Amerant Bancorp Ownership 2024 | Who Owns Amerant Bancorp Now?
Institutional Ownership
46.37%
Insider Ownership
14.61%
Retail Ownership
39.02%
Institutional Holders
90.00
Amerant Bancorp Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 9.70% | 0.01% | 3,241,676 | 86,821 | 2.75% | 73,586,045 | Jun 30, 2024 |
| BLACKROCK INC. | 6.93% | 0.00% | 2,318,029 | 335,956 | 16.95% | 52,619,260 | Jun 30, 2024 |
| PATRIOT FINANCIAL PARTNERS GP, LP | 6.93% | 20.66% | 2,315,589 | - | - | 52,563,870 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.72% | 0.00% | 1,579,321 | -39,829 | -2.46% | 35,850,587 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.59% | 0.01% | 864,437 | 72,028 | 9.09% | 19,620,992 | Jun 30, 2024 |
| STATE STREET CORP | 2.23% | 0.00% | 746,779 | 33,786 | 4.74% | 16,951,883,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.93% | 0.00% | 646,680 | 68,948 | 11.93% | 14,682,851 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 1.56% | 2.19% | 523,100 | 80,600 | 18.21% | 11,874,371 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.19% | 0.01% | 399,411 | -8,088 | -1.98% | 9,066,630 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.80% | 0.13% | 268,091 | -1,114 | -0.41% | 6,085,666 | Jun 30, 2024 |
| PERRY CREEK CAPITAL LP | 0.78% | 2.78% | 259,134 | - | - | 5,882,342 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.68% | 0.00% | 226,061 | -9,768 | -4.14% | 5,131,585,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.67% | 0.00% | 223,041 | 13,017 | 6.20% | 5,063,031 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.60% | 0.11% | 200,000 | - | - | 4,540,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.47% | 0.00% | 156,896 | 106,027 | 208.43% | 3,561,539 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.47% | 0.00% | 156,190 | 21,318 | 15.81% | 3,545,513 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.39% | 0.16% | 130,765 | -1,700 | -1.28% | 2,968,365 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.32% | 0.00% | 106,670 | 28,855 | 37.08% | 2,421,409 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 68,873 | 25,036 | 57.11% | 1,563,418 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.20% | 0.07% | 65,541 | 27,569 | 72.60% | 1,487,781 | Jun 30, 2024 |
Amerant Bancorp's largest institutional shareholder is WELLINGTON MANAGEMENT GROUP LLP, holding 9.70% of the company's total share outstanding, currently valued at $73.59M. The top 10 institutional shareholders own together 38.59% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PATRIOT FINANCIAL PARTNERS GP, LP | 6.93% | 20.66% | 2,315,589 | - | - | 52,563,870 | Jun 30, 2024 |
| PERRY CREEK CAPITAL LP | 0.78% | 2.78% | 259,134 | - | - | 5,882,342 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 1.56% | 2.19% | 523,100 | 80,600 | 18.21% | 11,874,371 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.07% | 0.44% | 24,988 | - | - | 567,228 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.39% | 0.16% | 130,765 | -1,700 | -1.28% | 2,968,365 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.80% | 0.13% | 268,091 | -1,114 | -0.41% | 6,085,666 | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | 0.60% | 0.11% | 200,000 | - | - | 4,540,000 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.20% | 0.07% | 65,541 | 27,569 | 72.60% | 1,487,781 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.05% | 1,525 | 1,525 | 100.00% | 34,618 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.04% | 0.04% | 14,594 | -618 | -4.06% | 331,284 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 1,100 | -4,300 | -79.63% | 24,970 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.70% | 0.01% | 3,241,676 | 86,821 | 2.75% | 73,586,045 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.08% | 0.01% | 27,406 | 27,406 | 100.00% | 622,116 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | 0.00% | 0.01% | 1,096 | - | - | 24,880 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.19% | 0.01% | 399,411 | -8,088 | -1.98% | 9,066,630 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.59% | 0.01% | 864,437 | 72,028 | 9.09% | 19,620,992 | Jun 30, 2024 |
| ACTIVEST WEALTH MANAGEMENT | 0.00% | 0.00% | 557 | 1 | 0.18% | 12,649 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.03% | 0.00% | 11,117 | -860 | -7.18% | 252,356 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.11% | 0.00% | 38,195 | 1,615 | 4.42% | 867,026 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.00% | 20,149 | 20,149 | 100.00% | 457,000 | Jun 30, 2024 |
