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Amalgamated Financial
AMAL

77 hedge funds and large institutions have $222M invested in Amalgamated Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

17% more funds holding

Funds holding: 66 → 77 (+11)

12% more capital invested

Capital invested by funds: $199M → $222M (+$23.2M)

0.07% more ownership

Funds ownership: 39.97% → 40.04% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.06M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.73M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.22M
4
PCM
Penn Capital Management
Pennsylvania
+$780K
5
FTI
Fiduciary Trust International
Massachusetts
+$691K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.4M
2
Millennium Management
Millennium Management
New York
-$1.49M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.13M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.1M
5
RC
Roubaix Capital
Colorado
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$974K -$21K -1,256 -2%
FTI
27
Fiduciary Trust International
Massachusetts
$720K +$691K +41,280 New
N
28
Nuveen
North Carolina
$696K +$667K +39,846 New
Ameriprise
29
Ameriprise
Minnesota
$654K – – –
PCM
30
Pentwater Capital Management
Florida
$592K – – –
Deutsche Bank
31
Deutsche Bank
Germany
$574K -$171K -10,210 -24%
Charles Schwab
32
Charles Schwab
California
$552K +$96.3K +5,754 +22%
EM
33
ELCO Management
New York
$548K -$30.4K -1,814 -5%
Squarepoint
34
Squarepoint
New York
$492K +$472K +28,200 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$464K +$162K +9,700 +57%
RA
36
Raffles Associates
New York
$454K – – –
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$429K +$411K +24,578 New
First Trust Advisors
38
First Trust Advisors
Illinois
$397K +$381K +22,745 New
Russell Investments Group
39
Russell Investments Group
United Kingdom
$381K -$699K -41,740 -66%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$372K +$47.2K +2,818 +15%
SEI Investments
41
SEI Investments
Pennsylvania
$342K +$52.5K +3,137 +19%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$320K +$73.5K +4,391 +31%
DII
43
Domini Impact Investments
New York
$302K +$290K +17,327 New
CS
44
Credit Suisse
Switzerland
$293K +$17.4K +1,040 +7%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$291K +$97.1K +5,800 +53%
Renaissance Technologies
46
Renaissance Technologies
New York
$276K +$264K +15,800 New
MSL
47
Mackay Shields LLC
New York
$258K +$248K +14,800 New
KeyBank National Association
48
KeyBank National Association
Ohio
$234K – – –
CEP
49
Chicago Equity Partners
Illinois
$234K +$225K +13,420 New
OAM
50
Oxford Asset Management
United Kingdom
$228K +$40.6K +2,428 +23%
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AMAL Hedge Fund Activity: Q2 2019 in Review

77 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2019, worth a combined $222M — up 12% from $199M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AMAL positions and 7 closed out — a net gain of 13 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $2.06M. The largest seller was Goldman Sachs, cutting an estimated $3.4M.

  • 77 institutional investors held Amalgamated Financial (AMAL) as of Q2 2019, up from 66 in Q1 2019.
  • Funds reported $222M of Amalgamated Financial stock for Q2 2019, up 12% quarter-over-quarter.
  • 20 funds opened new Amalgamated Financial positions in Q2 2019 and 7 closed out, a net change of +13 holders.
  • The largest Amalgamated Financial buyer in Q2 2019 was BlackRock, an estimated $2.06M added.
  • The largest Amalgamated Financial seller in Q2 2019 was Goldman Sachs, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2019.