We are live on ! Find out more
AMTB icon

Amerant Bancorp

86 hedge funds and large institutions have $227M invested in Amerant Bancorp in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 38.84%39% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 8986 (-3)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

21% less capital invested

Capital invested by funds: $286M → $227M (-$58.9M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
29
Reduced
36
Closed
11
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.2M +$6.27M +336,803 +14%
PFP
2
Patriot Financial Partners
Pennsylvania
$35M -$763K -41,000 -2%
BlackRock
3
BlackRock
New York
$34.8M +$1.07M +57,650 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.5M -$103K -5,531 -0.4%
State Street
5
State Street
Massachusetts
$11.3M +$58.6K +3,147 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.8M +$2.31K +124 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.14M +$78.9K +4,240 +0.8%
KCM
8
Kennedy Capital Management
Missouri
$4.7M
American Century Companies
9
American Century Companies
Missouri
$4.52M +$402K +21,584 +9%
PCC
10
Perry Creek Capital
New York
$4.45M
Northern Trust
11
Northern Trust
Illinois
$3.95M -$84.3K -4,527 -2%
Millennium Management
12
Millennium Management
New York
$3.23M -$1.17M -62,678 -25%
CRC
13
Curi RMB Capital
Illinois
$2.66M
FP
14
Foundry Partners
Minnesota
$2.33M -$46.8K -2,515 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.3M -$88.1K -4,736 -3%
MCM
16
Maltese Capital Management
New York
$2.23M +$283K +15,200 +13%
N
17
Nuveen
North Carolina
$1.63M -$518K -27,824 -23%
JC
18
JCSD Capital
California
$1.31M -$203K -10,900 -13%
Charles Schwab
19
Charles Schwab
California
$1.22M -$56.5K -3,033 -4%
Goldman Sachs
20
Goldman Sachs
New York
$992K +$415K +22,300 +63%
Swiss National Bank
21
Swiss National Bank
Switzerland
$887K -$57.7K -3,100 -6%
CIC
22
Cornercap Investment Counsel
Georgia
$883K +$234K +12,572 +32%
Invesco
23
Invesco
Georgia
$858K -$23.4K -1,258 -2%
HF
24
HRT Financial
New York
$810K +$497K +26,709 +131%
JP Morgan Chase
25
JP Morgan Chase
New York
$807K +$85K +4,569 +11%

AMTB Hedge Fund Activity: Q2 2023 in Review

86 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q2 2023, worth a combined $227M — down 21% from $286M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AMTB and 8 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 29 added.

The largest buyer was Wellington Management Group, adding an estimated $6.27M. The largest seller was Jennifer C. Price, cutting an estimated $1.97M.

  • 86 institutional investors held Amerant Bancorp (AMTB) as of Q2 2023, down from 89 in Q1 2023.
  • Funds reported $227M of Amerant Bancorp stock for Q2 2023, down 21% quarter-over-quarter.
  • 8 funds opened new Amerant Bancorp positions in Q2 2023 and 11 closed out, a net change of -3 holders.
  • The largest Amerant Bancorp buyer in Q2 2023 was Wellington Management Group, an estimated $6.27M added.
  • The largest Amerant Bancorp seller in Q2 2023 was Jennifer C. Price, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2023.