The largest Amerant Bancorp shareholder by % of total assets is PATRIOT FINANCIAL PARTNERS GP, LP. The company owns 2.32M shares of Amerant Bancorp (AMTB), representing 20.66% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 6.93% | 0.00% | 2,318,029 | 335,956 | 16.95% | 52,619,260 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.47% | 0.00% | 156,896 | 106,027 | 208.43% | 3,561,539 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 9.70% | 0.01% | 3,241,676 | 86,821 | 2.75% | 73,586,045 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 1.56% | 2.19% | 523,100 | 80,600 | 18.21% | 11,874,371 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.59% | 0.01% | 864,437 | 72,028 | 9.09% | 19,620,992 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.93% | 0.00% | 646,680 | 68,948 | 11.93% | 14,682,851 | Jun 30, 2024 |
| STATE STREET CORP | 2.23% | 0.00% | 746,779 | 33,786 | 4.74% | 16,951,883,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.10% | 0.00% | 33,645 | 33,645 | 100.00% | 763,741 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.32% | 0.00% | 106,670 | 28,855 | 37.08% | 2,421,409 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 0.20% | 0.07% | 65,541 | 27,569 | 72.60% | 1,487,781 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.08% | 0.01% | 27,406 | 27,406 | 100.00% | 622,116 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 68,873 | 25,036 | 57.11% | 1,563,418 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.07% | 0.00% | 24,980 | 24,980 | 100.00% | 567,046 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.47% | 0.00% | 156,190 | 21,318 | 15.81% | 3,545,513 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.00% | 20,149 | 20,149 | 100.00% | 457,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 15,948 | 15,948 | 100.00% | 362,020 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.67% | 0.00% | 223,041 | 13,017 | 6.20% | 5,063,031 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 13,016 | 13,016 | 100.00% | 295,463 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.04% | 0.00% | 12,366 | 12,366 | 100.00% | 280,708 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.00% | 11,000 | 11,000 | 100.00% | 249,700 | Jun 30, 2024 |
As of Jun 30 2024, Amerant Bancorp's largest institutional buyer is BLACKROCK INC.. The company purchased 335.96K stocks of AMTB, valued at $52.62M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.06% | - | 21,556 | -48,173 | -69.09% | 489,322 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.72% | 0.00% | 1,579,321 | -39,829 | -2.46% | 35,850,587 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -16,230 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | 0.00% | 14,559 | -15,777 | -52.01% | 330,489 | Jun 30, 2024 |
| BARCLAYS PLC | 0.09% | 0.00% | 30,708 | -15,264 | -33.20% | 696,000 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,726 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,075 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.68% | 0.00% | 226,061 | -9,768 | -4.14% | 5,131,585,000 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -9,761 | -100.00% | - | Jun 30, 2024 |
| SWISS NATIONAL BANK | 0.14% | 0.00% | 47,200 | -9,300 | -16.46% | 1,071,440,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.19% | 0.01% | 399,411 | -8,088 | -1.98% | 9,066,630 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.04% | 0.00% | 12,000 | -7,500 | -38.46% | 272,400 | Jun 30, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.07% | 0.00% | 23,754 | -4,477 | -15.86% | 539,216 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 8,886 | -4,348 | -32.85% | 201,712 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.01% | 1,100 | -4,300 | -79.63% | 24,970 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.39% | 0.16% | 130,765 | -1,700 | -1.28% | 2,968,365 | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,308 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.80% | 0.13% | 268,091 | -1,114 | -0.41% | 6,085,666 | Jun 30, 2024 |
| STRS OHIO | 0.02% | 0.00% | 6,500 | -900 | -12.16% | 147,550,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.03% | 0.00% | 11,117 | -860 | -7.18% | 252,356 | Jun 30, 2024 |
