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Amalgamated Financial
AMAL

90 hedge funds and large institutions have $129M invested in Amalgamated Financial in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.41% less ownership

Funds ownership: 37.85% → 37.44% (-0.41%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 93 → 90 (-3)

45% less capital invested

Capital invested by funds: $234M → $129M (-$105M)

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
39
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$9.08M
2
PFP
Patriot Financial Partners
Pennsylvania
+$3.85M
3
BCM
Bridgeway Capital Management
Texas
+$2.44M
4
MAM
Martingale Asset Management
Massachusetts
+$1.92M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$6.25M
2
PCM
Peregrine Capital Management
Minnesota
-$6.23M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.75M
4
ACL
Azora Capital LP
Florida
-$4.31M
5
MCA
Mendon Capital Advisors
Florida
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$1.14M -$5.75M -359,100 -77%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$947K +$195K +12,149 +16%
Ameriprise
28
Ameriprise
Minnesota
$875K +$441K +27,505 +51%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$842K +$321K +20,008 +35%
Charles Schwab
30
Charles Schwab
California
$841K +$247K +15,418 +25%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$784K +$1.16M +72,445 New
Grantham, Mayo, Van Otterloo & Co (GMO)
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$775K +$851K +53,100 +287%
Citadel Advisors
33
Citadel Advisors
Florida
$690K +$667K +41,622 +187%
IP
34
Isthmus Partners
Wisconsin
$678K +$358K +22,316 +55%
GC
35
Globeflex Capital
California
$552K +$611K +38,103 +294%
Bessemer Group
36
Bessemer Group
New Jersey
$525K +$638K +39,800 +457%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$517K +$129K +8,050 +20%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$436K +$36.9K +2,300 +6%
Wells Fargo
39
Wells Fargo
California
$417K +$39.6K +2,472 +7%
Two Sigma Investments
40
Two Sigma Investments
New York
$373K -$674K -42,071 -55%
PPA
41
Parametric Portfolio Associates
Washington
$348K +$515K +32,156 New
MSL
42
Mackay Shields LLC
New York
$319K +$473K +29,500 New
EGM
43
Engineers Gate Manager
New York
$313K +$109K +6,794 +31%
Swiss National Bank
44
Swiss National Bank
Switzerland
$298K – – –
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$269K +$398K +24,842 New
Marshall Wace
46
Marshall Wace
United Kingdom
$267K -$1.17M -72,997 -75%
Squarepoint
47
Squarepoint
New York
$263K -$73.9K -4,609 -16%
Bank of America
48
Bank of America
North Carolina
$257K +$76.5K +4,775 +25%
EIM
49
Essex Investment Management
Massachusetts
$248K +$4.21K +263 +1%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$242K – – –
1
2
3 4 5

AMAL Hedge Fund Activity: Q1 2020 in Review

90 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2020, worth a combined $129M — down 45% from $234M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AMAL and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 39 added.

The largest buyer was Adage Capital Partners, adding an estimated $9.08M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $6.25M sold.

  • 90 institutional investors held Amalgamated Financial (AMAL) as of Q1 2020, down from 93 in Q4 2019.
  • Funds reported $129M of Amalgamated Financial stock for Q1 2020, down 45% quarter-over-quarter.
  • 12 funds opened new Amalgamated Financial positions in Q1 2020 and 13 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q1 2020 was Adage Capital Partners, an estimated $9.08M added.
  • The largest Amalgamated Financial seller in Q1 2020 was Curi RMB Capital, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2020.