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Amalgamated Financial
AMAL

66 hedge funds and large institutions have $199M invested in Amalgamated Financial in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.02% more ownership

Funds ownership: 38.95% → 39.97% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

3% less funds holding

Funds holding: 68 → 66 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

20% less capital invested

Capital invested by funds: $249M → $199M (-$50M)

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
19
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.64M
2
RMCM
Reynders McVeigh Capital Management
Massachusetts
+$1.62M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.53M
4
ACL
Azora Capital LP
Florida
+$1.17M
5
Ameriprise
Ameriprise
Minnesota
+$674K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$6.56M
2
TG
TCW Group
California
-$2.15M
3
PCM
Peregrine Capital Management
Minnesota
-$1.6M
4
Blackstone Inc
Blackstone Inc
New York
-$843K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$768K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$892K -$91.9K -5,115 -8%
RC
27
Roubaix Capital
Colorado
$863K +$992K +55,171 New
Deutsche Bank
28
Deutsche Bank
Germany
$673K +$425K +23,670 +122%
Ameriprise
29
Ameriprise
Minnesota
$587K +$674K +37,500 New
PCM
30
Pentwater Capital Management
Florida
$530K – – –
EM
31
ELCO Management
New York
$520K -$76.6K -4,264 -11%
PCM
32
Penn Capital Management
Pennsylvania
$419K -$561K -31,229 -54%
RA
33
Raffles Associates
New York
$407K -$180K -10,000 -28%
Charles Schwab
34
Charles Schwab
California
$405K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$380K +$428K +23,807 +4,761%
ECM
36
ExodusPoint Capital Management
New York
$360K +$413K +22,974 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$290K – – –
JMPWA
38
JP Morgan Private Wealth Advisors
California
$275K +$316K +17,571 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$264K – – –
TA
40
Teachers Advisors
New York
$259K – – –
SEI Investments
41
SEI Investments
Pennsylvania
$257K +$283K +15,748 +2,253%
TCIM
42
TIAA CREF Investment Management
New York
$256K -$23.4K -1,303 -7%
CS
43
Credit Suisse
Switzerland
$247K -$116K -6,460 -29%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$218K +$22.9K +1,275 +10%
KeyBank National Association
45
KeyBank National Association
Ohio
$210K – – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$200K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$171K – – –
OAM
48
Oxford Asset Management
United Kingdom
$166K +$191K +10,612 New
WG
49
Winton Group
United Kingdom
$165K +$189K +10,529 New
Marshall Wace
50
Marshall Wace
United Kingdom
$135K +$155K +8,628 New
1
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AMAL Hedge Fund Activity: Q1 2019 in Review

66 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2019, worth a combined $199M — down 20% from $249M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AMAL and 10 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 19 added.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.64M. The largest seller was Millennium Management, cutting an estimated $6.56M.

  • 66 institutional investors held Amalgamated Financial (AMAL) as of Q1 2019, down from 68 in Q4 2018.
  • Funds reported $199M of Amalgamated Financial stock for Q1 2019, down 20% quarter-over-quarter.
  • 10 funds opened new Amalgamated Financial positions in Q1 2019 and 12 closed out, a net change of -2 holders.
  • The largest Amalgamated Financial buyer in Q1 2019 was Hotchkis & Wiley Capital Management, an estimated $2.64M added.
  • The largest Amalgamated Financial seller in Q1 2019 was Millennium Management, an estimated $6.56M sold.

Based on aggregated 13F filings for Q1 2019.