As of Jun 30 2024, Amerant Bancorp's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -48.17K shares of AMTB, valued at $489.32K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 0.10% | 0.00% | 33,645 | 33,645 | 100.00% | 763,741 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.08% | 0.01% | 27,406 | 27,406 | 100.00% | 622,116 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.07% | 0.00% | 24,980 | 24,980 | 100.00% | 567,046 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.06% | 0.00% | 20,149 | 20,149 | 100.00% | 457,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 15,948 | 15,948 | 100.00% | 362,020 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 13,016 | 13,016 | 100.00% | 295,463 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.04% | 0.00% | 12,366 | 12,366 | 100.00% | 280,708 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.03% | 0.00% | 11,000 | 11,000 | 100.00% | 249,700 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.03% | 0.00% | 9,505 | 9,505 | 100.00% | 215,764 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.03% | - | 9,446 | 9,446 | 100.00% | 215,000 | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.03% | 0.00% | 8,773 | 8,773 | 100.00% | 199,000 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.05% | 1,525 | 1,525 | 100.00% | 34,618 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.00% | 0.00% | 480 | 480 | 100.00% | 11,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 293 | 293 | 100.00% | 6,652 | Jun 30, 2024 |
| COMERICA BANK | 0.00% | - | 124 | 124 | 100.00% | 2,815 | Jun 30, 2024 |
| CWM, LLC | 0.00% | - | 98 | 98 | 100.00% | 2,000 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | 0.00% | - | 55 | 55 | 100.00% | 1,249 | Jun 30, 2024 |
Amerant Bancorp's largest new institutional shareholder by number of shares is TWO SIGMA INVESTMENTS, LP, purchased 33.65K shares, valued at $763.74K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -16,230 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,726 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,075 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -9,761 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,308 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -246 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
Amerant Bancorp's largest sold out institutional shareholder by shares sold is NEW YORK LIFE INVESTMENT MANAGEMENT LLC, sold -16.23K shares, valued at -, as of undefined.
Amerant Bancorp Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| THOMPSON IM FUNDS INC | 0.63% | 10,000,000 | - | - | Feb 29, 2024 |
| RMB INVESTORS TRUST | 0.28% | 145,000 | -10,000 | -6.45% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 19,621 | - | - | Mar 31, 2024 |
| Keeley Funds, Inc. | 0.04% | 9,362 | -1,383 | -12.87% | Dec 29, 2023 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.03% | 6,531 | - | - | Mar 28, 2024 |
| Vericimetry Funds | 0.02% | 1,650 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 30,394 | - | - | Mar 28, 2024 |
| Federated Hermes MDT Series | 0.01% | 21,339 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 18,074 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 46,013 | -1,817 | -3.80% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,682 | -341 | -8.48% | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 30,880 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 400,332 | 78,840 | 24.52% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,379,266 | -408,640 | -22.86% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 667 | - | - | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 203,810 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 70,794 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 13,501 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 5,332 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 235,756 | 4,633 | 2.00% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 24,832 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,588 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 7,255 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 18,192 | -1,462 | -7.44% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 42,721 | -6,289 | -12.83% | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 188,862 | 32,468 | 20.76% | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST | 0.00% | 31,936 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 187 | - | - | Apr 30, 2021 |
| FIDELITY COVINGTON TRUST | 0.00% | 6,526 | 575 | 9.66% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 324,943 | 10,072 | 3.20% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 9,828 | -1,992 | -16.85% | Mar 31, 2024 |
| Global X Funds | 0.00% | 12,075 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 140,876 | 4,828 | 3.55% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 12,461 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,149 | -152 | -11.68% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 45,296 | 2,471 | 5.77% | Feb 29, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 51,469 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 442 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 9,600 | 1,500 | 18.52% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.00% | 4,402 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 1,588 | 156 | 10.89% | Mar 31, 2024 |
