Amerant Bancorp
AMTB
89 hedge funds and large institutions have $286M invested in Amerant Bancorp in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 12 closing their positions.
1% more funds holding
Funds holding: 88 → 89 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
0.1% more ownership
Funds ownership: 38.74% → 38.84% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less capital invested
Capital invested by funds: $337M → $286M (-$51.4M)
22% less call options, than puts
Call options by funds: $184K | Put options by funds: $237K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$7.58M |
| 2 |
Millennium Management
New York
|
+$4.64M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.24M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.15M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCP
Jennifer C. Price
|
-$8.67M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.25M |
| 3 |
BFM
Boothbay Fund Management
New York
|
-$2.01M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.1M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$80 | +3 | New |
|
AMTB Hedge Fund Activity: Q1 2023 in Review
89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2023, worth a combined $286M — down 15% from $337M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AMTB positions and 12 closed out — a net gain of 1 holder — while 31 added to existing stakes and 29 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $7.58M. The largest seller was Jennifer C. Price, cutting an estimated $8.67M.
- 89 institutional investors held Amerant Bancorp (AMTB) as of Q1 2023, up from 88 in Q4 2022.
- Funds reported $286M of Amerant Bancorp stock for Q1 2023, down 15% quarter-over-quarter.
- 13 funds opened new Amerant Bancorp positions in Q1 2023 and 12 closed out, a net change of +1 holder.
- The largest Amerant Bancorp buyer in Q1 2023 was Wellington Management Group, an estimated $7.58M added.
- The largest Amerant Bancorp seller in Q1 2023 was Jennifer C. Price, an estimated $8.67M sold.
Based on aggregated 13F filings for Q1 2023.