Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amerant Bancorp Inc (AMTB)

141 + Investors. Track Smart Money conviction in AMTB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — AMTB

Based on 141 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their AMTB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
141 hedge funds hold AMTB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

74 buying75 selling
Last quarter: 74 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 27 → 27 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
67 out of 141 hedge funds have held AMTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~23 new funds/quarter

25 → 19 → 27 → 27 → 23 new funds/Q
New funds entering each quarter: 19 → 27 → 27 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 31% newcomers

■ 52% veterans ■ 17% 1-2yr ■ 31% new
Entry-cohort mix of 141 holders: 73 (52%) are 2+ year veterans, 24 entered 1–2 years ago, and 44 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
41 of 141 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in AMTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMTB

In 2026 Q2, 74 hedge funds were net buyers of AMTB (23 opened a new position, 51 added to an existing one), while 75 reduced or exited (45 trimmed, 30 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 61% of total institutional value in AMTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 141.

Hedge Fund Ownership: AMTB

How many hedge funds hold AMTB — quarterly history vs. share price
Quarterly hedge fund ownership of AMTB vs. share price

Market Analysis: AMTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMTB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: AMTB
141 + Investors

Track Smart Money conviction in AMTB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 141 148 -4.73%
13F Shares 29M 27M 6.47%
Total Value $678M $592M 14.48%
New Positions 23 27 -4
Increased Positions 51 53 -2
Closed Positions 30 18 +12
Reduced Positions 45 45 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMTB

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Institutional Holders (2026 Q2)

141 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMTB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AMTB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Patriot Financial Partners GP II, L.P. 13.09% 2,007,283 $51.2M
2 Mendon Capital Advisors Corp 2.95% 327,504 $8.4M
3 Maltese Capital Management LLC 1.95% 420,000 $10.7M
4 North Reef Capital Management LP 1.82% 1,855,507 $47.4M
5 Banc Funds Co LLC 0.73% 174,000 $4.4M
6 Basswood Capital Management, L.L.C. 0.51% 497,159 $12.7M
7 Essex Investment Management Co LLC 0.50% 150,236 $3.8M
8 Salzhauer Michael 0.44% 50,000 $1.3M
9 Daytona Street Capital LLC 0.22% 11,840 $303K
10 Peregrine Capital Management LLC 0.16% 196,208 $5.0M
11 ELCO Management Co., LLC 0.13% 11,891 $303K
12 Bridgeway Capital Management, LLC 0.12% 264,730 $6.8M
13 Curi Capital, LLC 0.12% 300,056 $7.7M
14 Legato Capital Management LLC 0.11% 50,251 $1.3M
15 Atom Investors LP 0.06% 25,316 $646K
16 Hotchkis & Wiley Capital Management LLC 0.04% 472,648 $12.1M
17 Inspire Investing, LLC 0.03% 26,803 $684K
18 Wellington Management Group LLP 0.02% 5,392,594 $137.6M
19 Empowered Funds, LLC 0.02% 164,730 $4.2M
20 Y-Intercept (Hong Kong) Ltd 0.02% 41,108 $1.0M
21 Kennedy Capital Management LLC 0.02% 44,861 $1.1M
22 XTX Topco Ltd 0.01% 43,705 $1.1M
23 Addison Advisors LLC 0.01% 1,096 $28K
24 Entropy Technologies, LP 0.01% 12,769 $326K
25 Two Sigma Investments, LP 0.01% 700,533 $17.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Amerant Bancorp Inc (AMTB)

What does the Smart Money Trend signal show for AMTB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their AMTB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AMTB?

Slight buying edge — 50% buying: Last quarter: 74 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMTB holders?

Elite ownership — 61% AUM from top-100 funds: 41 of 141 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in AMTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMTB?

48% of holders stayed for 2+ years: 67 out of 141 hedge funds have held AMTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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