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Amerant Bancorp

63 hedge funds and large institutions have $193M invested in Amerant Bancorp in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

31% more capital invested

Capital invested by funds: $147M → $193M (+$46M)

24% more funds holding

Funds holding: 5163 (+12)

2.34% more ownership

Funds ownership: 33.53%35.86% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
63
Holders Change
+12
Holders Change %
+23.53%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
20
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$38.6M
BlackRock
2
BlackRock
New York
$33.1M +$2.48M +148,333 +9%
PCC
3
Perry Creek Capital
New York
$26M
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.2M +$497K +29,775 +3%
SV
5
Stilwell Value
New York
$12.1M -$2.43M -145,748 -18%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$10.7M +$9.65M +577,456 New
State Street
7
State Street
Massachusetts
$7.46M -$255K -15,282 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.96M +$236K +14,106 +4%
MFP
9
Michael F. Price
$5.24M +$33.1K +1,984 +0.7%
Millennium Management
10
Millennium Management
New York
$4.88M -$392K -23,487 -8%
Northern Trust
11
Northern Trust
Illinois
$4.27M -$248K -14,824 -6%
BCM
12
Bridgeway Capital Management
Texas
$2.4M -$1.75M -105,000 -45%
N
13
Nuveen
North Carolina
$2.08M +$51.4K +3,079 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.57M +$38.5K +2,302 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.4M +$128K +7,675 +11%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.21M +$1.09M +65,200 New
Renaissance Technologies
17
Renaissance Technologies
New York
$1.19M +$513K +30,700 +92%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.11M +$997K +59,679 New
Charles Schwab
19
Charles Schwab
California
$1.08M +$32K +1,917 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$920K +$828K +49,547 New
Swiss National Bank
21
Swiss National Bank
Switzerland
$919K +$18.4K +1,100 +2%
Victory Capital Management
22
Victory Capital Management
Texas
$862K -$38.3K -2,294 -5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$860K -$73.5K -4,403 -9%
Bank of America
24
Bank of America
North Carolina
$860K +$444K +26,581 +135%
SO
25
STRS Ohio
Ohio
$748K +$436K +26,100 +184%

AMTB Hedge Fund Activity: Q1 2021 in Review

63 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2021, worth a combined $193M — up 31% from $147M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AMTB positions and 3 closed out — a net gain of 12 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.65M. The largest seller was Stilwell Value, cutting an estimated $2.43M.

  • 63 institutional investors held Amerant Bancorp (AMTB) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $193M of Amerant Bancorp stock for Q1 2021, up 31% quarter-over-quarter.
  • 15 funds opened new Amerant Bancorp positions in Q1 2021 and 3 closed out, a net change of +12 holders.
  • The largest Amerant Bancorp buyer in Q1 2021 was Wellington Management Group, an estimated $9.65M added.
  • The largest Amerant Bancorp seller in Q1 2021 was Stilwell Value, an estimated $2.43M sold.

Based on aggregated 13F filings for Q1 2021.