| GPS Funds I | 0.00% | 624 | - | - | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 10,400 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 14,443 | - | - | Mar 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 8,300 | -200 | -2.35% | Jan 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 7,781 | -1,630 | -17.32% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 544 | - | - | Aug 31, 2023 |
| NORTHERN FUNDS | 0.00% | 11,409 | 410 | 3.73% | Mar 28, 2024 |
| Direxion Shares ETF Trust | 0.00% | 11,873 | 1,876 | 18.77% | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 8,900 | - | - | Mar 28, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,610 | 89 | 5.85% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 1,028,462 | -89,641 | -8.02% | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 70,492 | -1,749 | -2.42% | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 113,367 | 11,804 | 11.62% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 236 | - | - | Dec 31, 2023 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 4,962 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 4,786 | -186 | -3.74% | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 5,835 | -20 | -0.34% | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 9,663 | 363 | 3.90% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 1,351 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 661 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 2,183 | - | - | Dec 31, 2023 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 17,373 | 2,551 | 17.21% | Jan 31, 2024 |
| VALIC Co I | 0.00% | 9,909 | -40 | -0.40% | Feb 29, 2024 |
| HC CAPITAL TRUST | 0.00% | 1,068 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 900 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 117 | - | - | Dec 31, 2023 |
| WisdomTree Trust | 0.00% | 54,140 | -662 | -1.21% | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 153 | - | - | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 2,904 | 2,904 | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 61,149 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 200 | -17 | -7.83% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 3,629 | 666 | 22.48% | Jan 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 1,696 | -11,418 | -87.07% | Mar 28, 2024 |
| PROSHARES TRUST | 0.00% | 3,783 | 444 | 13.30% | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 2,700 | - | - | Jan 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 15 | - | - | Dec 31, 2023 |
| PGIM ETF TRUST | 0.00% | 818 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 12,491 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 1,400 | - | - | Mar 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,072 | - | - | Feb 29, 2024 |
| Brighthouse Funds Trust II | 0.00% | 9,340 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 1,127 | - | - | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 24,092 | - | - | Mar 31, 2024 |
| PIMCO Equity Series | 0.00% | 2,268 | - | - | Mar 31, 2024 |
| SUNAMERICA SERIES TRUST | 0.00% | 2,925 | -12 | -0.41% | Jan 31, 2024 |
| Brinker Capital Destinations Trust | 0.00% | 473 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 165 | - | - | Jan 31, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 2,129 | 2,129 | - | Feb 29, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 2,556 | - | - | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 402 | - | - | Feb 29, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 12,381 | -557 | -4.31% | Mar 31, 2024 |
| FIDELITY SALEM STREET TRUST | 0.00% | 19,102 | -498 | -2.54% | Mar 31, 2024 |
| Bridge Builder Trust | 0.00% | 19,691 | -852 | -4.15% | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 1,233 | - | - | Jan 31, 2024 |
| Investment Managers Series Trust | 0.00% | 5,013 | - | - | Mar 31, 2024 |
| SPDR SERIES TRUST | 0.00% | 119,028 | 32,376 | 37.36% | Mar 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 10,910 | -455 | -4.00% | Mar 31, 2024 |
| WILSHIRE MUTUAL FUNDS INC | 0.00% | 773 | -1,060 | -57.83% | Dec 31, 2023 |
| AMERICAN BEACON FUNDS | 0.00% | 7,726 | - | - | Feb 29, 2024 |
Amerant Bancorp's largest mutual fund holder by % of total assets is "THOMPSON IM FUNDS INC", owning 10.00M shares, compromising 0.63% of its total assets.
