Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amerant Bancorp Inc (AMTB)

146 + 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
↑ +8
Streak
9Q ▲
Buyers last Q
56%

Smart Money Signals — AMTB

Based on 147 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added AMTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
147 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 — +19% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

79 buying63 selling
Last quarter: 79 funds bought or added vs 63 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 — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 19 → 27 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 31% medium ■ 26% new
64 out of 147 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.
📈

Growing discovery — still being found

17 → 25 → 19 → 27 → 26 new funds/Q
New funds entering each quarter: 25 → 19 → 27 → 26. A growing number of institutions are discovering AMTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 33% newcomers

■ 52% veterans ■ 15% 1-2yr ■ 33% new
Entry-cohort mix of 147 holders: 77 (52%) are 2+ year veterans, 22 entered 1–2 years ago, and 48 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
39 of 147 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 79 hedge funds were net buyers of AMTB (26 opened a new position, 53 added to an existing one), while 63 reduced or exited (45 trimmed, 18 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in AMTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 147.

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

-- --

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

Is It Too Late to Buy Amerant Bancorp Inc (AMTB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMTB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
AMTB
nan%
XLF
+9.5%

AMTB outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
AMTB
nan%
XLF
+5.8%

Since the filing became public, AMTB outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AMTB
146 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 146 139 5.04%
13F Shares 27M 26M 4.72%
Total Value $592M $506M 16.96%
New Positions 25 27 -2
Increased Positions 53 49 +4
Closed Positions 18 18 -
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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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

146 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Patriot Financial Partners GP II, L.P. 12.81% 2,257,283 $49.8M
2 Perry Creek Capital LP 2.69% 196,140 $4.3M
3 Mendon Capital Advisors Corp 2.34% 273,308 $6.0M
4 Maltese Capital Management LLC 2.14% 492,500 $10.9M
5 PMC FIG Opportunities LLC 1.98% 58,441 $1.3M
6 North Reef Capital Management LP 0.88% 1,160,488 $25.6M
7 Banc Funds Co LLC 0.74% 180,000 $4.0M
8 FJ Capital Management LLC 0.61% 245,913 $5.4M
9 Essex Investment Management Co LLC 0.55% 156,818 $3.5M
10 Daytona Street Capital LLC 0.45% 25,840 $585K
11 Salzhauer Michael 0.21% 20,000 $441K
12 Peregrine Capital Management LLC 0.17% 213,377 $4.7M
13 Persistent Asset Partners Ltd 0.17% 20,874 $460K
14 EntryPoint Capital, LLC 0.15% 23,364 $515K
15 Numerai GP LLC 0.13% 59,285 $1.3M
16 Bridgeway Capital Management, LLC 0.12% 264,730 $5.8M
17 ELCO Management Co., LLC 0.11% 10,497 $231K
18 Curi Capital, LLC 0.10% 250,056 $5.5M
19 Legato Capital Management LLC 0.10% 48,735 $1.1M
20 Brevan Howard Capital Management LP 0.04% 225,000 $5.0M
21 Inspire Investing, LLC 0.04% 23,218 $512K
22 Boothbay Fund Management, LLC 0.03% 120,685 $2.7M
23 Verition Fund Management LLC 0.03% 230,500 $5.1M
24 Hotchkis & Wiley Capital Management LLC 0.03% 470,678 $10.4M
25 State of Wyoming 0.03% 9,941 $219K
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?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added AMTB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMTB?

Slight buying edge — 56% buying: Last quarter: 79 funds bought or added vs 63 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 — 47% AUM from top-100 funds: 39 of 147 holders are among the 100 largest funds by AUM, controlling 47% 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?

44% of holders stayed for 2+ years: 64 out of 147 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.

Is it too late to buy Amerant Bancorp Inc (AMTB) following the 2026 Q1 hedge fund 13F filings?

As of today, AMTB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AMTB has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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