Amerant Bancorp
AMTB
50 hedge funds and large institutions have $121M invested in Amerant Bancorp in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 7 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
0.29% more ownership
Funds ownership: 27.57% → 27.86% (+0.29%)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2% less capital invested
Capital invested by funds: $123M → $121M (-$1.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.51M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.01M |
| 3 |
Swiss National Bank
Zurich,
Switzerland
|
+$653K |
| 4 |
State Street
Boston,
Massachusetts
|
+$534K |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$494K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$5.25M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$984K |
| 3 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
-$547K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$275K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$272K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMFAT
51
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$5.25M | -341,094 | Closed |
|
|
SWM
52
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| – | -$547K | -25,834 | Closed |
|
|
53
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$275K | -17,845 | Closed |
|
|
PPA
54
Parametric Portfolio Associates
Seattle,
Washington
| – | -$272K | -17,698 | Closed |
|
55
Goldman Sachs
New York
| – | -$217K | -14,084 | Closed |
|
56
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$37K | -2,379 | Closed |
|
AMTB Hedge Fund Activity: Q2 2020 in Review
50 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q2 2020, worth a combined $121M — down 1.5% from $123M a quarter earlier.
Fund positioning in AMTB was balanced in Q2 2020: 7 funds opened new positions, 7 closed out, 26 added to existing stakes and 8 trimmed.
The largest buyer was BlackRock, adding an estimated $2.51M. The largest seller was Emerald Mutual Fund Advisers Trust, exiting entirely with an estimated $5.25M sold.
- 50 institutional investors held Amerant Bancorp (AMTB) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $121M of Amerant Bancorp stock for Q2 2020, down 1.5% quarter-over-quarter.
- 7 funds opened new Amerant Bancorp positions in Q2 2020 and 7 closed out, a net change of 0 holders.
- The largest Amerant Bancorp buyer in Q2 2020 was BlackRock, an estimated $2.51M added.
- The largest Amerant Bancorp seller in Q2 2020 was Emerald Mutual Fund Advisers Trust, an estimated $5.25M sold.
Based on aggregated 13F filings for Q2 2020.