Amerant Bancorp Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 90 | 5.88% |
| 31 Mar, 24 | 85 | 6.25% |
| 31 Dec, 23 | 80 | -1.23% |
| 30 Sep, 23 | 81 | -2.41% |
| 30 Jun, 23 | 83 | -6.74% |
| 31 Mar, 23 | 89 | 1.14% |
| 31 Dec, 22 | 88 | 6.02% |
| 30 Sep, 22 | 83 | - |
| 30 Jun, 22 | 83 | -17.82% |
| 31 Mar, 22 | 101 | 13.48% |
| 31 Dec, 21 | 89 | 28.99% |
| 30 Sep, 21 | 69 | 6.15% |
| 30 Jun, 21 | 65 | 3.17% |
| 31 Mar, 21 | 63 | 23.53% |
| 31 Dec, 20 | 51 | 10.87% |
| 30 Sep, 20 | 46 | -6.12% |
| 30 Jun, 20 | 49 | 4.26% |
| 31 Mar, 20 | 47 | 4.44% |
| 31 Dec, 19 | 45 | -6.25% |
| 30 Sep, 19 | 48 | 11.63% |
| 30 Jun, 19 | 43 | - |
As of 30 Jun 24, 90 institutions are holding Amerant Bancorp's shares, representing an increase of 5.88% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 15,501,494 | 5.05% |
| 31 Mar, 24 | 14,756,429 | 4.60% |
| 31 Dec, 23 | 14,106,827 | 7.48% |
| 30 Sep, 23 | 13,125,646 | -0.46% |
| 30 Jun, 23 | 13,185,673 | 0.36% |
| 31 Mar, 23 | 13,138,545 | 0.55% |
| 31 Dec, 22 | 13,066,928 | 2.44% |
| 30 Sep, 22 | 12,755,415 | 1.11% |
| 30 Jun, 22 | 12,614,771 | 3.76% |
| 31 Mar, 22 | 12,157,531 | -6.29% |
| 31 Dec, 21 | 12,973,474 | 11.28% |
| 30 Sep, 21 | 11,658,307 | 6.46% |
| 30 Jun, 21 | 10,950,920 | 5.30% |
| 31 Mar, 21 | 10,399,824 | 7.49% |
| 31 Dec, 20 | 9,675,495 | 27.97% |
| 30 Sep, 20 | 7,560,498 | -2.64% |
| 30 Jun, 20 | 7,765,211 | 2.40% |
| 31 Mar, 20 | 7,582,972 | 2.00% |
| 31 Dec, 19 | 7,433,968 | 0.09% |
| 30 Sep, 19 | 7,427,063 | 32.91% |
| 30 Jun, 19 | 5,588,083 | - |
Amerant Bancorp (AMTB) has 15.50M shares outstanding as of 30 Jun 24, up 5.05% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 46.37% | 2.38% |
| 31 Mar, 24 | 44.14% | 2.52% |
| 31 Dec, 23 | 41.86% | 2.74% |
| 30 Sep, 23 | 39.11% | 2.53% |
| 30 Jun, 23 | 39.29% | 2.56% |
| 31 Mar, 23 | 39.15% | 2.63% |
| 31 Dec, 22 | 38.59% | 2.66% |
| 30 Sep, 22 | 38.10% | 2.72% |
| 30 Jun, 22 | 37.46% | 3.07% |
| 31 Mar, 22 | 34.92% | 2.87% |
| 31 Dec, 21 | 34.90% | 3.54% |
| 30 Sep, 21 | 31.40% | 3.65% |
| 30 Jun, 21 | 29.34% | 3.84% |
| 31 Mar, 21 | 27.65% | 5.14% |
| 31 Dec, 20 | 23.18% | 7.06% |
| 30 Sep, 20 | 18.12% | 5.23% |
| 30 Jun, 20 | 18.61% | 5.76% |
| 31 Mar, 20 | 17.98% | 5.79% |
| 31 Dec, 19 | 17.62% | 5.76% |
| 30 Sep, 19 | 17.49% | 10.10% |
| 30 Jun, 19 | 13.16% | - |
As of 30 Jun 24, Amerant Bancorp is held by 46.37% institutional shareholders, representing a 2.38% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | 57.14% |
| 31 Mar, 24 | 35 | -10.26% |
| 31 Dec, 23 | 39 | - |
| 30 Sep, 23 | 39 | 11.43% |
| 30 Jun, 23 | 35 | -16.67% |
| 31 Mar, 23 | 42 | 7.69% |
| 31 Dec, 22 | 39 | 30.00% |
| 30 Sep, 22 | 30 | -36.17% |
| 30 Jun, 22 | 47 | -7.84% |
| 31 Mar, 22 | 51 | -21.54% |
| 31 Dec, 21 | 65 | 75.68% |
| 30 Sep, 21 | 37 | 42.31% |
| 30 Jun, 21 | 26 | -25.71% |
| 31 Mar, 21 | 35 | 25.00% |
| 31 Dec, 20 | 28 | 115.38% |
| 30 Sep, 20 | 13 | -60.61% |
| 30 Jun, 20 | 33 | 26.92% |
| 31 Mar, 20 | 26 | 13.04% |
| 31 Dec, 19 | 23 | -32.35% |
| 30 Sep, 19 | 34 | -20.93% |
| 30 Jun, 19 | 43 | - |
