We are live on ! Find out more
AMTB icon

Amerant Bancorp

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.

New
Increased
Maintained
Reduced
Closed

1% more funds holding

Funds holding: 8889 (+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: 22 (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

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
31
Reduced
29
Closed
12
Calls
$184K
Puts
$237K
Net Calls
-$53K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$52.4M +$7.58M +284,686 +13%
PFP
2
Patriot Financial Partners
Pennsylvania
$45.2M
BlackRock
3
BlackRock
New York
$42.7M -$899K -33,761 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.6M +$393K +14,760 +1%
State Street
5
State Street
Massachusetts
$14.3M +$1.1M +41,226 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.4M +$1.24M +46,769 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.5M +$613K +23,043 +5%
KCM
8
Kennedy Capital Management
Missouri
$5.95M +$133K +4,985 +2%
PCC
9
Perry Creek Capital
New York
$5.64M
Millennium Management
10
Millennium Management
New York
$5.45M +$4.64M +174,252 +228%
American Century Companies
11
American Century Companies
Missouri
$5.14M +$1.15M +43,356 +22%
Northern Trust
12
Northern Trust
Illinois
$5.1M -$103K -3,861 -2%
CRC
13
Curi RMB Capital
Illinois
$3.37M -$532K -20,000 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.01M -$71K -2,667 -2%
FP
15
Foundry Partners
Minnesota
$3.01M +$174K +6,520 +5%
N
16
Nuveen
North Carolina
$2.67M -$15.4K -579 -0.5%
JCP
17
Jennifer C. Price
$2.5M -$8.67M -325,724 -74%
MCM
18
Maltese Capital Management
New York
$2.5M -$290K -10,900 -9%
JC
19
JCSD Capital
California
$1.89M +$213K +8,000 +10%
Charles Schwab
20
Charles Schwab
California
$1.61M +$15.3K +575 +0.8%
AQR Capital Management
21
AQR Capital Management
Connecticut
$1.26M -$1.1M -41,350 -42%
BCM
22
Bridgeway Capital Management
Texas
$1.19M -$1.02M -38,352 -41%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.19M -$162K -6,100 -10%
Invesco
24
Invesco
Georgia
$1.11M -$2.25M -84,490 -62%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$975K +$43.8K +1,646 +4%

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.