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Amerant Bancorp

117 hedge funds and large institutions have $606M invested in Amerant Bancorp in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 23

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

13% more capital invested

Capital invested by funds: $536M → $606M (+$70.2M)

3% more funds holding

Funds holding: 114117 (+3)

10.79% less ownership

Funds ownership: 75.02%64.23% (-11%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $464K

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
20
Increased
54
Reduced
23
Closed
17
Calls
Puts
$464K
Net Calls
-$464K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$124M -$2.78M -122,319 -2%
BlackRock
2
BlackRock
New York
$64.4M +$9M +395,687 +16%
PFP
3
Patriot Financial Partners
Pennsylvania
$51.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$47M +$1.98M +87,136 +4%
State Street
5
State Street
Massachusetts
$24.2M +$6.2M +272,456 +34%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.6M +$1.52M +66,816 +7%
Goldman Sachs
7
Goldman Sachs
New York
$23.6M +$10.1M +443,445 +73%
MCM
8
Maltese Capital Management
New York
$23.5M -$84.2K -3,700 -0.4%
KCM
9
Kennedy Capital Management
Missouri
$21M +$6.11M +268,486 +40%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.4M +$2.01M +88,177 +12%
Verition Fund Management
11
Verition Fund Management
Connecticut
$13.3M +$5.62M +247,145 +71%
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$12.6M -$1.73M -75,868 -12%
ACL
13
Azora Capital LP
Florida
$12M -$20.9K -921 -0.2%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$10.7M +$3.51M +154,466 +48%
MCA
15
Mendon Capital Advisors
Florida
$8.23M -$1.16M -50,951 -12%
American Century Companies
16
American Century Companies
Missouri
$8.19M -$758K -33,314 -8%
CRC
17
Curi RMB Capital
Illinois
$8.16M -$547K -24,029 -6%
Northern Trust
18
Northern Trust
Illinois
$7.81M +$1.54M +67,837 +24%
Charles Schwab
19
Charles Schwab
California
$6.75M +$687K +30,219 +11%
ECA
20
Endeavour Capital Advisors
Connecticut
$5.41M -$1.33M -58,647 -20%
PCM
21
Peregrine Capital Management
Minnesota
$5.33M +$5.41M +237,705 New
FP
22
Foundry Partners
Minnesota
$4.96M +$1.45M +63,605 +40%
PCC
23
Perry Creek Capital
New York
$4.4M
CSS
24
Cubist Systematic Strategies
Connecticut
$4.2M +$4.26M +187,390 New
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$3.66M +$2.54M +111,837 +217%

AMTB Hedge Fund Activity: Q4 2024 in Review

117 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Amerant Bancorp (AMTB) for Q4 2024, worth a combined $606M — up 13% from $536M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AMTB positions and 17 closed out — a net gain of 3 holders — while 54 added to existing stakes and 23 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $10.1M. The largest seller was AllianceBernstein, cutting an estimated $5.61M.

  • 117 institutional investors held Amerant Bancorp (AMTB) as of Q4 2024, up from 114 in Q3 2024.
  • Funds reported $606M of Amerant Bancorp stock for Q4 2024, up 13% quarter-over-quarter.
  • 20 funds opened new Amerant Bancorp positions in Q4 2024 and 17 closed out, a net change of +3 holders.
  • The largest Amerant Bancorp buyer in Q4 2024 was Goldman Sachs, an estimated $10.1M added.
  • The largest Amerant Bancorp seller in Q4 2024 was AllianceBernstein, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2024.