55 institutional shareholders have increased their position in AMTB stock as of 30 Jun 24 compared to 35 in the previous quarter (a 57.14% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 20 | -20.00% |
| 31 Mar, 24 | 25 | 19.05% |
| 31 Dec, 23 | 21 | -4.55% |
| 30 Sep, 23 | 22 | -37.14% |
| 30 Jun, 23 | 35 | 20.69% |
| 31 Mar, 23 | 29 | -3.33% |
| 31 Dec, 22 | 30 | -16.67% |
| 30 Sep, 22 | 36 | 56.52% |
| 30 Jun, 22 | 23 | -30.30% |
| 31 Mar, 22 | 33 | 73.68% |
| 31 Dec, 21 | 19 | -5.00% |
| 30 Sep, 21 | 20 | -23.08% |
| 30 Jun, 21 | 26 | 36.84% |
| 31 Mar, 21 | 19 | 46.15% |
| 31 Dec, 20 | 13 | -35.00% |
| 30 Sep, 20 | 20 | 185.71% |
| 30 Jun, 20 | 7 | -46.15% |
| 31 Mar, 20 | 13 | 44.44% |
| 31 Dec, 19 | 9 | 28.57% |
| 30 Sep, 19 | 7 | - |
| 30 Jun, 19 | - | - |
20 institutional shareholders have reduced their position in AMTB stock as of 30 Jun 24 compared to 25 in the previous quarter (a -20.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 90 | 5.88% | 15,501,494 | 5.05% | 46.37% | 2.38% | 55 | 57.14% | 20 | -20.00% |
| 31 Mar, 24 | 85 | 6.25% | 14,756,429 | 4.60% | 44.14% | 2.52% | 35 | -10.26% | 25 | 19.05% |
| 31 Dec, 23 | 80 | -1.23% | 14,106,827 | 7.48% | 41.86% | 2.74% | 39 | - | 21 | -4.55% |
| 30 Sep, 23 | 81 | -2.41% | 13,125,646 | -0.46% | 39.11% | 2.53% | 39 | 11.43% | 22 | -37.14% |
| 30 Jun, 23 | 83 | -6.74% | 13,185,673 | 0.36% | 39.29% | 2.56% | 35 | -16.67% | 35 | 20.69% |
| 31 Mar, 23 | 89 | 1.14% | 13,138,545 | 0.55% | 39.15% | 2.63% | 42 | 7.69% | 29 | -3.33% |
| 31 Dec, 22 | 88 | 6.02% | 13,066,928 | 2.44% | 38.59% | 2.66% | 39 | 30.00% | 30 | -16.67% |
| 30 Sep, 22 | 83 | - | 12,755,415 | 1.11% | 38.10% | 2.72% | 30 | -36.17% | 36 | 56.52% |
| 30 Jun, 22 | 83 | -17.82% | 12,614,771 | 3.76% | 37.46% | 3.07% | 47 | -7.84% | 23 | -30.30% |
| 31 Mar, 22 | 101 | 13.48% | 12,157,531 | -6.29% | 34.92% | 2.87% | 51 | -21.54% | 33 | 73.68% |
| 31 Dec, 21 | 89 | 28.99% | 12,973,474 | 11.28% | 34.90% | 3.54% | 65 | 75.68% | 19 | -5.00% |
| 30 Sep, 21 | 69 | 6.15% | 11,658,307 | 6.46% | 31.40% | 3.65% | 37 | 42.31% | 20 | -23.08% |
| 30 Jun, 21 | 65 | 3.17% | 10,950,920 | 5.30% | 29.34% | 3.84% | 26 | -25.71% | 26 | 36.84% |
| 31 Mar, 21 | 63 | 23.53% | 10,399,824 | 7.49% | 27.65% | 5.14% | 35 | 25.00% | 19 | 46.15% |
| 31 Dec, 20 | 51 | 10.87% | 9,675,495 | 27.97% | 23.18% | 7.06% | 28 | 115.38% | 13 | -35.00% |
| 30 Sep, 20 | 46 | -6.12% | 7,560,498 | -2.64% | 18.12% | 5.23% | 13 | -60.61% | 20 | 185.71% |
| 30 Jun, 20 | 49 | 4.26% | 7,765,211 | 2.40% | 18.61% | 5.76% | 33 | 26.92% | 7 | -46.15% |
| 31 Mar, 20 | 47 | 4.44% | 7,582,972 | 2.00% | 17.98% | 5.79% | 26 | 13.04% | 13 | 44.44% |
| 31 Dec, 19 | 45 | -6.25% | 7,433,968 | 0.09% | 17.62% | 5.76% | 23 | -32.35% | 9 | 28.57% |
| 30 Sep, 19 | 48 | 11.63% | 7,427,063 | 32.91% | 17.49% | 10.10% | 34 | -20.93% | 7 | - |
| 30 Jun, 19 | 43 | - | 5,588,083 | - | 13.16% | - | 43 | - | - | - |
Amerant Bancorp Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Amerant Bancorp's stock was made by Calderon Sharymar on Aug 06 2024, selling 166 shares at $21.85 per share (valued at $3.63K).
