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Amerant Bancorp

93 hedge funds and large institutions have $356M invested in Amerant Bancorp in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

11% more funds holding

Funds holding: 8493 (+9)

2.06% more ownership

Funds ownership: 43.92%45.98% (+2.1%)

4% more capital invested

Capital invested by funds: $344M → $356M (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
40
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$73.6M +$1.92M +86,821 +3%
BlackRock
2
BlackRock
New York
$52.6M +$7.41M +335,956 +17%
PFP
3
Patriot Financial Partners
Pennsylvania
$52.6M
Vanguard Group
4
Vanguard Group
Pennsylvania
$35.9M -$879K -39,829 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$19.6M +$1.59M +72,028 +9%
State Street
6
State Street
Massachusetts
$17M +$745K +33,786 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.7M +$1.52M +68,948 +12%
MCM
8
Maltese Capital Management
New York
$11.9M +$1.78M +80,600 +18%
American Century Companies
9
American Century Companies
Missouri
$9.07M -$178K -8,088 -2%
KCM
10
Kennedy Capital Management
Missouri
$6.09M -$24.6K -1,114 -0.4%
PCC
11
Perry Creek Capital
New York
$5.88M
Northern Trust
12
Northern Trust
Illinois
$5.13M -$215K -9,768 -4%
Charles Schwab
13
Charles Schwab
California
$5.06M +$287K +13,017 +6%
MCA
14
Mendon Capital Advisors
Florida
$4.62M -$4.33M -196,483 -98%
CRC
15
Curi RMB Capital
Illinois
$4.54M
Goldman Sachs
16
Goldman Sachs
New York
$3.56M +$2.34M +106,027 +208%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.55M +$470K +21,318 +16%
FP
18
Foundry Partners
Minnesota
$2.97M -$37.5K -1,700 -1%
N
19
Nuveen
North Carolina
$2.42M +$637K +28,855 +37%
UBS AM
20
UBS AM
Illinois
$1.56M +$552K +25,036 +57%
NRCM
21
North Reef Capital Management
California
$1.49M +$608K +27,569 +73%
Bank of America
22
Bank of America
North Carolina
$1.46M +$83.6K +3,789 +6%
Invesco
23
Invesco
Georgia
$1.43M +$37.9K +1,718 +3%
Morgan Stanley
24
Morgan Stanley
New York
$1.41M +$71.3K +3,232 +5%
Swiss National Bank
25
Swiss National Bank
Switzerland
$1.07M -$205K -9,300 -16%

AMTB Hedge Fund Activity: Q2 2024 in Review

93 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q2 2024, worth a combined $356M — up 3.7% from $344M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AMTB positions and 8 closed out — a net gain of 10 holders — while 40 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $7.41M. The largest seller was Mendon Capital Advisors, cutting an estimated $4.33M.

  • 93 institutional investors held Amerant Bancorp (AMTB) as of Q2 2024, up from 84 in Q1 2024.
  • Funds reported $356M of Amerant Bancorp stock for Q2 2024, up 3.7% quarter-over-quarter.
  • 18 funds opened new Amerant Bancorp positions in Q2 2024 and 8 closed out, a net change of +10 holders.
  • The largest Amerant Bancorp buyer in Q2 2024 was BlackRock, an estimated $7.41M added.
  • The largest Amerant Bancorp seller in Q2 2024 was Mendon Capital Advisors, an estimated $4.33M sold.

Based on aggregated 13F filings for Q2 2024.