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Amalgamated Financial
AMAL

81 hedge funds and large institutions have $197M invested in Amalgamated Financial in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 77 → 81 (+4)

1.28% less ownership

Funds ownership: 40.04% → 38.75% (-1.3%)

11% less capital invested

Capital invested by funds: $222M → $197M (-$24.7M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
33
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$4.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.18M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.63M
4
Renaissance Technologies
Renaissance Technologies
New York
+$922K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$817K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.12M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$2.32M
4
Blackstone Inc
Blackstone Inc
New York
-$1.75M
5
PCM
Peregrine Capital Management
Minnesota
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$1.02M +$528K +32,351 +102%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.01M -$40.6K -2,485 -4%
Wells Fargo
28
Wells Fargo
California
$993K +$102K +6,224 +11%
FTI
29
Fiduciary Trust International
Massachusetts
$661K – – –
N
30
Nuveen
North Carolina
$625K -$13.5K -828 -2%
Ameriprise
31
Ameriprise
Minnesota
$601K – – –
Squarepoint
32
Squarepoint
New York
$594K +$145K +8,897 +32%
IP
33
Isthmus Partners
Wisconsin
$568K +$382K +23,400 +194%
OAM
34
Oxford Asset Management
United Kingdom
$521K +$318K +19,508 +150%
EM
35
ELCO Management
New York
$500K -$3.43K -210 -0.7%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$427K +$79.3K +4,857 +22%
Swiss National Bank
37
Swiss National Bank
Switzerland
$426K – – –
CEP
38
Chicago Equity Partners
Illinois
$419K +$208K +12,765 +95%
RA
39
Raffles Associates
New York
$417K – – –
PP
40
Paloma Partners
Connecticut
$372K +$379K +23,203 New
Deutsche Bank
41
Deutsche Bank
Germany
$370K -$159K -9,724 -30%
EMFAT
42
Emerald Mutual Fund Advisers Trust
Pennsylvania
$367K -$2.32M -142,148 -86%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$342K – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$322K +$28.8K +1,765 +10%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$322K +$328K +20,110 New
Morgan Stanley
46
Morgan Stanley
New York
$317K +$311K +19,033 +2,508%
SEI Investments
47
SEI Investments
Pennsylvania
$315K +$1.34K +82 +0.4%
First Trust Advisors
48
First Trust Advisors
Illinois
$296K -$69.7K -4,271 -19%
DII
49
Domini Impact Investments
New York
$280K +$2.27K +139 +0.8%
CS
50
Credit Suisse
Switzerland
$280K +$12K +738 +4%
1
2
3 4

AMAL Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2019, worth a combined $197M — down 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AMAL positions and 10 closed out — a net gain of 4 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $4.2M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 81 institutional investors held Amalgamated Financial (AMAL) as of Q3 2019, up from 77 in Q2 2019.
  • Funds reported $197M of Amalgamated Financial stock for Q3 2019, down 11% quarter-over-quarter.
  • 14 funds opened new Amalgamated Financial positions in Q3 2019 and 10 closed out, a net change of +4 holders.
  • The largest Amalgamated Financial buyer in Q3 2019 was Adage Capital Partners, an estimated $4.2M added.
  • The largest Amalgamated Financial seller in Q3 2019 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2019.