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Amerant Bancorp

70 hedge funds and large institutions have $289M invested in Amerant Bancorp in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

24% more capital invested

Capital invested by funds: $234M → $289M (+$55M)

8% more funds holding

Funds holding: 6570 (+5)

2.48% more ownership

Funds ownership: 37.76%40.24% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
28
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$57.6M +$14M +593,417 +34%
PFP
2
Patriot Financial Partners
Pennsylvania
$51.4M
BlackRock
3
BlackRock
New York
$38.3M -$839K -35,535 -2%
PCC
4
Perry Creek Capital
New York
$34.6M
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.5M +$123K +5,192 +0.5%
State Street
6
State Street
Massachusetts
$9.44M -$1.23M -52,055 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.05M +$40.9K +1,732 +0.5%
MFP
8
Michael F. Price
$6.98M
Millennium Management
9
Millennium Management
New York
$5.1M -$550K -23,293 -10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5M +$1.44M +61,171 +43%
Northern Trust
11
Northern Trust
Illinois
$4.86M -$268K -11,347 -5%
BCM
12
Bridgeway Capital Management
Texas
$3.2M
N
13
Nuveen
North Carolina
$3.03M -$542K -22,964 -16%
MPAM
14
Monarch Partners Asset Management
Massachusetts
$2.83M +$1.16M +49,050 +75%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$1.92M -$103K -4,380 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.91M +$140K +5,927 +8%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.89M +$168K +7,100 +10%
Goldman Sachs
18
Goldman Sachs
New York
$1.57M +$1.16M +49,091 +342%
Federated Hermes
19
Federated Hermes
Pennsylvania
$1.53M +$1.45M +61,473 +28,592%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.5M -$423K -17,908 -23%
Charles Schwab
21
Charles Schwab
California
$1.32M +$4.84K +205 +0.4%
Marshall Wace
22
Marshall Wace
United Kingdom
$1.28M -$305K -12,941 -20%
Citadel Advisors
23
Citadel Advisors
Florida
$1.26M +$265K +11,231 +28%
American Century Companies
24
American Century Companies
Missouri
$1.2M +$167K +7,063 +17%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.19M

AMTB Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q3 2021, worth a combined $289M — up 24% from $234M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AMTB positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14M. The largest seller was State Street, cutting an estimated $1.23M.

  • 70 institutional investors held Amerant Bancorp (AMTB) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $289M of Amerant Bancorp stock for Q3 2021, up 24% quarter-over-quarter.
  • 10 funds opened new Amerant Bancorp positions in Q3 2021 and 4 closed out, a net change of +6 holders.
  • The largest Amerant Bancorp buyer in Q3 2021 was Wellington Management Group, an estimated $14M added.
  • The largest Amerant Bancorp seller in Q3 2021 was State Street, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2021.