedge funds have held AMRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~35 new funds/quarter

26 → 46 → 32 → 34 → 35 new funds/Q
New funds entering each quarter: 46 → 32 → 34 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 187 holders: 129 (69%) are 2+ year veterans, 20 entered 1–2 years ago, and 38 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
45 of 179 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AMRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMRC

In 2026 Q2, 103 hedge funds were net buyers of AMRC (35 opened a new position, 68 added to an existing one), while 88 reduced or exited (56 trimmed, 32 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 58% of total institutional value in AMRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 182.

Hedge Fund Ownership: AMRC

How many hedge funds hold AMRC — quarterly history vs. share price
Quarterly hedge fund ownership of AMRC vs. share price

Market Analysis: AMRC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMRC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ameresco Inc (AMRC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMRC has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 59d ago
AMRC
-19.7%
XLI
-3.6%

AMRC outperformed XLI by -16.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
AMRC
-20.6%
XLI
-4.2%

Since the filing became public, AMRC outperformed XLI by -16.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AMRC
179 + Investors

Track Smart Money conviction in AMRC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 179 179 -
13F Shares 35M 31M 14.58%
Total Value $938M $751M 24.86%
New Positions 35 34 +1
Increased Positions 67 66 +1
Closed Positions 32 39 -7
Reduced Positions 54 49 +5
Total Calls 4 3 33.33%
Total Puts 4 2 100.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: AMRC

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

179 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMRC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AMRC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gagnon Advisors, LLC 8.30% 472,798 $13.0M
2 JCP Investment Management, LLC 5.00% 339,000 $9.4M
3 Gagnon Securities LLC 4.40% 826,562 $22.8M
4 Bandera Partners LLC 4.28% 476,309 $12.1M
5 Redwood Grove Capital, LLC 3.80% 543,525 $15.0M
6 Rock Point Advisors, LLC 1.43% 211,765 $5.8M
7 Hussman Strategic Advisors, INC. 0.67% 105,000 $2.9M
8 Clean Yield Group 0.47% 69,317 $1.9M
9 Kultura Capital Management LP 0.41% 81,500 $2.2M
10 Ironwood Investment Management LLC 0.39% 41,372 $1.1M
11 Kuhn & Co Investment Counsel 0.36% 22,650 $625K
12 Royce & Associates LP 0.22% 998,183 $27.5M
13 Connors Investor Services Inc 0.22% 90,342 $2.5M
14 Hartree Partners, LP 0.15% 25,000 $690K
15 CoreCommodity Management, LLC 0.14% 25,818 $713K
16 Guinness Atkinson Asset Management Inc 0.14% 11,084 $306K
17 Cetera Trust Company, N.A 0.14% 9,840 $272K
18 Grantham, Mayo, Van Otterloo & Co. LLC 0.13% 2,030,950 $56.1M
19 Crawford Fund Management, LLC 0.10% 24,000 $662K
20 Guinness Asset Management LTD 0.09% 193,399 $5.3M
21 DnB Asset Management AS 0.08% 1,025,498 $28.3M
22 Bridgeway Capital Management, LLC 0.08% 161,241 $4.5M
23 Dark Forest Capital Management LP 0.06% 31,823 $878K
24 Counterpoint Mutual Funds LLC 0.06% 20,322 $561K
25 Silvercrest Asset Management Group LLC 0.05% 295,419 $8.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ameresco Inc (AMRC)

What does the Smart Money Trend signal show for AMRC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AMRC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMRC?

Slight buying edge — 54% buying: Last quarter: 103 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMRC holders?

Elite ownership — 58% AUM from top-100 funds: 45 of 179 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AMRC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMRC?

65% of holders stayed for 2+ years: 118 out of 182 hedge funds have held AMRC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ameresco Inc (AMRC) following the 2026 Q2 hedge fund 13F filings?

As of today, AMRC has moved -20.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.2% for the XLI sector ETF — an outperformance of -16.4%. Since the quarter end (June 30, 2026), AMRC has gained -19.7% vs -3.6% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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