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Amerant Bancorp

84 hedge funds and large institutions have $344M invested in Amerant Bancorp in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,407% more call options, than puts

Call options by funds: $633K | Put options by funds: $42K

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

6% more funds holding

Funds holding: 7984 (+5)

1.7% more ownership

Funds ownership: 42.21%43.92% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

1% less capital invested

Capital invested by funds: $348M → $344M (-$4.46M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
27
Reduced
25
Closed
4
Calls
$633K
Puts
$42K
Net Calls
+$591K
Net Calls Change
-$293K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$73.5M +$934K +41,372 +1%
PFP
2
Patriot Financial Partners
Pennsylvania
$53.9M +$4.22M +187,000 +9%
BlackRock
3
BlackRock
New York
$46.2M -$1.67M -74,107 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.7M +$245K +10,835 +0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$18.5M +$2.62M +115,979 +17%
State Street
6
State Street
Massachusetts
$16.6M +$1.13M +50,154 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$13.5M +$229K +10,159 +2%
MCM
8
Maltese Capital Management
New York
$10.3M +$5.01M +222,100 +101%
American Century Companies
9
American Century Companies
Missouri
$9.49M +$1.37M +60,819 +18%
KCM
10
Kennedy Capital Management
Missouri
$6.27M -$84K -3,722 -1%
PCC
11
Perry Creek Capital
New York
$6.04M
Northern Trust
12
Northern Trust
Illinois
$5.49M -$146K -6,470 -3%
Charles Schwab
13
Charles Schwab
California
$4.89M +$52.5K +2,325 +1%
MCA
14
Mendon Capital Advisors
Florida
$4.81M +$1.24M +55,000 +38%
CRC
15
Curi RMB Capital
Illinois
$4.66M +$1.24M +55,000 +38%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.14M -$222K -9,817 -7%
FP
17
Foundry Partners
Minnesota
$3.09M -$12.6K -560 -0.4%
N
18
Nuveen
North Carolina
$1.81M +$49.3K +2,184 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.62M +$318K +14,084 +25%
Invesco
20
Invesco
Georgia
$1.42M +$96.8K +4,287 +8%
Bank of America
21
Bank of America
North Carolina
$1.41M +$142K +6,293 +12%
Morgan Stanley
22
Morgan Stanley
New York
$1.37M -$1.75M -77,720 -57%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.32M
Goldman Sachs
24
Goldman Sachs
New York
$1.18M -$142K -6,292 -11%
Barclays
25
Barclays
United Kingdom
$1.07M -$254K -11,272 -20%

AMTB Hedge Fund Activity: Q1 2024 in Review

84 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q1 2024, worth a combined $344M — down 1.3% from $348M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AMTB positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $5.01M. The largest seller was Morgan Stanley, cutting an estimated $1.75M.

  • 84 institutional investors held Amerant Bancorp (AMTB) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $344M of Amerant Bancorp stock for Q1 2024, down 1.3% quarter-over-quarter.
  • 10 funds opened new Amerant Bancorp positions in Q1 2024 and 4 closed out, a net change of +6 holders.
  • The largest Amerant Bancorp buyer in Q1 2024 was Maltese Capital Management, an estimated $5.01M added.
  • The largest Amerant Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2024.