undamentalytics Newsletter

Amerant Bancorp Inc.: which funds bought and sold

Institutions that bought and sold Amerant Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 69 institutions that filed 13F reports for both quarters added to or opened positions in Amerant Bancorp, and 70 cut or closed them. Together they sold a net 218K shares, −0.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 707K shares (+7.3%); index fund managers were net sellers of 10K shares (−0.1%). 19 opened a new position and 23 sold out entirely.

Bought, Q2 2026 69 institutions, 19 of them new holders Sold, Q2 2026 70 institutions, 23 of them sold out
Net change, all compared −218K shares (−0.8%)
Net change, active managers +707K shares (+7.3%), 14 bought, 15 sold

Buyers versus sellers

institutions compared, 164
Active managers and hedge funds 14 bought · 15 sold · +707K
Index fund managers 6 bought · 4 sold · −10K
Other institutions 49 bought · 51 sold · −915K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
North Reef Capital Management LP Hedge fund +695K +59.9% 1.9M $47.4M
Basswood Capital Management, L.L.C. +497K New position 497K $12.7M
American Century Companies Inc Active manager +318K +60.2% 846K $21.6M
Two Sigma Investments, LP Hedge fund +260K +59.0% 701K $17.9M
Dimensional Fund Advisors LP +176K +12.7% 1.6M $39.9M
Citadel Advisors LLC Hedge fund +175K +680.7% 200K $5.1M
State Street Corp Index funds +126K +11.1% 1.3M $32.2M
Qube Research & Technologies Ltd Hedge fund +117K New position 117K $3M
Marshall Wace, LLP Hedge fund +79K New position 79K $2M
Mendon Capital Advisors Corp +54K +19.8% 328K $8.4M
Curi Capital, LLC +50K +20.0% 300K $7.7M
Kennedy Capital Management LLC Active manager +45K New position 45K $1.1M
Goldman Sachs Group Inc +43K +14.5% 343K $8.8M
Y-Intercept (Hong Kong) Ltd +41K New position 41K $1M
Quantinno Capital Management LP +34K +61.4% 89K $2.3M
Blackrock, Inc. Index funds +32K +1.1% 2.8M $72.2M
Salzhauer Michael +30K +150.0% 50K $1.3M
Atom Investors LP +25K New position 25K $646,064
Squarepoint Ops LLC Hedge fund +25K New position 25K $632,590
Wells Fargo & Company +15K +112.5% 29K $737,324

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −669K −76.4% 207K $5.3M
Patriot Financial Partners Gp Ii, L.P. −250K −11.1% 2.0M $51.2M
Fj Capital Management LLC −246K Sold out 0 —
Verition Fund Management LLC Hedge fund −231K Sold out 0 —
Brevan Howard Capital Management LP Hedge fund −206K −91.7% 19K $475,004
Perry Creek Capital LP −196K Sold out 0 —
Wellington Management Group LLP Active manager −138K −2.5% 5.4M $138M
Vanguard Capital Management LLC Index funds −126K −7.1% 1.6M $42M
Boothbay Fund Management, LLC Hedge fund −121K Sold out 0 —
Algert Global LLC Hedge fund −74K Sold out 0 —
Maltese Capital Management LLC −73K −14.7% 420K $10.7M
Jane Street Group, LLC −64K Sold out 0 —
Numerai Gp LLC −59K Sold out 0 —
Pmc Fig Opportunities LLC −58K Sold out 0 —
Man Group PLC Hedge fund −53K −57.5% 39K $993,519
Sei Investments Co −49K −24.8% 149K $3.8M
Jacobs Levy Equity Management, Inc Active manager −45K Sold out 0 —
Charles Schwab Investment Management Inc Index funds −44K −12.3% 317K $8.1M
Alliancebernstein L.P. Active manager −42K −53.8% 36K $788,812
Ameriprise Financial Inc −42K −50.3% 41K $1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Basswood Capital Management, L.L.C. 497K $12.7M
Qube Research & Technologies LtdHedge fund 117K $3M
Marshall Wace, LLPHedge fund 79K $2M
Kennedy Capital Management LLCActive manager 45K $1.1M
Y-Intercept (Hong Kong) Ltd 41K $1M
Atom Investors LP 25K $646,064
Squarepoint Ops LLCHedge fund 25K $632,590
Entropy Technologies, LP 13K $325,865
Schonfeld Strategic Advisors LLCHedge fund 9,376 $239,274
Raymond James Financial Inc 8,955 $228,532

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fj Capital Management LLC 246K $5.4M
Verition Fund Management LLCHedge fund 231K $5.1M
Perry Creek Capital LP 196K $4.3M
Boothbay Fund Management, LLCHedge fund 121K $2.7M
Algert Global LLCHedge fund 74K $1.6M
Jane Street Group, LLC 64K $1.4M
Numerai Gp LLC 59K $1.3M
Pmc Fig Opportunities LLC 58K $1.3M
Jacobs Levy Equity Management, IncActive manager 45K $991,778
Susquehanna International Group, LLP 27K $594,816

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
143
Ten largest holders
70.4%
of 13F-reported shares
Index fund managers
29.7%
of 13F-reported shares
Active managers and hedge funds
38.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 14 15 6 5 +707K +7.3%
Index fund managers 6 4 0 0 −10K −0.1%
Other institutions 49 51 13 18 −915K −9.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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