We are live on ! Find out more
AMAL icon

Amalgamated Financial

91 hedge funds and large institutions have $149M invested in Amalgamated Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $129M → $149M (+$20.6M)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

1% more funds holding

Funds holding: 9091 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 37.44%37.21% (-0.23%)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
35
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$1.25M +$537K +50,727 +105%
BCM
27
Bridgeway Capital Management
Texas
$1.19M -$620K -58,500 -38%
IP
28
Isthmus Partners
Wisconsin
$1.01M +$187K +17,610 +28%
KCM
29
Kennedy Capital Management
Missouri
$1.01M -$301K -28,377 -26%
MSL
30
Mackay Shields LLC
New York
$986K +$514K +48,500 +164%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$914K +$7.42K +700 +1%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$782K -$112K -10,616 -15%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$770K -$179K -16,903 -22%
Ameriprise
34
Ameriprise
Minnesota
$727K -$248K -23,420 -29%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$714K -$521K -49,200 -47%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$647K +$635K +59,918 New
Bessemer Group
37
Bessemer Group
New Jersey
$613K
Citadel Advisors
38
Citadel Advisors
Florida
$608K -$167K -15,771 -25%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$584K +$226K +21,374 +86%
Wells Fargo
40
Wells Fargo
California
$565K +$65.2K +6,150 +16%
FTI
41
Fiduciary Trust International
Massachusetts
$517K +$249K +23,536 +135%
PAM
42
Panagora Asset Management
Massachusetts
$516K +$295K +27,825 +214%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$501K -$7.42K -700 -2%
PPA
44
Parametric Portfolio Associates
Washington
$475K +$57.2K +5,396 +17%
Swiss National Bank
45
Swiss National Bank
Switzerland
$412K +$54K +5,100 +19%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$371K +$178K +16,800 +134%
First Manhattan
47
First Manhattan
New York
$328K +$242K +22,828 +727%
EIM
48
Essex Investment Management
Massachusetts
$275K -$12.6K -1,188 -5%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$273K +$14.8K +1,400 +7%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$271K

AMAL Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2020, worth a combined $149M — up 16% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AMAL positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $1.7M. The largest seller was Mendon Capital Advisors, cutting an estimated $4.08M.

  • 91 institutional investors held Amalgamated Financial (AMAL) as of Q2 2020, up from 90 in Q1 2020.
  • Funds reported $149M of Amalgamated Financial stock for Q2 2020, up 16% quarter-over-quarter.
  • 13 funds opened new Amalgamated Financial positions in Q2 2020 and 12 closed out, a net change of +1 holder.
  • The largest Amalgamated Financial buyer in Q2 2020 was Acadian Asset Management, an estimated $1.7M added.
  • The largest Amalgamated Financial seller in Q2 2020 was Mendon Capital Advisors, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2020.