Amerant Bancorp
AMTB
84 hedge funds and large institutions have $344M invested in Amerant Bancorp in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 4 closing their positions.
1,407% more call options, than puts
Call options by funds: $633K | Put options by funds: $42K
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
6% more funds holding
Funds holding: 79 → 84 (+5)
1.7% more ownership
Funds ownership: 42.21% → 43.92% (+1.7%)
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
1% less capital invested
Capital invested by funds: $348M → $344M (-$4.46M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$5.01M |
| 2 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
+$4.22M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.62M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.37M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.75M |
| 2 |
BlackRock
New York
|
-$1.67M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$744K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$744K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$439K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
76
SignatureFD
Atlanta,
Georgia
| $6.45K | – | – | – |
|
77
Simplex Trading
Chicago,
Illinois
| $5K | -$15.7K | -697 | -74% |
|
|
AF
78
Allworth Financial
Folsom,
California
| $2K | – | – | – |
|
79
Nisa Investment Advisors
St. Louis,
Missouri
| $699 | – | – | – |
|
|
EWA
80
EverSource Wealth Advisors
Birmingham,
Alabama
| $303 | +$316 | +14 | New |
|
|
AWM
81
Avior Wealth Management
Omaha,
Nebraska
| $116 | +$113 | +5 | New |
|
|
RIL
82
Rothschild Investment LLC
Chicago,
Illinois
| $116 | +$113 | +5 | New |
|
|
BCM
83
Bridgeway Capital Management
Houston,
Texas
| – | -$744K | -30,266 | Closed |
|
|
EF
84
Empowered Funds
Havertown,
Pennsylvania
| – | -$744K | -30,266 | Closed |
|
|
85
AQR Capital Management
Greenwich,
Connecticut
| – | -$439K | -17,886 | Closed |
|
86
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$342K | -13,931 | Closed |
|
|
C
87
Covestor
London,
United Kingdom
| – | +$23 | +1 | +100% |
|
88
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$271 | +12 | +200% |
|
AMTB Hedge Fund Activity: Q1 2024 in Review
84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2024, worth a combined $344M — down 1.3% from $348M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AMTB positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 25 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $5.01M. The largest seller was Morgan Stanley, cutting an estimated $1.75M.
- 84 institutional investors held Amerant Bancorp (AMTB) as of Q1 2024, up from 79 in Q4 2023.
- Funds reported $344M of Amerant Bancorp stock for Q1 2024, down 1.3% quarter-over-quarter.
- 10 funds opened new Amerant Bancorp positions in Q1 2024 and 4 closed out, a net change of +6 holders.
- The largest Amerant Bancorp buyer in Q1 2024 was Maltese Capital Management, an estimated $5.01M added.
- The largest Amerant Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.75M sold.
Based on aggregated 13F filings for Q1 2024.