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Amerant Bancorp
AMTB

79 hedge funds and large institutions have $348M invested in Amerant Bancorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,009% more call options, than puts

Call options by funds: $928K | Put options by funds: $44K

52% more capital invested

Capital invested by funds: $229M → $348M (+$119M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

3.26% more ownership

Funds ownership: 38.95% → 42.21% (+3.3%)

2% less funds holding

Funds holding: 81 → 79 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
33
Reduced
22
Closed
8
Calls
$928K
Puts
$44K
Net Calls
+$884K
Net Calls Change
+$840K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.53M
2
BlackRock
BlackRock
New York
+$3.21M
3
Morgan Stanley
Morgan Stanley
New York
+$2.15M
4
PFP
Patriot Financial Partners
Pennsylvania
+$1.89M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$1.39M
2
Millennium Management
Millennium Management
New York
-$429K
3
JC
JCSD Capital
California
-$414K
4
Squarepoint
Squarepoint
New York
-$363K
5
BL
Balentine LLC
Georgia
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$1.34M +$262K +12,671 +30%
UBS AM
27
UBS AM
Illinois
$1.08M – – –
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.01M -$2.69K -130 -0.3%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$905K +$258K +12,459 +51%
UBS Group
30
UBS Group
Switzerland
$874K +$357K +17,263 +94%
BCM
31
Bridgeway Capital Management
Texas
$744K +$55.6K +2,688 +10%
EF
32
Empowered Funds
Pennsylvania
$744K +$55.6K +2,688 +10%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$730K +$1.82K +88 +0.3%
AllianceBernstein
34
AllianceBernstein
Tennessee
$669K -$12.2K -590 -2%
CS
35
Credit Suisse
Switzerland
$652K +$62.7K +3,030 +13%
Legal & General Group
36
Legal & General Group
United Kingdom
$565K – – –
First Manhattan
37
First Manhattan
New York
$479K – – –
AQR Capital Management
38
AQR Capital Management
Connecticut
$439K -$1.39M -67,414 -79%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$421K +$355K +17,142 New
KTA
40
Keeley-Teton Advisors
Illinois
$378K -$30.1K -1,453 -9%
SM
41
Salzhauer Michael
$368K – – –
MIM
42
MetLife Investment Management
New Jersey
$363K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$354K +$24.6K +1,189 +9%
SO
44
STRS Ohio
Ohio
$348K – – –
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$342K -$77.3K -3,739 -21%
Rafferty Asset Management
46
Rafferty Asset Management
New York
$341K +$287K +13,872 New
AIG
47
American International Group
New York
$315K -$1.08K -52 -0.4%
Citigroup
48
Citigroup
New York
$308K +$170K +8,237 +192%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$297K – – –
VOYA Investment Management
50
VOYA Investment Management
Georgia
$290K – – –
1
2
3 4

AMTB Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q4 2023, worth a combined $348M — up 52% from $229M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AMTB and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Wellington Management Group, adding an estimated $5.53M. The largest seller was AQR Capital Management, cutting an estimated $1.39M.

  • 79 institutional investors held Amerant Bancorp (AMTB) as of Q4 2023, down from 81 in Q3 2023.
  • Funds reported $348M of Amerant Bancorp stock for Q4 2023, up 52% quarter-over-quarter.
  • 6 funds opened new Amerant Bancorp positions in Q4 2023 and 8 closed out, a net change of -2 holders.
  • The largest Amerant Bancorp buyer in Q4 2023 was Wellington Management Group, an estimated $5.53M added.
  • The largest Amerant Bancorp seller in Q4 2023 was AQR Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2023.