Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERESCO INC (AMRC)

177 + 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
↓ -7
Streak
2Q ▼
Buyers last Q
53%

Smart Money Signals — AMRC

Based on 177 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their AMRC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
177 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AMRC is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

101 buying90 selling
Last quarter: 101 funds bought or added vs 90 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 — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 46 → 32 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
114 out of 177 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 — ~33 new funds/quarter

42 → 26 → 46 → 32 → 33 new funds/Q
New funds entering each quarter: 26 → 46 → 32 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Of 182 current holders: 128 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
41 of 177 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 101 hedge funds were net buyers of AMRC (33 opened a new position, 68 added to an existing one), while 90 reduced or exited (50 trimmed, 40 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 47% of total institutional value in AMRC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 177.

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 Q1 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 March 31, 2026 · 50d ago
AMRC
+21.8%
XLI
+5.4%

AMRC outperformed XLI by +16.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
AMRC
-10.1%
XLI
-0.5%

Since the filing became public, AMRC outperformed XLI by -9.6% .

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.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: AMRC
177 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 177 184 -3.8%
13F Shares 31M 34M -8.13%
Total Value $751M $976M -23.05%
New Positions 33 32 +1
Increased Positions 66 60 +6
Closed Positions 40 33 +7
Reduced Positions 49 57 -8
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: AMRC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

177 + 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 institutional holders of AMRC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gagnon Advisors, LLC 8.87% 472,798 $12.1M
2 Bandera Partners LLC 5.49% 476,309 $12.1M
3 GAGNON SECURITIES LLC 4.94% 840,063 $21.4M
4 Redwood Grove Capital, LLC 3.86% 469,525 $12.0M
5 Rock Point Advisors, LLC 1.46% 211,135 $5.4M
6 Granahan Investment Management, LLC 0.78% 630,073 $16.1M
7 HUSSMAN STRATEGIC ADVISORS, INC. 0.69% 126,000 $3.2M
8 Clean Yield Group 0.48% 66,461 $1.7M
9 Kuhn & Co Investment Counsel 0.37% 22,650 $578K
10 ROYCE & ASSOCIATES LP 0.31% 1,249,908 $31.9M
11 CONNORS INVESTOR SERVICES INC 0.30% 125,606 $3.2M
12 IRONWOOD INVESTMENT MANAGEMENT LLC 0.24% 22,404 $571K
13 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.19% 372,100 $9.5M
14 Guinness Atkinson Asset Management Inc 0.16% 12,768 $326K
15 Penn Capital Management Company, LLC 0.16% 81,041 $2.1M
16 Grantham, Mayo, Van Otterloo & Co. LLC 0.15% 2,229,634 $56.9M
17 Cetera Trust Company, N.A 0.13% 9,315 $238K
18 Counterpoint Mutual Funds LLC 0.12% 30,859 $787K
19 HARBOR CAPITAL ADVISORS, INC. 0.12% 56,585 $1K
20 CoreCommodity Management, LLC 0.12% 24,522 $625K
21 EntryPoint Capital, LLC 0.11% 14,912 $380K
22 MOODY NATIONAL BANK TRUST DIVISION 0.09% 35,461 $904K
23 Guinness Asset Management LTD 0.08% 186,932 $4.8M
24 DnB Asset Management AS 0.08% 902,286 $23.0M
25 Handelsbanken Fonder AB 0.07% 815,153 $21K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AMRC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMRC?

Slight buying edge — 53% buying: Last quarter: 101 funds bought or added vs 90 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 — 47% AUM from top-100 funds: 41 of 177 holders are among the 100 largest funds by AUM, controlling 47% 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?

64% of holders stayed for 2+ years: 114 out of 177 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 Q1 hedge fund 13F filings?

As of today, AMRC has moved -10.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the XLI sector ETF — an outperformance of -9.6%. Since the quarter end (March 31, 2026), AMRC has gained +21.8% vs +5.4% 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.

Full history →