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Amerant Bancorp
AMTB

50 hedge funds and large institutions have $123M invested in Amerant Bancorp in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 47 → 50 (+3)

0.86% more ownership

Funds ownership: 26.71% → 27.57% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

27% less capital invested

Capital invested by funds: $169M → $123M (-$46.2M)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
22
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.67M
2
PFP
Patriot Financial Partners
Pennsylvania
+$1.42M
3
Victory Capital Management
Victory Capital Management
Texas
+$1.23M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$717K
5
Invesco
Invesco
Georgia
+$496K

Top Sellers

Rank Fund Capital Flow
1
SV
Stilwell Value
New York
-$1.45M
2
Morgan Stanley
Morgan Stanley
New York
-$513K
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$293K
4
Barclays
Barclays
United Kingdom
-$242K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$32M +$1.42M +78,289 +4%
BlackRock
2
BlackRock
New York
$21.5M +$238K +13,092 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.7M +$1.67M +91,787 +10%
SV
4
Stilwell Value
New York
$12.3M -$1.45M -79,811 -9%
State Street
5
State Street
Massachusetts
$5.37M -$152K -8,362 -2%
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.25M -$293K -16,114 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.98M +$717K +39,443 +14%
MFP
8
Michael F. Price
$4.52M +$171K +9,416 +3%
Northern Trust
9
Northern Trust
Illinois
$3.69M +$360K +19,790 +9%
BCM
10
Bridgeway Capital Management
Texas
$3.62M – – –
Victory Capital Management
11
Victory Capital Management
Texas
$2.24M +$1.23M +67,758 +87%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.66M +$26.5K +1,456 +1%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.42M +$58.2K +3,200 +4%
N
14
Nuveen
North Carolina
$1.19M +$55.9K +3,075 +4%
Charles Schwab
15
Charles Schwab
California
$781K +$2.11K +116 +0.2%
Wells Fargo
16
Wells Fargo
California
$628K +$74.1K +4,077 +11%
SWM
17
Shakespeare Wealth Management
Wisconsin
$547K – – –
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$450K -$16.8K -927 -3%
Invesco
19
Invesco
Georgia
$420K +$496K +27,271 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$419K +$36.3K +2,000 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$369K +$321K +17,643 +278%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$350K +$20K +1,100 +5%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$305K – – –
Federated Hermes
24
Federated Hermes
Pennsylvania
$275K +$324K +17,845 New
PPA
25
Parametric Portfolio Associates
Washington
$272K +$111K +6,083 +52%
1
2 3

AMTB Hedge Fund Activity: Q1 2020 in Review

50 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2020, worth a combined $123M — down 27% from $169M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AMTB positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.67M. The largest seller was Stilwell Value, cutting an estimated $1.45M.

  • 50 institutional investors held Amerant Bancorp (AMTB) as of Q1 2020, up from 47 in Q4 2019.
  • Funds reported $123M of Amerant Bancorp stock for Q1 2020, down 27% quarter-over-quarter.
  • 7 funds opened new Amerant Bancorp positions in Q1 2020 and 4 closed out, a net change of +3 holders.
  • The largest Amerant Bancorp buyer in Q1 2020 was Vanguard Group, an estimated $1.67M added.
  • The largest Amerant Bancorp seller in Q1 2020 was Stilwell Value, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2020.