We are live on ! Find out more
AMAL icon

Amalgamated Financial
AMAL

86 hedge funds and large institutions have $123M invested in Amalgamated Financial in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.86% more ownership

Funds ownership: 37.21% → 38.07% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

5% less funds holding

Funds holding: 91 → 86 (-5)

17% less capital invested

Capital invested by funds: $149M → $123M (-$25.9M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
33
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$4.01M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.85M
3
First Trust Advisors
First Trust Advisors
Illinois
+$797K
4
WCM
Wedge Capital Management
North Carolina
+$553K
5
Millennium Management
Millennium Management
New York
+$336K

Top Sellers

Rank Fund Capital Flow
1
WLRC
W.L. Ross & Co
Texas
-$1.38M
2
RMCM
Reynders McVeigh Capital Management
Massachusetts
-$906K
3
KCM
Kennedy Capital Management
Missouri
-$810K
4
MAM
Martingale Asset Management
Massachusetts
-$669K
5
BlackRock
BlackRock
New York
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$981K -$101K -8,672 -9%
IP
27
Isthmus Partners
Wisconsin
$883K +$37.5K +3,212 +4%
First Trust Advisors
28
First Trust Advisors
Illinois
$852K +$797K +68,214 +553%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$781K +$17.5K +1,500 +2%
MSL
30
Mackay Shields LLC
New York
$709K -$128K -11,000 -14%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$682K -$53.7K -4,598 -8%
Ameriprise
32
Ameriprise
Minnesota
$619K +$12.4K +1,061 +2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$608K +$11.5K +981 +2%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$510K -$149K -12,786 -21%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$501K +$13.5K +1,160 +3%
WCM
36
Wedge Capital Management
North Carolina
$501K +$553K +47,333 New
Wells Fargo
37
Wells Fargo
California
$429K -$47.9K -4,101 -9%
Swiss National Bank
38
Swiss National Bank
Switzerland
$345K – – –
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$338K +$30.6K +2,620 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$332K -$195K -16,669 -35%
Morgan Stanley
41
Morgan Stanley
New York
$305K +$170K +14,583 +103%
First Manhattan
42
First Manhattan
New York
$274K – – –
Renaissance Technologies
43
Renaissance Technologies
New York
$254K +$280K +23,966 New
Two Sigma Advisers
44
Two Sigma Advisers
New York
$241K -$196K -16,800 -42%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$227K – – –
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$225K -$474K -40,549 -66%
SEI Investments
47
SEI Investments
Pennsylvania
$220K +$24.5K +2,100 +11%
Invesco
48
Invesco
Georgia
$218K +$432 +37 +0.2%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$207K -$3.55K -304 -2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$199K -$32.4K -2,777 -13%
1
2
3 4

AMAL Hedge Fund Activity: Q3 2020 in Review

86 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2020, worth a combined $123M — down 17% from $149M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AMAL and 8 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 33 added.

The largest buyer was DekaBank Deutsche Girozentrale, adding an estimated $4.01M. The largest seller was W.L. Ross & Co, cutting an estimated $1.38M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q3 2020, down from 91 in Q2 2020.
  • Funds reported $123M of Amalgamated Financial stock for Q3 2020, down 17% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q3 2020 and 12 closed out, a net change of -4 holders.
  • The largest Amalgamated Financial buyer in Q3 2020 was DekaBank Deutsche Girozentrale, an estimated $4.01M added.
  • The largest Amalgamated Financial seller in Q3 2020 was W.L. Ross & Co, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2020.