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Amalgamated Financial
AMAL

88 hedge funds and large institutions have $162M invested in Amalgamated Financial in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $123M → $162M (+$39M)

2% more funds holding

Funds holding: 86 → 88 (+2)

0.06% more ownership

Funds ownership: 38.07% → 38.13% (+0.06%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
40
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.64M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$1.48M
3
First Manhattan
First Manhattan
New York
+$1.34M
4
BlackRock
BlackRock
New York
+$1.27M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$850K

Top Sellers

Rank Fund Capital Flow
1
WLRC
W.L. Ross & Co
Texas
-$6.55M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$885K
3
MAM
Martingale Asset Management
Massachusetts
-$859K
4
Millennium Management
Millennium Management
New York
-$776K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.2M -$776K -60,994 -41%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.16M -$106K -8,315 -9%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.08M -$27.9K -2,197 -3%
Morgan Stanley
29
Morgan Stanley
New York
$1.04M +$598K +47,046 +164%
Citadel Advisors
30
Citadel Advisors
Florida
$890K +$424K +33,354 +106%
Renaissance Technologies
31
Renaissance Technologies
New York
$861K +$493K +38,734 +162%
MAM
32
Martingale Asset Management
Massachusetts
$859K -$859K -67,505 -52%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$837K +$12.2K +957 +2%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$794K +$3.79K +298 +0.5%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$762K +$93K +7,314 +15%
MSL
36
Mackay Shields LLC
New York
$677K -$225K -17,700 -26%
WCM
37
Wedge Capital Management
North Carolina
$650K – – –
Ameriprise
38
Ameriprise
Minnesota
$648K -$145K -11,400 -19%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$610K -$38.3K -3,010 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$581K -$401K -31,500 -43%
PCM
41
Peregrine Capital Management
Minnesota
$578K +$535K +42,041 New
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$565K +$252K +19,813 +93%
Wells Fargo
43
Wells Fargo
California
$557K -$700 -55 -0.1%
SO
44
STRS Ohio
Ohio
$512K +$315K +24,800 +198%
Swiss National Bank
45
Swiss National Bank
Switzerland
$448K – – –
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$431K -$7.63K -600 -2%
Barclays
47
Barclays
United Kingdom
$399K +$151K +11,847 +69%
Bank of America
48
Bank of America
North Carolina
$379K +$216K +17,008 +160%
Invesco
49
Invesco
Georgia
$321K +$35.5K +2,793 +14%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$296K +$35.5K +2,789 +15%
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AMAL Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2020, worth a combined $162M — up 32% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AMAL positions and 5 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.64M. The largest seller was W.L. Ross & Co, exiting entirely with an estimated $6.55M sold.

  • 88 institutional investors held Amalgamated Financial (AMAL) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $162M of Amalgamated Financial stock for Q4 2020, up 32% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q4 2020 and 5 closed out, a net change of +3 holders.
  • The largest Amalgamated Financial buyer in Q4 2020 was Vanguard Group, an estimated $1.64M added.
  • The largest Amalgamated Financial seller in Q4 2020 was W.L. Ross & Co, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2020.