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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.53M |
| 2 |
BlackRock
New York
|
+$3.21M |
| 3 |
Morgan Stanley
New York
|
+$2.15M |
| 4 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
+$1.89M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.39M |
| 2 |
Millennium Management
New York
|
-$429K |
| 3 |
JC
JCSD Capital
Walnut Creek,
California
|
-$414K |
| 4 |
Squarepoint
New York
|
-$363K |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $2.11K | – | – | – |
|
77
Nisa Investment Advisors
St. Louis,
Missouri
| $737 | – | – | – |
|
|
78
Millennium Management
New York
| – | -$429K | -24,601 | Closed |
|
|
79
Squarepoint
New York
| – | -$363K | -20,795 | Closed |
|
|
BL
80
Balentine LLC
Atlanta,
Georgia
| – | -$275K | -15,759 | Closed |
|
|
ECM
81
ExodusPoint Capital Management
New York
| – | -$203K | -11,657 | Closed |
|
|
ACM
82
Aquatic Capital Management
Chicago,
Illinois
| – | -$14K | -800 | Closed |
|
83
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$11.7K | -668 | Closed |
|
|
AWM
84
Activest Wealth Management
Aventure,
Florida
| – | -$9.63K | -552 | Closed |
|
|
IA
85
IFP Advisors
Tampa,
Florida
| – | -$8.72K | -500 | Closed |
|
|
C
86
Covestor
London,
United Kingdom
| – | -$248 | -12 | -92% |
|
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.