Amerant Bancorp Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 30 | 23 | 130.43% |
| Q1 2024 | 30 | 30 | 100.00% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 1 | 1 | 100.00% |
| Q2 2023 | 40 | 17 | 235.29% |
| Q1 2023 | 18 | 17 | 105.88% |
| Q4 2022 | 6 | 8 | 75.00% |
| Q3 2022 | 5 | - | - |
| Q2 2022 | 17 | 13 | 130.77% |
| Q1 2022 | 15 | 20 | 75.00% |
| Q4 2021 | 11 | 17 | 64.71% |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 16 | 9 | 177.78% |
| Q1 2021 | 13 | 1 | 1300.00% |
| Q4 2020 | 3 | 13 | 23.08% |
| Q2 2020 | 9 | - | - |
| Q1 2020 | - | 3 | - |
| Q4 2019 | 3 | 12 | 25.00% |
| Q3 2019 | - | 1 | - |
| Q2 2019 | 1 | - | - |
30 total buy trades, and 23 total sell trades (buy/sell ratio of 1.30%) were made by Amerant Bancorp's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 2 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 4 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 7 | - |
| Q3 2022 | 4 | - | - |
| Q2 2022 | 3 | 1 | 300.00% |
| Q1 2022 | - | 10 | - |
| Q4 2021 | 3 | 3 | 100.00% |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 4 | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of Amerant Bancorp's stocks.
Amerant Bancorp Peer Ownership
| Ticker | Company |
|---|---|
| BCAL | Southern California Bancorp |
| HBCP | Home Bancorp, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| ACNB | ACNB Corporation |
| AUBN | Auburn National Bancorporation, Inc. |
| FCCO | First Community Corporation |
| CWBC | Community West Bancshares |
| AMNB | American National Bankshares Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| HVBC | HV Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| BCML | BayCom Corp |
AMTB Ownership FAQ
Who Owns Amerant Bancorp?
Amerant Bancorp is owned by institutional shareholders (46.37%), insiders (14.61%), and public (39.02%). The largest institutional shareholder of Amerant Bancorp is WELLINGTON MANAGEMENT GROUP LLP (9.70% of total shares) and the top mutual fund owner is THOMPSON IM FUNDS INC (0.63% of total shares).
Who are the major institutional shareholders of Amerant Bancorp?
Amerant Bancorp's major institutional shareholders are WELLINGTON MANAGEMENT GROUP LLP, BLACKROCK INC., PATRIOT FINANCIAL PARTNERS GP, LP, VANGUARD GROUP INC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 30.87% of the company's share outstanding.
How many Amerant Bancorp shareholders are there?
As of Jun 2024, there are 90 institutional shareholders of Amerant Bancorp.
What percentage of Amerant Bancorp is owned by WELLINGTON MANAGEMENT GROUP LLP?
WELLINGTON MANAGEMENT GROUP LLP owns 3.24M shares of Amerant Bancorp, representing 9.70% of the company's total shares outstanding, valued at $73.59M (as of Jun 2024).
What percentage of Amerant Bancorp is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 2.32M shares of Amerant Bancorp (AMTB), compromising 6.93% of the company, valued at $52.62M.
What percentage of Amerant Bancorp is owned by PATRIOT FINANCIAL PARTNERS GP, LP?
PATRIOT FINANCIAL PARTNERS GP, LP is the third largest holder of Amerant Bancorp. The company owns 2.32M of the company's shares outstanding (worth $52.56M).